Streamline Your Billing Process with Ease
Invoice Template for Excel by Business Spreadsheets offers a user-friendly and customizable solution for managing invoicing efficiently, though it may lack some advanced features.
The Excel invoice template provides a control panel to establish predefined content for the invoice template and facilitate efficient customer invoice management. Products, customers and orders can be quickly and easily accessed, added, modified and removed. Previously saved invoices can be located using a filter screen by customer, product and date and loaded into the invoice template for viewing or modification.
Verification is performed when saving customer, product and invoice details to update or add records appropriately. Customer and product lists can be imported and exported in flexible text formats to enable integration of the invoicing system with existing CRM or inventory management systems.
Invoices can be printed or export to new workbooks and XML files for further analysis, processing or integration. Product inventory stock levels are automatically adjusted as new invoices are created and existing invoice orders are modified. The portability and integration features allow the Excel invoice template to be used as an enterprise mobile sales force invoicing solution.
The sales reporting between two dates analyzes product and customer profitability and performance with ranking options and breakdowns for revenue, shipping and sales tax. Detailed analysis by customer and product is enabled through snapshot reporting options.
Additional options for the Excel invoice template include product attribute loading to invoice items, shipping slip transport and packaging purposes and customization of content and styles to match business requirements.
The Excel Invoice template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform customer invoicing and inventory management solution.
Overview
Invoice Template for Excel is a Shareware software in the category Business developed by Business Spreadsheets.
The latest version of Invoice Template for Excel is 3.2, released on 09/05/2016. It was initially added to our database on 11/09/2013.
Invoice Template for Excel runs on the following operating systems: Windows.
Invoice Template for Excel has not been rated by our users yet.
Pros
- Easy to use with familiar Excel interface
- Customizable templates to fit various business needs
- Calculated fields for automatically updating totals and taxes
- Ability to save and print invoices directly from Excel
- Cost-effective option as it often comes free or at a low cost compared to other software solutions
- Supports multiple currencies for international invoicing
- Allows for the integration of data from other Excel sheets, useful for tracking expenses or sales
Cons
- Limited design customization compared to dedicated invoicing software
- Requires basic knowledge of Excel for effective use
- Not ideal for businesses that need advanced features like recurring billing or payment tracking
- May lack features such as automated reminders or payment processing integrations
- Updates must be made manually, increasing the chance of human error in calculations
- Excel templates may not be optimized for mobile usage, limiting accessibility on the go
FAQ
Is the Invoice Template for Excel compatible with all versions of Excel?
Yes, the Invoice Template for Excel is compatible with all versions of Excel.
Can I customize the Invoice Template to match my company's branding?
Yes, you can easily customize the colors, fonts, and logo on the Invoice Template to match your company's branding.
Does the Invoice Template for Excel automatically calculate totals and taxes?
Yes, the Invoice Template for Excel has built-in formulas that automatically calculate totals and taxes for you.
Is the Invoice Template for Excel easy to use for beginners?
Yes, the Invoice Template for Excel is designed to be user-friendly and easy to use even for beginners.
Can I add or remove sections on the Invoice Template for Excel?
Yes, you can easily add or remove sections on the Invoice Template to suit your specific invoicing needs.
Is technical support available for the Invoice Template for Excel?
Yes, technical support is available to assist you with any questions or issues regarding the Invoice Template for Excel.
Does the Invoice Template for Excel support multiple currencies?
Yes, the Invoice Template for Excel allows you to work with multiple currencies for international invoicing purposes.
Can I save and reuse invoices created using the Invoice Template for Excel?
Yes, you can save and reuse invoices created using the Invoice Template for Excel for future reference or editing.
Is there a mobile version of the Invoice Template available?
No, currently there is no mobile version available specifically for the Invoice Template for Excel.
Is there a trial version of the Invoice Template for Excel before purchasing?
No, there is no trial version available but there is a demo video showing how it works before purchasing.
Pete Milner
I'm Pete, a software reviewer at UpdateStar with a passion for the ever-evolving world of technology. My background in engineering gives me a unique insight into the intricacies of software, allowing me to provide in-depth, knowledgeable reviews and analyses. Whether it's the newest software releases, tech innovations, or the latest trends, I'm here to break it all down for you. I work from UpdateStar’s Berlin main office.
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