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What is Invoice Manager for Excel

How it works?

Invoice Manager for Excel, originally named Excel Invoice Manager, is an invoicing software program that:

  • runs inside Microsoft Excel on Windows,
  • turns a pure-Excel simple template into a powerful invoicing system
How Invoice Manager for Excel works

What's the benefit

What is the best invoice software? The one that suits your business needs, easy to use, and is extensible as your business grows. We won't say our program is the best around the world, but our invoice template app do have some features that may be interesting to you.

  • Easy to use - work within an intuitive Excel invoice template form, just like using a paper form.
  • Automatic invoice numbering - generate sequential and unique invoice numbers.
  • Highly customizable invoice format - all templates on this site work with the program.
  • Easily locate the information you need - search for existing customer, product or invoices with any field available - name, address, account balance, using search operators like "equals", "start with", "contains", "is less than" etc.
  • Generate and send electronical PDF invoices via email.
  • Add PayPal payment button to PDF invoices to take online payments.
  • Support for online SQL Server database - access your data anywhere via Internet.

And, there's many more! Download the fully functional trial version to see how it works for you!

Requirements

  • Microsoft Windows 10/8/7/Vista
  • Microsoft Excel/Office 2019 -- 2007

Invoice Manager for Excel supports both 32-bit and 64-bit of Excel and Windows.

Note it requires the standalone (locally installed) desktop version of Excel / Office. For now it does not work with Office 365 subscriptions that runs purely inside a web browser. However many subscription plans of Office 365 includes licenses of the desktop version of Office.

Getting Started

  1. Download and install Invoice Manager for Excel.
  2. Optional - download any template from this web site (use the seach tool), double-click to extract the customized template.
  3. Open the invoice template.
  4. The basic invoice processing steps are demonstrated in the tutorial movie, or visit the Quick Start Tutorial

Excel Invoicing Software

Each template comes with a custom build of Invoice Manager for Excel that integrates the customized template as the default template. That is, if you install the custom build, the default template originally shipped with Invoice Manager for Excel will be replaced with a customized template.

Editions

There are 3 different Invoice Manager for Excel editions -- Invoice Manager for Excel Standard, Invoice Manager for Excel Net, Invoice Manager for Excel Enterprise.

All are same program, but your registration code will unlock the enhanced features of the higher editions.

The following chart details the differences between Invoice Manager for Excel editions.

 StandardNetEnterprise
FeatureFor use on a single computer. A standard edition cannot share database with other installations running on a Local Area Network (LAN). Being able to share database on a LAN allows more than one users work on the same database concurrently, sharing information such as customers, products, invoices and payments.In addition to all the features provided by Invoice Manager for Excel Net, The Enterprise edition also supports a new database type, SQL Server, which enables you to put your database online and access it via Internet.

Programmable - call the features and functionalities of Invoice Manager for Excel from your own VBA macro code.

Free Upgrade Period1 year1 year2 years

If you choose the subscription plan, all features of the Enterprise edition will be available, but the license key will work for the current subscription period only. You should continue the subscription by paying for another subscription period if you wish to keep using the product.

Visit End User License Agreement for Invoice Manager for Excel.

Invoice Manager (Lite)

logo image for Invoice Manager Lite
Install

Install from AppSource

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Invoice Manager (Lite) is a free Excel web add-in app that helps you to create invoices easily with more than 400 free Excel invoice templates. Not as powerful as Invoice Manager for Excel, it does save your time on invoicing.

  • Click the "Clear & New" button to clear the template so that it is ready for your next new invoice.
  • Fill invoice date automatically (optional).
  • Automatic invoice numbering (optional).

Invoice Manager (Lite) saves all the setting values to the Excel template itself. This means:

  • each template could have its own settings that differ from the settings of other templates, including the automated invoice numbering.
  • if a template is opened with Excel for Windows desktop, you have to save the template in order to persist the settings; If a template is opened with Excel for Office 365, by default the workbook file is saved automatically unless you turn "Auto Save" off.

All the templates here on InvoicingTemplate.com work with Invoice Manager (Lite). If you are looking for a template designed specifically for Invoice Manager (Lite), i.e. have all the buttons and reports removed, download the "All Formats" packages on the template pages.

How to remove the add-in

To remove the add-in program from your Excel:

  1. Start Excel as usual.
  2. Go to the "Insert" ribbon tab.
  3. Click "My Add-ins".
  4. Righ-click the add-in name and choose "Remove".