Invoice Template for Excel

The invoice template for Excel is a simple to use and complete customer invoicing and inventory management system. The Excel invoice template stores invoices, products and customers and performs advanced invoice sales reporting and inventory monitoring. The structure of the invoice system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems. The invoice template for Excel 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. Checks are made when saving customer, product and invoice details to update or add records accordingly. 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 InfoPath XML files. Product inventory stock levels are automatically adjusted as invoices are created and modified. The sales reporting between two dates analyzes product and customer profitability and performance with ranking options and breakdowns for revenue, shipping and sales tax. 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 invoice template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross platform customer invoicing solution.

Changes: Compatible with Microsoft Excel 2016 for Windows and Mac

Minimum requirements: Requires Microsoft Excel 97 or higher

Operating system: Win2000,WinXP,Win7 x32,Win7 x64,Windows 8,Windows 10,WinServer,WinOther,WinVista,WinVista x64

Program URL: http://www.business-spreadsheets.com/invoice.htm

Video: https://www.youtube.com/watch?v=9HOzBsdLiwg

G+ Linikedin Twitter Facebook

Customer Invoicing and Inventory Management combines customer and product/service information management with sales invoicing as a complete invoicing and inventory management system.

You are able to make multiple copies of this model on the same computer. It is recommended to make a copy of the model before use so that an original 'clean' copy is accessible without the need to download a new one. Site licenses are available on purchase so that the model can be registered for an unlimited number of users within the same organization.

Business Spreadsheets MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, AS TO THE OPERATION OF THIS SOFTWARE OR THE INFORMATION, CONTENT, MATERIALS, OR SERVICES INCLUDED WITHIN IT. YOU EXPRESSLY AGREE THAT YOUR USE OF THIS SOFTWARE IS AT YOUR SOLE RISK. TO THE FULL EXTENT PERMISSIBLE BY APPLICABLE LAW, Business Spreadsheets DISCLAIM ALL WARRANTIES, EXPRESSED OR IMPLIED.

Read more