The Excel invoice template is a comprehensive software designed for customer invoicing. It allows users to store invoices, customer and product details, manage inventory and provide sales reports.
If you're looking for a simple-to-use and complete customer invoicing and inventory management system, then the Excel invoice template might be just what you need. This software is designed to store invoices, products, and customers and perform 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. There is also a control panel provided 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.
One of the best features of this software is that product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems. This can save you a lot of time and effort with data entry.
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 also 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 exported 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.
Overall, this software offers an impressive range of features and tools for customer invoicing and inventory management. It's easy to use, customizable, and compatible with a wide range of platforms. If you're looking for an efficient and effective invoicing solution, then the Excel invoice template is definitely worth checking out.
The structure of the invoice system allows the insertion, update, and quick access to saved products, customers, and historical customer invoices. There is also a control panel provided 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.
One of the best features of this software is that product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems. This can save you a lot of time and effort with data entry.
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 also 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 exported 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.
Overall, this software offers an impressive range of features and tools for customer invoicing and inventory management. It's easy to use, customizable, and compatible with a wide range of platforms. If you're looking for an efficient and effective invoicing solution, then the Excel invoice template is definitely worth checking out.
What's New
Version 3.2: Compatible with Microsoft Excel 2016 for Windows and Mac