Invoice Template for Excel

This is an invoicing system built over Excel.

This is a tool for managing the invoicing operations of a business. This template is a complete tool for this part of the operations in your business. The solution can be integrated with existing systems. Customer and product or service details are managed by this template used over Excel. Data can be imported and exported to and from backend CRM and inventory management systems. The template is customizable. Depending on your exact needs and the corporate identity you want to project, the tool can be completely customized. A range of options are available. Detailed sales reporting with profitability analysis and inventory levels for reorder signaling are possible as you invoice product sales, discounts, order fulfillment expenses, salesman involved, etc. The solution is designed to the needs of a mobile sales force. The tool operations is driven from a control panel. This control panels lets you enter business specific information and preferences for populating the invoice template and facilitating customer invoice management tasks.

The tool allows editing of information related to products, customer and order details. The tool has checks built-in such that data integrity is not affected. This tool gives you the ability to store a large number of products, customer details and orders. The current version of the product works with all the existing Excel versions. Older invoices can be searched easily and loaded back into the system. Search parameters such as dates, products and customers can be found easily. Data within the system could be exported in any desired text format. That makes it possible to get this tool integrated with an inventory or a CRM system that may exist already. Other additional features make this a very useful tool. This is a very good product.

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.