The Excel Invoicing Template stores product, customer and order details with inventory management and sales reporting.
The Excel invoicing template is a customer invoicing system with the ability to store invoices, products and customers, monitor inventory levels and perform advanced invoice sales reporting. The database 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 and exported for integration with existing systems.
Control panel to establish predefined content for the invoicing template and facilitate efficient customer invoice management. Add, update, access and remove products, customers and orders quickly and easily. Locate and load previously saved invoices in the system. Import and export customer and product lists in text file formats for integration with existing inventory and customer management systems. Export invoices to Excel worksheets or Microsoft InfoPath XML files. Automatic product inventory stock level adjustment. Update of amount paid for invoices by customers for calculation of uncollected revenue outstanding.
Sales reporting for the analysis of product and customer profitability and performance with ranking options. Optionally define and apply product attributes to invoice items. Shipping slip created for transport and packaging purposes. Hide or Show selected invoice sections. Compatible with all versions of Excel for Windows as well as Excel for Mac 2011 and 2004.