Invoice Manager for Excel

What is it?

Invoice Manager for Excel is an invoicing software program that:

• runs inside Microsoft Excel on Windows,
• turns a simple Excel template into a powerful invoicing system.

Why is it unique?

By leveraging both the front-end Microsoft Excel and back-end database systems, Invoice Manager for Excel offers features that could be hardly found in pure-Excel solutions and traditional invoicing systems:

• hundreds of professional invoice templates,
• intuitive and easy-to-use layout,
• automatic invoice numbering,
• customizable form layout,
• custom fields,
• define cell relationships by using Excel formulas,
• easily generate and send PDF invoices

And there are many more! Try the fully functional trial version to see how it works for you!

Requirements

• Microsoft Windows 11/10/8/7
• Microsoft 365, Excel/Office 2019-2013

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

Note that it requires the standalone (locally installed) desktop version of Excel or Office. For now, it does not work with Office 365 subscriptions that run purely inside a web browser. However, many subscription plans for Office 365 include licenses for 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 search tool), then double-click to extract the customized template.
3. Open the invoice template.

For a detailed quick start tutorial, visit the video at the tutorial, or visit the Quick Start Tutorial.

Invoice Manager (Lite)

Install

Install from AppSource

Be sure to rate for us if you like it!

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

• Click the "Clear & New" button to clear the template so that it is ready for your next new invoice.
• Fill in the 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 UniformSoftware.com work with Invoice Manager (Lite). With the help of Invoice Manager Lite, you can easily build an online invoice creator that runs inside a web browser. To find out the detailed steps involved, see Make Your Own Free Online Invoice Creator.

How to remove Invoice Manager (Lite)

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. Right-click the add-in name and choose "Remove".

Download and Subscribe

No matter which edition you use, you can always download and use our customized invoice templates for free.

If you have very special requirements, we can also offer the service of creating a customized template. For simple customization, we can do it for free. For complex requirements, we may need to ask for a service fee. Please send us your requirements as detailed as possible. We’ll let you know whether we can create the custom form for you and, if it is possible, what the price is.

These editions share exactly the same invoice template and database file format. That is, you can move templates and databases from one system to another without making any additional modifications.

Traditional edition vs. Microsoft Store edition

	Traditional edition	Microsoft Store Edition
	;	;
How to install	Download from the product page and then run the setup program.	Install from Microsoft Store.
How to start Invoice Manager	Run Microsoft Excel.	Run Invoice Manager for Excel once. This installs an add-in for Excel. Once the add-in is installed, you can open any template just like you would with the traditional edition.
Licensing	Lifetime license. Each computer requires its own license.	Subscribe from Microsoft Store. One subscription allows you to install the app on up to 10 devices.

See also End User License Agreement for Invoice Manager for Excel.