For the new Invoice Manager for Excel, see the differences between Invoice Manager for Excel editions.

This version of the document, "Differences between Editions (Excel Invoice Manager)", was written for Excel Invoice Manager, which was now renamed to Invoice Manager for Excel.

There are 4 different Excel Invoice Manager editions - Express, Platinum, Pro, Enterprise. All are the same program, but your registration code will unlock the enhanced features of the higher editions.

All trial editions available on the Internet with the Build Number greater than or equal to 1004 will unlock with a valid registration code for the edition purchased.


The chart below details the differences between Express, Platinum, Pro and Enterprise. Important fields are marked with special color. Features not listed in the chart are available in all editions.

Customized invoice template supportYesYesYesYes
Create new databasesYesYesYesYes
Extract invoices and reportsYesYesYesYes
Customizable tax systemYesYesYesYes
In-cell lookupYesYesYesYes
Free invoice form (Support for incomplete lines on invoice body)YesYesYesYes
Online member area access and download pre-customized templatesNo. You can create customized invoice templates yourselfNo. Choose up to 5 templates and let us email to you1-year free access2-year free access
Upgrades1-year free upgrade1-year free upgrade1-year free upgrade2-year free upgrade
Number of templates that can be opened at one time (*)113Unlimited
Connect to shared databases or share databases with other templates / applications / computers concurrentlyNoNoYesYes
Custom fieldsNoYesYesYes
Sort by any visible column in the data list windows (**)NoYesYesYes
Display/hide any column available in data list windows. Move columns. (**)NoNoYesYes
Export content of data list windows to Excel files (**)NoYesYesYes
Credit, Credit Note (Credit Memo)NoNoYesYes
 *    For example, in Express edition, the first opened invoice template will be treated as a valid invoice template, and all other invoice templates you try to open will be treated as general workbook. To use another template, you need to close the first one.

** For more information, please see Using Data List Windows

Customer Management
Save to databaseYesYesYesYes
Number of customersUnlimitedUnlimitedUnlimitedUnlimited
Select customer from Invoice worksheetYesYesYesYes
One click to save and create new customer account from Invoice worksheetYesYesYesYes
One click to view customer account information from Invoice worksheetYesYesYesYes
Automatically generate customer ID for new customerYesYesYesYes
Number of customer categoriesUnlimitedUnlimitedUnlimitedUnlimited
Multiple shipping addresses (*)NoYesYesYes
Search customer on customer selection dialog boxNoNoYesYes
Search customer on customer data list windowNoYesYesYes
 *    Express edition does not support setting multiple shipping addresses for a customer, but you still can enter shipping information on the Invoice worksheet and save it to database. This also means the Select-Shipping-Address icon button does not work in Express edition.
Product Management
Save to databaseYesYesYesYes
Number of productsUnlimitedUnlimitedUnlimitedUnlimited
Select product from Invoice worksheetYesYesYesYes
Automatically generate product ID for new productYesYesYesYes
Number of product categoriesUnlimitedUnlimitedUnlimitedUnlimited
Set Taxable attribute for individual productYesYesYesYes
Search product on product selection dialog boxNoNoYesYes
Search product on product data list windowNoYesYesYes
Sync invoice item costNoNoYesYes
Stock alertNoNoYesYes
Invoice Management
Save to databaseYesYesYesYes
Number of invoicesUnlimitedUnlimitedUnlimitedUnlimited
Delete invoice and rollback its payments and productsYesYesYesYes
Void invoiceNoYesYesYes
Search invoice on invoice selection dialog boxNoNoYesYes
Search invoice on invoice data list windowNoYesYesYes
Search Product ID and Product Description on invoice data list windowNoNoYesYes