Customer Invoicing

Excel Invoice Template and Sales Management System

• A Control Panel allows the entering of predefined global information for the invoice template and facilitates customer invoice management tasks.
• Products, customers and order details can be accessed, added, edited of deleted quickly and easily.
• The Excel Invoice Template has the capacity to save 65000 products, 65000 customers, and 1.3 million orders. Multiple copies of the template can be created and used to exceed these limits.
• A search and filtering option allows to quickly find load previously saved invoices based on specified criteria.
• Customer and product lists can be both imported and exported in flexible text file formats for integration with existing inventory or customer management systems.
• Invoices can be printed and exported to new Excel worksheets or Microsoft InfoPath XML files for distribution or integration.
• Product inventory stock levels are automatically adjusted as invoices are created and updated.
• Product attributes can be optionally defined and used in invoices to specify modifications and features (such as size, color or anything).
• A separate shipping slip is provided or transport and packaging processes with the ability to specify shipping details such as purchase order number, alternative shipping address and transport information.
• Sections of the invoice can be toggled as hidden or shown depending on preferences and requirements.
• The uncollected revenue outstanding is calculated with breakdown options based on the input amount paid input for invoices.
• Sales reporting presents analysis of product and customer profitability, sales tax and performance with various ranking order options.