The Excel Invoice template with Sales Reporting is a customer invoicing management system with the ability to store orders, products and customer details and perform detailed sales reporting by product and customer.
Product and customer lists can be imported from and exported back to text lists enabling integration with existing or future inventory and customer reporting management systems.
Key features of the Invoice template and Sales Reporting system include:
Enter and set predefined content that flows through to each invoice created.
Insert, update, retrieve and delete products, customers and orders in the system.
Save up to 65000 products, 65000 customers, and 1.3 million orders in the system.
Search and load previously created invoices for update or review.
Import or export customer or product lists in CSV format for integration with existing inventory systems.
Export invoices to separate Excel worksheets or XML files for saving or sending via email.
Product inventory stock levels update automatically with new and updated invoices.
Invoices can be updated with amount paid by customer to calculate aggregate uncollected revenue outstanding.
Generate sales reports to analyze customer and product profitability.
Compatible with all versions of Excel for Windows as well as Excel for Mac 2011 and 2004 as a cross platform invoicing solution.
The trial download version can be used as free invoice template without the advanced features.
More resources for the Excel Invoice template with Sales Reporting including video, user manual and support can be found on the Excel Invoice Template page.
User Reviews for Invoice Template with Sales Reporting:
Reviewed by Jeffg on Upon downloading the customer invoice template I immediately understood what to do. The actual spreadsheet was everything I needed. I was looking for a workbook that could generate customer invoices, keep tack of orders and customer management. This spreadsheet does all of these features and the built in functions make it simple and quick to use. I can now provide customers with professional invoices and we manage to keep our customer records and run reports at a drop of a hat. Thank you Business Spreadsheets.
Reviewed by Amy on The Customer Invoicing Template will help me organize my invoicing, clients, inventory and orders. Its very easy to customize. The perfect solution for any small business.
Reviewed by Josh on Absolutely a 5 star product. Simple and easy to use user interface yet a complete business solution. It allows me to add all my products to a central database and invoice customers in less than 5 minutes. It also allows me to track sales trends and individual product performance. I love being able to manage all my product and customers from one place. If you looking for a simple yet powerful business solution look no further!
Reviewed by Rajesh Kr Gourisaria on One of the best data management solutions for overall customers, items, rates, taxation, shipment and order tracking, It would be better if follow-ups for orders booked and executed are inserted along with the credit sales reminder options too.
Reviewed by Anthony on This is a great tool. I downloaded the demo version and have now started to use the tool. Very straight forward and easy to use.
Reviewed by Kate on The customer invoice template is efficient and user friendly. We would definitely recommend it for new start up businesses.
Reviewed by Richard MacArthur on I found the customer invoicing template extremely efficient and comprehensive. The template actually surpassed my requirements and almost provided me with a small business CRM system. In particular being able to have product data in a drop down format has sped up my ability to quote and invoice clients. I would strongly recommend this template.
Reviewed by Suhaib on I am the managing director of Allied Pharmacies. We are a medium size pharmaceutical wholesaler and buy from over 40 customers and sell to customers. I found this customer invoicing template very easy to use and help me keep on top of inventory. I highly recommend this product.
Reviewed by Marcia on I love this thing. I'm a small business owner and I sell beads. It has been hard finding something that will keep track of the inventory and be simple enough to create invoices without having to have SKUs and POs and all kinds of things that I don't use. I like being able to track what my customers are buying too, not easy to do with this software but doable. The only thing I don't like is having to load a customer into an invoice after creating the customer. I had to fix several invoices after I realized the same customer was attached to them all. Other than that this works great and is just what I needed.
Reviewed by Nandakumar AM on The template for customer invoicing is useful for entrepreneurs. Instead of purchasing ERP software, people like us can go for this model. One of the unique features this template has is the import of data and export of data. Everything is readily available. We are just required to input data and perform accounting and stock management tasks. It is a nicely designed model with adequate links to navigate and has been reliable for the time that we have used it. My colleagues and I are totally convinced with this template solution.
Reviewed by Vivian on This Customer Invoicing Template is really handy for people who don't wish to install a complicated inventory system. This template comes in an Excel spreadsheet with some simple macro functions which are very suitable for people like me to just key in my products and it will automatically generate the sales report without doing it manually. You can store the customer details and issue invoices by just one click away. Thanks for creating such a spreadsheet for us to keep record on our inventory.
Reviewed by Domesia on I have downloaded the customer invoicing template and I found this template is really great. With a bit customization for the layout, it covers all what I need in a company I own. Thanks a lot for the builder!
Reviewed by Gilo on This application is very useful and helped me in organizing my little starting business. I was doing everything manually and it was very hectic to follow the pending payments.
Reviewed by Ogbulu on While the Customer Invoicing Template is superb for creating and managing sales towards invoicing, there is need to cater more for stock, re-order and inventory control. This would make it a more rounded application and increase its demand.
Reviewed by Jit on I found this excellent web site and I have evaluated and reviewed the customer invoicing template and it is excellent. Perfect for my small business and easy to use. But that's not all, I also found more useful spreadsheets on the site.
Reviewed by TigerW11 on This template makes it much easier to manage the customer base of the business. No longer will you have to waste time stuffing paper into file cabinets. Great tool.
Reviewed by Marco on I downloaded the customer invoicing spreadsheet after spending a lot of time trying to create my own using Excel and several database programs. None of the solutions I came up with were as comprehensive and streamlined as this spreadsheet. I started using the spreadsheet as soon as I downloaded it and, within minutes, I was able to figure out how to make use of all the powerful features.
I currently use the spreadsheet to keep track of products, customers and their orders. The report function is one of my favorite features - it runs an easy to read report using all the information you've entered in the system. This gives me a snapshot of how my business is doing at a given point in time.
I recommend this spreadsheet for anyone looking to manage a small business and keep track of customer and product information. I did a lot of research before eventually finding this product so I can confidently say that this is one of the most user friendly, comprehensive and cost effective solutions out there.
Reviewed by Don V on All I can say is WOW! I thought I was good with excel. I've made a few impressive spreadsheets in my years as an Ops Manager. If you are like me then there is never enough time to complete the projects you need to have done because of the paperwork.
Not anymore, Iím clearing out my in earlier because of how well these sheets have been put together. Still sceptical, I challenge you to give these sheets a try Iím willing to bet youíll be amazed at the thoroughness and forethought that went into this product.
These guys have wrapped more functionality in to these spreadsheets then I thought was possible. I thought I knew how to save time and energy, I had no clue that this kind of epically efficient, elegant Excel excellence existed. Thank you for creating such a complete solution.
Reviewed by Jan on I found this product online as I was searching for a customer register. It looks like it can give me all I need and more.
- Easy update and entry of my customers.
- Reports look good.
- Product lists.
- Includes sales tools that I was planing on getting elsewhere.
- Import of customers not so easy.
Reviewed by David on I would like to compliment and rate the features of the product with high scores. This is a very user friendly product and easy to use. This product is fantastic for the start of a new business, with stock control and monitoring in every area of the business to the detail. For an existing business, it is easy to load information and monitor the business from any aspect needed. Thank You.
Reviewed by Reg on This is the program that I've been looking for. The combination of ingenious simplicity with powerful functionality is incredible. And yet, its Excel based and at a low price. Conclusion: well worth the money.
Reviewed by LD Garrison on I have a consignment shop for tack and horse supplies and I simply could not find any software that would handle what I needed in a price that I could afford as a small business owner. I accidentally ran across this site while trying to improve my own Excel file I was currently using and I am so glad I did! This Invoice file does everything I need and more. I'm looking into some of the other templates as well for my business. Keep up the good work! - LD in Texas
Reviewed by Marilyn Gullette on This is a very helpful Excel document.
Reviewed by Corso on After trying other Excel based or software based invoicing I found Customer Invoicing. This is a great and powerful invoicing and inventory control. It's simple to use but powerful and it keeps track of inventory, customer sales, sales history, orders and revenue's. It saved me a lot of money from expensive software which were more complicated and didn't meet my needs in the way the customer invoicing did, as well as hours of developing and programming my own invoicing. For users like me, this is a great way to track and maintain everything with simplicity and accuracy - absolutely amazing!
Reviewed by Carlso on Slick, simple invoicing program which is easily adapted to my needs. I am not an Excel genius but I can handle the customization with this program. Thanks
Reviewed by Jason Vick on I have been looking at the setup on this template and trying to create my own like it on Excel but I have been unable to make mine work and look one tenth of this setup. It is very user friendly and being in Excel makes it very customizable which is very important because not every business is the same. Very good job and rate it a A-.
Reviewed by Tania on Just what I need: a good simple program for a small business. I can see us growing with this program. A little flexibility to change input information would be good.
Reviewed by Ernie on I found that it was easy to input product codes. I like the reporting sheet as it was also easy to read the information from it.
When entering new customer, a pop-up allows for information data, but would like to have ability to change what information I need to input. A couple of extra ones like, if personal, the date of birth. Also as I don't live in USA we don't have ZIP codes, but post codes, so need to change the words. Need to print multiple invoices at once.
Over all a good template.
Reviewed by Rick Thorp on I spent hours searching for the perfect invoicing and inventory software program for our new furniture store. I was looking for something that was simple to use without having to spend tons of time learning a new program. I was also looking for something that was easy on the pocketbook.
After a frustrating time of sorting through programs that were complicated or expensive, I ran across the Customer Invoicing Template created by Business Spreadsheets. I was sold immediately!
First of all, the fact that it was an Excel spreadsheet was fantastic since I am already quite familiar with Excel. Second, it's laid out in a simple way that makes it easy to understand and use. Third, the price was a drop in the bucket.
I love what you guys are doing - creating easy to use, yet powerful templates that simply do what they are supposed to do to make my life easier. Thank you for your service.
Reviewed by Alpha on I tried developing a customer invoice by myself. My end product did not even impress me. Thanks to the Customer Invoicing Template, I gladly scratched the one I made and used this. Thank you.
Reviewed by CultiM8 on An excellent alternative to some products which cost GBP 200+. I operate an online business with trade counter and this product fulfils my requirements. Highly recommended.
Reviewed by Jason Vick on Customer Invoicing has saved me a bunch of time and made keeping customer information and sales numbers a piece of cake.
Reviewed by Jessica Flinn Designs on This is an excellent spreadsheet, easy to use and with lots of features. Jessica Flinn Designs Ltd is a new business selling silver jewelery and this product is making keeping track of stock, orders and invoicing very easy and clear. Thank you.
Reviewed by Andrew on The customer invoice template is a fantastic program which makes life so easy when it comes to invoicing. This program would have to be one of the best on the market in invoicing.
Reviewed by Cleanzys on Great piece of product. It simply fits in my business requirements. Well done.
Reviewed by Gilberte on I have been looking for an easy to use solution for my small business. It helped me to clearly understand in what financial situation I was. Thanks a lot.
Reviewed by Steve on Highly recommended for anyone who enjoys the flexibility of Excel. It is very easy to use and provides professional results.
Reviewed by Chiwai on This is a fantastic spreadsheet. It has saved me a lot of time for doing research.
Reviewed by Leon on I have always appreciated Excel's advanced reporting capabilities and hence when a need for an easy to use invoicing software for my business has come up, the choice was simple Ė the software must be Excel based.
Once the decision was made, I spent considerable time scouring the Net looking for the perfect candidate and have evaluated numerous options. However nothing came close to fulfilling all of my requirement whilst still being easy to use and understand.
That is until I came across the Customer Invoicing Template by Business Spreadsheets. It only took few moments after extracting the file to realise that I had found exactly what I was looking for.
The Customer Invoicing Template is:
Easy to use
Not cluttered with irrelevant features
Reviewed by Skincare on The customer invoicing template is very easy and straight forward to use. It is much better than an accounting software.
For non-accountants like me, its fabulous and is all that I need for my home retail business.
Reviewed by Sean on This made my job a lot easier. I have been looking for a product that has customer and product recall. Simple and Easy.
Reviewed by Byron on I have enjoyed using The Customer Invoicing Template as it adds all the important information to all sheets at once. This has removed any chance of costly errors from appearing in my important financial documents. Adding new products, terms, etc was simple and intuitive. Everything is easily readable at a glance.
Reviewed by Billhill on This is exactly what I have been looking for. Easy to use and a real bargain. I would recommend this template to anyone who needs invoicing in Excel.
Reviewed by Jason on This invoicing system has helped me to manage and keep track of my clientele more efficiently.
Reviewed by str8gzus247 on Wow. I was searching for templates and found this one by accident. I am trying to make the boss's job a little easier and I know this product will do just that. With just a couple of changes and additions we should be on our way. It is everything we need in customer and product database. With the click to add information on the invoice sheet, it makes it easier for the boss and I to get work done. Thanks to your company!
Reviewed by A. Meltonyan on After a long time of searching for a suitable template for my web hosting company's accounting, I suddenly found the Customer Invoicing Template. I have never seen such advanced template made for Excel. I was just looking for a basic yet complete accounting template to manage a business: from setting different settings to adding invoices and orders with just once button click.
Now I'm looking for ways to customize the template for my services and I'm sure this will be a great investment for my company.
Thank you and continue developing such smart templates.
Reviewed by Tom on Excellent! What a treat not to have 're-learn' a piece of software. Excel is an old friend so navigation is easy. Kudos to your company for the concept.