PRODUCT

Invoice Manager Excel Template For Small Business

PURPOSE

Simple and Effective tool to manage invoices and payments by customers in your Small Business.

  • Automatic application of Payments to Invoices
  • Know exactly which invoices are past due and which customers owe the most balance amount.
  • Get insights on which customers and invoice categories are bringing the revenue to your business.
  • Print a customer report showing all or past due invoices.
Invoices Dashboard - Small Business Management
Invoices Dashboard – Small Business Management

REQUIREMENTS

  • Excel for Windows (2013 or later)
  • Excel for Mac (2016 or later)
  • Works in Excel Online / OneDrive

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FEATURES

  1. Manage invoices and payments in one file using a simple data entry framework
  2. Partial Payments, Payments across multiple invoices and extra payments are handled
  3. Dashboard showing trend of invoice revenue and top customers with revenue and balance
  4. Unpaid Invoices Report shows all current and past due invoices with invoice aging
  5. Printable Customer Report shows summary of invoices for a single customer

HIGHLIGHTS

Simple Data Entry

The template uses a very simplified but effective data entry mechanism. You enter just Invoices and Payments.

You enter all invoices in the Invoice table.

Invoices Data Entry Table
Invoices Data Entry Table

All Payments are entered in Payments table.

Invoice Payments Data Entry
Invoice Payments Data Entry

Payment Types

There are two types of payments – invoice payments and bulk payments.

Invoice payments are payments made against a specific Invoice (via Invoice number). Invoice Payments can be partial or full.

Bulk Payments are payments that are made against multiple invoices. Any payment made without an invoice number is considered a bulk payment.

The template will automatically apply any bulk payment made by customer to invoices that are unpaid for that customer.

Overpayment whether on an invoice or via bulk payment are also appropriately calculated and displayed in Customer report.

Invoices Dashboard

Invoices Dashboard - Small Business Management
Invoices Dashboard – Small Business Management

Dashboard provides a summary of Total invoice amount, total paid and remaining balance amounts.

Invoices Dashboard - Summary
Invoices Dashboard – Summary

The dashboard shows the following visuals:

Invoice Amount by Invoice Month –  Displays revenue trend

Dashboard - Invoice Amount by Invoice Month
Dashboard – Invoice Amount by Invoice Month

Balance Amount by Due Month – Displays when balance amount will be due (future revenue projection)

Dashboard - Balance Amount by Due Date (Month)
Dashboard – Balance Amount by Due Date (Month)

Invoice Amount by Invoice Category – Identifies categories that bring most revenue to your business

Dashboard - Invoice Amount by Category
Dashboard – Invoice Amount by Category

Top 10 Customers by Invoice Amount – Customers that bring most revenue to your business.

Dashboard - Top customers with Invoice Amount or Revenue
Dashboard – Top customers with Invoice Amount or Revenue

Top 10 Customers by Balance Amount – Customers who owe the most to your business now

Dashboard - Top Customers with Balance Amount
Dashboard – Top Customers with Balance Amount

Unpaid Invoice Report

The report shows all unpaid invoices – broken down into Current and Past Due invoices. You can use this report as one place to see all invoices past due and take necessary actions to follow up with those customers.

Unpaid Invoices Report - Current Invoice and Past Due Invoice
Unpaid Invoices Report – Current Invoice and Past Due Invoice

 

Unpaid Invoices Report - Aging and Invoices due today
Unpaid Invoices Report – Aging and Invoices due today
  • Invoice Aging is automatically calculated and displayed in the report
  • Invoices due today are highlighted in blue.
  • 20 current and 20 past due invoices can be shown at a time. To see the next set of invoices, just type in 21 to see invoices 21 to 40.

Customer Report

Customer report allows generating a report of all invoices for a specific customer by typing in a customer name.

Customer Invoice Report
Customer Invoice Report

You can choose to display all invoices or just Past Due invoices. It can display 30 invoices at a time, and you can choose to display next set of 30 invoices easily.

Limits

The template by default can handle 5000 invoices, but can be extended easily if needed.

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US$35

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If you are not satisfied with the product, please e-mail support@indzara.com and we will issue a full refund.

FILE DELIVERY PROCESS

You will be able to download the file immediately upon payment. You will also receive an e-mail immediately with the download link.

FREE UPGRADES

All future updates and upgrades are absolutely free.

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