Invoice Manager Pro Excel Template for Small Business
Originally published: 20/02/2023 09:41
Publication number: ELQ-35977-1
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Invoice Manager Pro Excel Template for Small Business

Generate and manage invoices, and payments by customers with this simple excel spreadsheet template.

Description
** Generate printable and customizable invoices per your small business needs.
**  Assign payments against invoices automatically.
** Know exactly which invoices are past due and which customers owe the most balance amount with our dashboard.
** Get insights on which customers and invoice categories are bringing revenue to your business.


KEY HIGHLIGHTS
i. Manage and generate invoices and manage payments in one file using a simple data entry framework.
ii. Partial Payments, Payments across multiple invoices, and extra payments are handled.
iii.  Dashboard showing the trend of invoice revenue and top customers with revenue and balance.
iv. Unpaid Invoices Report shows all current and past due invoices with invoice aging.
v. Print a customer report showing all or past due invoices.
vi. Print invoices with customizable fields.


Simple data entry process to generate invoices.
Get a quick view of invoices by category, top invoice amount by month, balance amount by due month, and top customers in a dashboard view, that is fully automated.


This template handles two types of payments – invoice payments and bulk payments.


This template shows the Unpaid Invoices Report - 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.


Customer report - generate a report of all invoices for a specific customer by typing in a customer name.


All of this for your small business, using simple data entry steps.

This Best Practice includes
1 Excel Template and 1 Excel Template with sample data.

Acquire business license for $59.00

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