The Customer Invoicing Template is an Excel invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The database structure of the invoice system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems. Key features of the Customer Invoicing Template include: Control panel to establish predefined content for the invoice template and facilitate efficient customer invoice management; Add, update, access and remove products, customers and orders quickly and easily; Capacity to save 65000 products, 65000 customers, and 1.3 million orders; Locate and load previously saved invoices in the system; Import and export customer and product lists in CSV text file formats for integration with existing inventory and customer management systems; Export invoices to Excel worksheets or Microsoft InfoPath XML files; Automatic product inventory stock level adjustment; Update of amount paid for invoices by customers for calculation of uncollected revenue outstanding; Sales reporting for the analysis of product and customer profitability and performance with ranking options.
| Requirements: | Requires Microsoft Excel 97 or higher |
| Trial version Limitations: | 30 day trial |
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Customer Invoice Template
