Excel template stores orders, customer info and more.
The Customer Invoicing Template can store orders, products, and customers, and can perform advanced invoice sales reporting. The structure of the customer invoicing system allows the insertion of, update of, 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. The Excel invoice template provides a control panel to establish predefined content for the invoice template and to facilitate efficient customer invoice management. Products, customers, and orders can be quickly and easily accessed, added, modified, and removed. Previously saved invoices can be located using a filter screen by customer, product, and date, and loaded into the invoice template for viewing or modification. Checks are made when saving customer, product, and invoice details to update or add records accordingly. Customer and product lists can be imported and exported in flexible text formats to enable integration of the invoicing system with existing CRM or inventory management systems. Invoices can be printed or exported to new workbooks and to InfoPath XML files. Product inventory stock levels are automatically adjusted as invoices are created and modified. The sales reporting between two dates analyzes product and customer profitability, and performance with ranking options and breakdowns for revenue, shipping, and sales tax. Additional options for the Excel invoice template include product attribute loading to invoice items, shipping slip transport, and packaging purposes, and customization of content and styles to match business requirements. The Excel Invoice template is compatible with Excel 97-2013 for Windows and Excel 2011 or 2004 for Mac as a cross-platform customer invoicing solution.
What's new in Customer Invoice Template
Enhanced exporting functionality
Conversion to XLSM for current and future version of Excel for Mac
Tested for Yosemite compatibility
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