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Invoice Template with Sales Reporting

Excel invoice template with sales reporting for sales and marketing

Excel Invoice Template with Sales Reporting

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(4.4/5 from 13 votes)
Invoice Template with Sales Reporting screenshot
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 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.

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Price: USD 26.00
(Updated on 2023-09-01)

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Latest Reviews for Excel Invoice Template with Sales Reporting:

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Reviewed by Harmesh Kumar on
This is a very impressive Excel based software in small size with simple layout. Very fast to work with and practical.

Reviewed by Mani on
Its really a great product for which I was looking for my small business. It helps me to mange and organize my order and supply. As well as I am able to keep the inventory up to date.

Reviewed by Mohammed Hammoudeh on
This is a very nice and simple program perfect for small business use.

Reviewed by Kenneth on
This is the most powerful invoice template I have ever used. Most templates on the market only contain simple equations, but this one can keep track of the records. Highly recommended.

Reviewed by John Zapata on
The invoicing system is a great tool and managing everything is very easy to use.

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