Invoice Assistant – An Invoice Manager for Excel

Invoice Assistant – An Invoice Manager for Excel is a great tool to help you manage all your invoices, payments and many other things related to your bills. Invoice Assistant can be a software program that you install on your computer or software which can be downloaded from the internet. With Invoice Assistant, you get the facility of creating, tracking and printing your invoices in Excel format. With the help of Invoice Assistant, you can generate your bills in Excel and print them at your own convenience.

It is a fact that nowadays people are paying high interest rates on their bills. To get a large share of the money which is due to the people and businesses, there has been a need for effective bill management. To maintain a record of the payment received and the expenditure incurred, invoices have become the best method to keep track.

Invoice Assistant for Excel is a program which helps you in handling invoices and keeping a track of them. To manage the bills in a better way, you have to keep track of all the bills. Invoice Assistant for Excel can help you in that matter. Invoice Assistant for Excel is a software program that helps in invoice management. It is easy to use and provides good results.

Invoice Assistant – An Invoice Manager for Excel

Invoice Assistant - An Invoice Manager for Excel
Invoice Assistant – An Invoice Manager for Excel

The Invoice Assistant for Excel works by maintaining all the different kinds of invoices such as credit cards, personal bills, departmental bills, medical bills, library bills, utility bills and so on. By the help of this program, it becomes easy for the person to manage all the bills. Invoice Assistant for Excel uses a system where all the invoices are stored in a particular folder. With the help of this program, you can organize your bills and make it easy for you to find a particular bill. You can also label the particular bills and keep them in a systematic manner.

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Invoice Assistant for Excel also provides options which help the user to sort the invoices and create labels accordingly. This program also helps in sorting the bills and organizing them in a proper manner. This program has also a feature where you can export your invoices to another program which is compatible with MS Outlook.

Invoice Assistant for Excel is a software program that works on a universal basis and can be connected with other programs which are related to managing invoices. This is possible since the program can read the fields from the other applications. You can import the data from these other applications and process it in Invoice Assistant for Excel which will in turn create an invoice. Invoice Assistant for Excel can also export your invoices to MS Word and other text files.

Invoice Assistant for Excel is a very efficient bill managing tool. You just need to install the software on to your computer and you can then manage your invoices in it accordingly. The software will also help in creating and printing invoices on demand. It works by creating an invoice number after which you can export your bills to MS Word, excel or CSV (comprised of rows and columns).

Invoice Assistant for Excel also offers other features like creation of checklists, tracking of due payments and even the ability to create payment plans. This works on the basis of “due date” and “pay due date”. It also allows you to import payment information from another program and can print invoices to a c ledger.

Creating an Invoice

  1. Select a customer from a drop-down list
  2. Choose what template you want to use from a drop-down list
  3. Enter the invoice date
  4. Choose the payment terms from a drop-down list
  5. Press a button to create the invoice file
  6. Enter line items in the invoice
  7. Save and print your invoice
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Managing Invoices

  1. Enter the amount paid in the Invoice History table when payments are made
  2. Update the Status of the invoice by choosing one of the following from a drop-down list: “Draft”, “Sent”, “Paid”, “Partial”, “Closed”
  3. Create an Aging Report by clicking on a button
  4. Create a customer’s Open Balance Report by clicking on a button
  5. Create a customer’s Open Balance Report by clicking on a button

Invoice Manager Worksheet

Invoice Manager Worksheet
Invoice Manager Worksheet

Powerful Features


Customize Templates

Easily make copies of the existing templates to pre-populate invoices with as much information as you want. For example, if you typically include the same line items on all your invoices, include those line items in a template. Below are screenshots of the 4 initial templates included in the Invoice Assistant workbook:

Add your logo, change fonts, change colors … although there are a few things you shouldn’t change in the templates, the Vertex42 Invoice Assistant is designed with flexibility in mind and there is almost no limit to the type of customization you could do with the templates. It just depends on how well you know Excel.

Track Invoices Created Using Any Tool

We’ve designed the invoice manager to allow you to track any invoice, regardless of what tool or template was used to create or send your invoice.

For example, if you are transitioning from a different invoicing solution, you could include your older unpaid invoices in the invoice manager worksheet and then begin creating new Excel invoices using the next invoice #.

Add Other Templates

See a template you really like in the Microsoft Office gallery? If it’s a simple template with a worksheet you can move into the Vertex42 Invoice Assistant workbook, you just need to define 3 named ranges (date, due date, total amount) to create invoices using that new template. Adding a few other formulas will allow you to automatically include the customer information as well.

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Open VBA Code

We know that there are many customers who are power users with Excel, fully capable of diving into VBA code and adding their own macros. While the code is of course copyrighted, we see no reason to prevent you from viewing all of the VBA code so that you can turn the Vertex42 Invoice Assistant into the tool that is perfect for your company.

Invoice Assistant for Excel can import international currency bills and convert them to the local currency of the buyer. It also creates custom checklists for billing purposes. Bill payers can be selected from the software and you can set their due date and pay via credit cards or pay pal etc. Invoice Assistant for Excel also has the ability to export bills to HTML and used for building web based email accounts. Invoice Assistant for Excel is compatible with most of the common modalities of MS Office including; Word, Excel, Power Point, PDF and more.

Invoice Assistant for Excel is quite user friendly and easy to learn. Even children can learn to manipulate the modal and understand how to use it. Invoice Assistant for Excel also helps in sending faxes and making payments online as it can export to a number of formats. If you are using internet on a regular basis to send invoices or bill payments, you can also add an invoice to your web form easily.

This software is useful for both companies and individuals to manage their bills and invoice data. Invoice Assistant for Excel is a cost effective and reliable bill and invoice manager for all your bill paying needs. No matter if you are a large company or just a housewife, it is always better to keep track of your bills and expenses via computer, the only thing that you need is an invoice manager for Excel.

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