![]() Additional analysis is provided by customer and product with ranked profitability by quantity sold, revenue or profit. The summary totals analysis is also provided as averages by customer and product and as percentage of total sales revenue. The sales reporting between two specified dates calculates totals for product revenue, shipping costs, sales tax payable, collected and uncollected sales revenue and sales discounts offered. Sales Invoice Reporting Sales reporting from invoices saved in the system combines customer and product details to provide valuable analytics on profitability performance. Sections of the invoice template can be hidden and unhidden for printing and publishing depending on the business requirements and invoicing preferences. Product inventory levels update automatically to both new orders and revisions to existing orders for precise inventory reorder point analysis. The data integrity management ensures efficient and confident customer invoicing as we all and accurate sales reporting and system integration. As invoices, customer details and product details are saved to the system checks are made to the content so that information is either added or updated accordingly. The invoice control options provide tools rapidly create, load and manage invoices and details such as customers and products. ![]() Customer invoicing can be undertaken via a dual approach of manual data entry with the option to save information and data loading from previously saved data. The control panel provides fast access to all aspects of the Excel invoice template for managing invoices, customers and products as well as remote system integration.Ĭreating and Managing Invoices The Invoice template provides centralization sales order and invoicing management with a wide range of tools and options. Shipping methods van associated costs can be defined so that amounts are loaded directly into totals as the shipping method is selected. ![]() Terms of sales and invoice notes texts can be managed so that they can be quickly selected and applied where appropriate for each invoice. Invoice details provide default values for new invoices including currency, sales tax rate, shipping method, terms and notes which can subsequently be changed for each invoice. Company details provide information for the invoicing entity and can be modified for departments or sales representatives. Invoicing Control and Customization The concentrated control area for the Excel invoice template provides options to set global variables and predefined content for accelerate invoice generation, customization and system navigation. Sales reporting displays itemized financials including revenue, shipping costs, sales tax, uncollected revenue outstanding with breakdowns by product and customer.Overall styles and logo can be customized to match company image. Sections of the invoice can be toggled as hidden or shown depending on preferences and business requirements.A separate shipping slip is provided with the product information from the invoice for transport and packaging processes with the ability to specify additional shipping details such as purchase order number, alternative shipping address and transport information.Optional product attributes can be defined for applying to individual invoice items to specify modifications and features (such as size, color, model etc.).Product inventory levels can be easily analyzed and sorted to determine reordering requirements. Product inventory stock levels are automatically adjusted as invoices are created and updated.Invoices can be printed and exported to new Excel workbooks or Microsoft InfoPath XML files for distribution to customers or integration with other systems.This enables the invoicing system to be integrated with existing inventory management and customer relationship management (CRM) systems. Customer and product lists can be both imported with column mapping criteria and exported in standard or user defined text file formats.Previously saved customer invoices can be located and loaded quickly into the template with a filtering system that returns search results for specified dates, products and customers.The Excel invoice template has a large capacity to store products, customers and orders and is optimized for all versions of Excel. ![]() Individual product, customer and order details can be retrieved, added, edited or deleted quickly and easily with checks to ensure data integrity on modification.The control panel allows the entering of business specific information and preferences for populating the invoice template and facilitating customer invoice management tasks. ![]()
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