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Introduction to Excel Invoice Manager

- Document for Excel Invoice Manager

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This version of the document, "Introduction to Excel Invoice Manager", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

Microsoft Excel provides comprehensive data formatting, calculation, reporting and analysis facilities. This is why so many people use it as an invoice creator. There are also a number of free and commercial invoice templates you can download from the Internet. However, like it or not, this fact must be faced: Excel is basically a client oriented, general-purpose desktop tool and is not specialized to store, organize, and manage large amounts of data.

To successfully store, organize, and manage large amounts of data, such as your daily invoices, the best choice is a Relational Database Management System (RDBMS).

Excel Invoice Manager is based on these two time-tested technologies and allows them to do what they are best at: using an Excel template/workbook to create, calculate invoices and reports, using a back-end database to store and manage all persistent data like customers, products, and invoices.

Excel Invoice Manager: A flexible Invoice Program/Application

The advantages of this approach are obvious. With the front-end Excel workbook/template, you get not only a What You See Is What You Get tool to create invoices and reports, but also the thousands of features that come with Excel to customize everything you need. With the back-end database system, you have a safe, efficient mechanism to store and manage large amounts of data.

From the point of implementation, an Excel Invoice Manager system consists of three parts:

  • The first part is Excel templates/workbooks with responsibility for creating and calculating invoices and displaying reports. The workbook itself does all calculations related to invoice. In other words, this invoice workbook can run alone to create and print invoices, without the help from other two parts.
  • The second part is an Excel COM add-in, which runs in background and connects the Excel workbooks to the back-end databases. This COM add-in creates a bridge between the invoice workbook and the database, providing an interface for all database tasks, such as querying databases and returning results.
  • The third part is a relational database that provides a secure, efficient, flexible mechanism mechanism to store and manage all persistent data.

The Excel COM add-in is a very flexible invoice program that has the ability to connect multiple invoice workbooks to different databases. As a result, you can design your invoice management system as follows:

  1. One workbook, one database: This is the simplest model. You create invoices using the invoice workbook and store them to the database through the COM add-in.
  2. Multiple workbooks, one database: By applying multiple workbooks, with each workbook having its own styles, colors, contents, or even a different tax system, you can use very different workbooks to create invoices and then store them to the same central database. These workbooks can be installed on different workstations on a LAN, or they can also be installed on a single workstation.
  3. One workbook, multiple databases: As mentioned above, all persistent data is stored in databases. You can use multiple databases to isolate different types of data. For example: one database for one business type.
  4. Multiple workbooks, multiple databases. On a single workstation with one copy of Excel Invoice Manager installed, you can utilize multiple databases and workbooks to construct a complex invoice management system.

Minimum System Requirements:

  • Microsoft Windows 7 | Vista | XP | 2000
  • Microsoft Excel/Office 2010 (32-bit) | 2007 | 2003 | XP (2002) | 2000