PLEASE NOTE THIS PRODUCT IS FOR:
EXCEL 2007 or later (File: XLSX)
MAC 2016 16.26 or later
THIS PRODUCT WILL NOT WORK FOR:
Microsoft - EXCEL 2003 XP (File: XLS)
INVOICES & CLIENTS
The Client Management Application is specifically designed for the UK market.
Excel based application
No internet connection needed
No monthly fees
Simple to use
Raise your invoices
Keep track of clients' payments
Maintain clients' details
Import your existing clients & invoices
Add the VAT rate
Insert your logo
Chose the bank details to use on a particular invoice
Select your own terms of payments
Select the currency (amongst 30 different currencies)
Issue an invoice or a credit note
Free trial period for 6 months!
You can then buy the product after 6 months for £125
We are an accounting practice and we provide a simple but efficient excel based application to manage your clients.
You'll find below most of the functionalities of the application
HOME PAGE - This menu allows you to navigate through the application
SET UP - The information of your business is populated here and will appear on the invoice
NEW CLIENT - Add a new client here. The information on that page will be used in some other parts of the application
AMEND CLIENT INFORMATION
CLIENT INFORMATION - Get the details of a particular client. All the invoices for this client will be listed. Comments regarding the client can also be added.
RAISE AN INVOICE / CREDIT NOTE - The information entered in the set up page will be shown on the invoice as well as the details of the clients . The uploaded logo will appear on the top left of the invoice and can be repositioned at any time.
INVOICE / CREDIT NOTE PREVIEW
RECORD A PAYMENT / DELETE AN INVOICE - To record a client payment, select the client, locate the invoice and enter the payment and payment date, then VALIDATE
To delete an invoice, select the invoice and DELETE
INVOICES STATUS - This screen allows you to see all the paid and unpaid invoices raised. Several filters are available to select a client, display unpaid or (partially) paid invoices. The invoices can also be exported onto Excel.
UPLOAD YOUR EXISTING CLIENTS - You have the option to upload all your legacy clients without the need to add them one by one in the application.