Turn your Excel invoice log into an invoicing system
In a sheet every invoice is a line and you hunt for overdue ones by eye. Upload your invoice log and Fanann proposes a system that links each invoice to its customer, shows what is paid, due and overdue, and totals your collections month by month. Your past invoices come with it.
When does the Excel file stop being enough?
Overdue invoices are buried in the rows
To see who has not paid you have to sort, colour and add things up by hand every time.
The same customer is typed three ways
The name is retyped on every invoice with a different spelling, so you never get a correct statement for a customer.
Numbers change without a trace
Anyone can change the amount of an old invoice, and nothing shows that it happened.
What does each column in your file become?
These are common columns in a file like this, what Fanann reads from them and how they show up in the system.
The invoice’s unique identifier: you search by it and check nothing is duplicated.
Becomes a customers module, with every invoice linked to its customer.
A date field and the basis of monthly reports.
The overdue list is worked out from it.
A money field totalled on the dashboard.
A separate money field shown in the invoice details and reports.
Paid, due, overdue: ready filters and a count for each.
What does Fanann propose for a file like this?
A proposal you see before the build and can adjust: switch off a module, rename a field, or add what is missing in a sentence.
Screens
- An invoice table with status and date filters
- An invoice page with its lines and payment status
- A statement for each customer
- A new-invoice form and a record-payment form
Reports
- Collected and outstanding by month
- Overdue invoices by customer
- Total tax per period
Roles
- An accountant who issues and edits
- A sales rep who sees their customers’ invoices
- A manager who sees the reports
Five steps to turn your Excel invoice log into an invoicing system
- 1
Prepare the invoice log
One invoice per row, amounts as numbers with no currency symbol in the cell, and dates in one format. Spell customer names consistently where you can.
- 2
Upload it in “Excel to App”
Upload the .xlsx or .csv file, up to 10 MB. If each year has its own sheet, upload the whole file and it is read sheet by sheet.
- 3
Review the types and links
Check that amount and tax were read as money and dates as dates, and review the proposed link between invoices and customers.
- 4
Adjust the proposed system
Set the invoice statuses you use, who may edit after issuing, and which reports you want in front of you every morning.
- 5
Build it and check your numbers
After the build compare the invoice total in the system with the total in the file. Then issue new invoices from the system only.
An invoicing system for a marketing-services office. I want a statement per customer, a list of invoices more than 30 days overdue, and a monthly collected-versus-outstanding report. The accountant issues invoices and the manager only sees reports.
Plainly: the limits you should know
Questions people ask
How do I turn my Excel invoices into an invoicing program?
Do Excel formulas, such as totals and tax, carry over?
Are the invoices compliant with e-invoicing rules in my country?
Can I send the invoice to the customer or take payment online?
How many invoices can I import from the Excel file?
Is turning my invoices file into a system free?
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Excel to App
The feature page: how Fanann reads your file, what it proposes and how it builds the system with your data inside.
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Employee nameEmployee IDDepartmentJob titleSteps and columnsHow to turn an Excel file into a complete system
The full step-by-step guide: preparing the file, uploading it, reviewing what Fanann proposes, building, then the day you move from the file to the system.
Read the guideYour file is ready. Your system is one upload away.
Upload the Excel file, review what Fanann proposes and get a system running on your data. Excel to App is part of the paid plans, and signing up is free.