Learn how to easily automate your Excel invoicing using an invoice template and creating a customer database that will use an XLOOKUP function ...

I use Excel for everything from managing my projects and tracking my progress to generating invoices and maintaining a database of potential leads.

Learn how to create a self-updating invoice tracker in Excel with formulas, macros, and automation tools. Save time and stay organized!

By categorizing invoices based on their due dates, businesses can identify overdue payments, prioritize collections, and evaluate customer payment behaviors. AR aging analysis is available in many ...

Tax season doesn’t have to be a headache. With the power of Excel, small business owners can streamline their tax preparation, saving time and reducing stress.