Create Invoices From Excel Spreadsheet​: Bulk Invoice Generation Made Simple

DepositFix integrates seamlessly with Excel, allowing you to create invoices in bulk from your spreadsheets. Simplify your workflow and enable your customers to pay instantly by clicking a link on the invoice. Whether you’re managing recurring payments or bulk billing, DepositFix is your trusted partner.

Excel + DepositFix = Bulk Invoicing With Payment

Streamline Bulk Invoice Creation

With DepositFix, generating invoices in bulk from Excel spreadsheets has never been easier. Upload your data, and our system takes care of the rest.

Payment Links Made Easy

Every invoice comes with a clickable payment link, enabling your customers to pay quickly and securely.

Features of Excel Integration for Invoicing

Invoice Generation from Excel

Automatically generate invoices by uploading Excel spreadsheets containing customer data, product details, and amounts.
Saves time for businesses managing bulk invoices, eliminates manual entry errors, and ensures accuracy.

Bulk Invoice Uploads

Ability to upload an Excel file with hundreds or thousands of rows to create invoices in bulk.
Critical for companies handling recurring or one-off invoices in high volumes (e.g., agencies, event organizers, or service providers).

Custom Field Mapping

Allow users to map custom fields in their Excel sheets (e.g., client name, invoice date, amount due, payment terms) to DepositFix invoice fields.
Provides flexibility for businesses with unique data structures in their spreadsheets.

Tax Calculation

Automatically calculate taxes based on uploaded data or predefined tax rules within DepositFix.
Ensures compliance and accuracy for businesses operating in multiple regions.

Error Detection & Validation

Validate uploaded Excel data for missing or incorrect information (e.g., empty required fields, invalid email addresses).
Helps businesses catch errors before invoices are generated, reducing the risk of delays or disputes.

Recurring Invoice Setup

Allow businesses to set up recurring invoices from Excel for subscription-based or recurring payments.
Streamlines recurring billing workflows and eliminates manual input for repeat clients.

Data Security & Compliance

Secure handling of Excel uploads, ensuring customer and financial data is protected.
Builds trust and ensures compliance with industry standards like GDPR or PCI DSS.

Integration with Existing Tools

Combine Excel workflows with DepositFix’s existing integrations (e.g., HubSpot, QuickBooks).
Enables seamless workflows by bridging Excel data with CRM or accounting tools.

Automated Payment Links

Generate invoices with prebuilt payment links based on Excel data for faster customer payments.
Makes it easier for customers to pay invoices directly online, reducing delays.

Reports and Metrics

Provide analytics based on uploaded data to track paid, pending, or overdue invoices.
Gives companies actionable insights into their cash flow and payment status.

Benefits of the Excel Integration for Invoicing

Faster Invoice Processing

Cut down hours of manual work with bulk invoice creation directly from your Excel spreadsheets.

Simplified Customer Payments

Payment links streamline the payment process, offering convenience to your customers.

Reduced Errors

Automated data mapping minimizes the risk of manual entry errors, ensuring accurate billing.

Improved Financial Insights

Track payments and outstanding invoices easily with real-time updates.

Custom Solutions for Your Business

From small businesses to enterprises, DepositFix scales with your invoicing needs.

Why Businesses Trust DepositFix for Excel Integration

Ease of Use

User-friendly setup process designed for all skill levels.

Efficient Automation

Save time and reduce administrative workload.

Reliable Support

Expert help whenever you need it.

Secure Payments

Ensure customer data and transactions are handled with top-tier security.

How to Get Started with DepositFix and Excel Integration

1
Sign Up for DepositFix

Create your account to access the Excel integration feature.

2
Upload Your Excel Spreadsheet

Map your spreadsheet fields to create invoices.

3
Customize Your Invoice Template

Tailor the design and content to suit your brand.

4
Distribute and Monitor Payments

Send invoices with payment links and track payment statuses in real time.

Ready to Simplify Your Invoicing Workflow?

Generate invoices in bulk from Excel spreadsheets, simplify customer payments with clickable links, and optimize your workflow with DepositFix.