Small Business Manager ToolKit- Excel

Small Business Manager Pro – The Complete Business Management Toolkit
Create quotations. Generate invoices. Track payments. Manage your business.

Small Business Manager Pro is one connected Excel workbook for entrepreneurs, freelancers, shops and service businesses. Enter a quotation, invoice, payment or expense once, and your customer balances, stock, profit, cash flow and dashboard update automatically. There are no macros and no software to install.

What’s included

• Quotations: printable quotations with your details and logo space, plus a register tracking pending, accepted, rejected and expired quotes.
• Invoices: printable invoices with due dates and bank details. Part-payments are supported, and status updates automatically: unpaid, partially paid, paid or overdue.
• Customers: balances owed, overdue amounts, payment history and follow-up dates.
• Income and expenses: a categorised cash book for running costs, stock purchases, loans and drawings.
• Stock control: stock on hand, stock value, low-stock alerts and suggested reorders.
• Profit & Loss: monthly gross and net profit, plus a VAT summary.
• Cash flow: actuals plus a forecast that warns you before cash runs short.
• Budget and sales targets: budget against actual results, and sales tracked against monthly targets.
• Dashboard: your key figures, alerts and charts on one page.

Also included: a sample workbook with a fictional business, built-in instructions, and a Quick Start Guide (PDF).

Works in Excel 2010 or later and LibreOffice. You set the currency, tax rates and categories, so it suits businesses in Zimbabwe, South Africa, Kenya, Nigeria and beyond. Single currency per workbook. Not a fiscal device or e-invoicing system.