Building an Excel automated invoice system Begin the process by making an invoice template that includes pre-formatted fields for item descriptions, quantities, unit prices, and customer information.

Start Microsoft Word or Excel, which share the same template setup. Click the "File" tab, then click "New" to open the "Available Templates" screen. Double-click the "Invoices" button. Double ...

1. Create an invoice template There are many free invoice templates available in Microsoft Word, Excel and Google Documents, so you’ll never have to worry about creating your own template.

A suitable template also ensures a consistent look and feel across your spreadsheets. Check out my separate post to find the top free templates for Excel.