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.

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.

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

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.

Creating an invoice is a simple way to bill your customers and keep track of your accounts receivable. Here's what you need to know to create an invoice.