How to Make an Invoice in Excel. If you're a company that plans to extend credit to your customers, you'll have to get familiar with invoice generation. The invoice is a bill to another business ...

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.

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

The template appears in a Word or Excel document screen. Type your data into the invoice template. Edit the font, alignment or other formatting with the Word or Excel commands. Save this invoice.

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.