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.

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 ...

Here are the basics steps involved in setting up an invoice using a Word template -- along with a sample template you can download and customize.

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.

Custom projects in Excel include invoices, sales receipts, expense reports, budgets, mileage records, graph paper, note pads, business cards, forms, flyers, brochures, certificates, flowcharts ...