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.

Microsoft Excel 2007's conditional formatting feature allows you to format cells based on certain criteria. As an example, you might want the row color to change based upon a credit or debit on a ...

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.