Discover how to easily create, track, and manage invoices in Microsoft Excel.
- [Jess] My name is Jess Stratton and welcome to this course on learning how to create an invoice and manage it. I'm going to walk you through the entire process. As there's no need to recreate the wheel, I'll take you through downloading a template for both an invoice and an invoice tracker. I'll show you how to customize the invoice such as adding a logo. By the end of the course when you're feeling confident we'll add functionality such as creating a drop down list of products and even automatically populating the price.
I'll show you how to auto increment the invoice number. And finally, we'll do a small amount of VBA code to automatically add the invoice to the tracker with a button. That is a lot, so let's get started.