3. Initialize Variable For Invoice Items Here you can initialize an Array variable to hold the SharePoint list items. The items will need to be in an array when populating the Word template later. 4.

Beneath that, put "Date," "Invoice Number" and "Due Date." Each invoice that you send to a client must have its own unique number, which is sequentially generated, such as 0010, 0011 and 0012.

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.

You can also customize the invoice templates to your firm’s brand. Lastly, they can also be used to automate recurring invoices, all while keeping the process professional and organized.