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if youre often generating invoices in Excel what youre about to learn is going to save you hours of time were going to build an automated invoicing system where all of the customer details get filled in using a dropdown all of the totals and taxes get calculated automatically and you can export the whole invoice as a PDF in just one click even better it automatically gets saved with the invoice number and the customer name and you can save it in the file path that you want best part is you automate this once and you can forget about how its done entirely so lets get into it the first step for us is to create an invoice template which is what we have over here under this invoice Tab and to the side I have a second tab called customers which is where we would list out all of our customers with their respective details so in this invoice tab you can see I already have some of the formatting done so if you want to follow along you can download this exact same file the video descriptio