making an invoice in excel 4 ways to make an invoice on excel wikihowstep 1 open microsoft excel it s a green icon with a white "x" on it the microsoft excel home page will open step 2 search for an invoice template type invoice into the search bar at the top of the page then press ↵ enter to search for invoice templates you must be connected to the internet in order to search for templates step 3 select a template a template that you want to use to open it in a window.how to make an invoice in excelwhen it s time to generate invoices to send to your customers you can make the process simpler by using templates in microsoft excel 1 load microsoft excel and click "file" then "new" to open the "new workbook" dialog box.
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