Since your file is already an .xlsm (Macro-Enabled), it’s often best to add a button that handles the naming and saving for you automatically. You can use a VBA script to pull the and Customer Name directly from cells to name the file. Sample VBA Code:
If you are looking to download a new template that already has these macro features: Download Invoice From xlsm
: Sites like Vertex42 and Wise offer free, advanced Excel invoice templates that include built-in formulas for tax and total calculations. Since your file is already an
: Never send the original .xlsm file to a client. It’s less professional and may trigger security warnings due to the macros. Always convert it to a PDF first. Create estimates and invoices - Microsoft Support Download Invoice From xlsm