Using an invoice made in Excel

Hi everyone. I'm pretty new to Excel, but I've managed to make a parts and labor invoice anyhow. My problem is, I don't know how to use it. Basically we want to be able to put a link to the template on the desktop and pull it up when we need to make a new invoice. I want it to work similar to a PDF form, where you cannot change any of the form data, you can only input information.

So, is there some way I can save it as a form? Do I need to turn it into a pdf, and if so, how?

I also need the ability to email invoices and I want to ensure that my customers will be able to open and read them.

Thanks in advance!

You need third party software to convert to a pdf like CutePdf, then vba to email it.