How to Create Invoices in Word?

Even if you are preoccupied with sorting out legal and administrative hassles, you still need some basic understanding of some business terms to ensure your business’ smooth sail. One such is creating an invoice. You can create an invoice in word using the tips outlined in this article.

Below, we’ll cover:

  • How to Create Invoices in Word?
  • How to Make Invoices from a Word Template?
  • Finding Free Microsoft Word Invoice Templates?

Even if you are preoccupied with sorting out legal and administrative hassles, you still need some basic understanding of some business terms to ensure your business’ smooth sail. One such is creating an invoice. You can create an invoice in word using the tips outlined in this article.

How to Create Invoices in Word?

Creating an invoice in Microsoft Word isn’t as difficult as you might perceive. In a few light steps, you should be able to draft a custom invoice that captures all details of your transaction you want recorded. The following invoicing steps should guide you in creating a personalized MS word invoice.

  • Launch MS word on your device
  • Click ‘New blank Document’.
  • Use the Insert button on the toolbar ribbon
  • Access ‘Header’ and choose a format that interests you

The next step to creating a final invoice is incorporating company and client details. To achieve that, do the following:

  • Insert company logo where necessary
  • Include company details such as address, name, email address and phone numbers
  • Add details of customer
  • Add a unique reference invoice number for filing
  • Create a list of goods or services using tables and add their sub-total
  • Enter due date for payment
  • Add the total amount due for payment

After all these details have been incorporated into the draft, the MS invoice has been successfully created.

How to Make Invoices from a Word Template?

To make an invoice in word is quite easy if the steps are followed very carefully. Microsoft Word comes with several invoice template documents. The following steps would lead you to a MS word invoice template.

  • To access any of the MS word invoices, simply open MS word.
  • Click file. Navigate to new, sort through the template.
  • Select an invoice template document.
  • If one couldn’t be found, use the search bar above the template to look for an MS word invoice on the web.

Locating the invoice template document is one step. The other part is customizing it with details of your company.

Enter company details;

Company details such as the name of the company, its logo, contact address and email should be shown on the invoice. This makes for easy communication between you and the client.

Add Customer details;

Client details are as important as the company details. Name, contact address and phone number of the client should be clearly stated on the invoice. This gives a personalized feel to the invoice.

Enter detailed list of services rendered;

A sub-total of goods or services rendered to the client should be listed. Total amount due for payment including VAT if necessary should be shown. Also, a due date for payment should be listed.

Finally, add a unique reference invoice number for easy filing under client’s name.

After filling all necessary details, MS invoice is no longer a template and should be saved.

Finding Free Microsoft Word Invoice Templates?

Free MS word invoices can be downloaded online. The invoice template comes in different forms and variety. The invoice template is available in Word, Excel and PDF. WeInvoice is a website with lots of various invoice template documents. Download the template that suits your needs or business the most and make an invoice in word.

To make an invoice from our downloaded template, check “How to Make Invoices from a Word?" on our page and follow the step accordingly. Your invoice needs would be served.

FAQs

Q: How do I ensure my MS invoice is not edited after sending?

A: To ensure your invoice’s integrity, make sure you save it in PDF format. Invoices saved in this format are less prone to manipulation or forgery.

Q: Can the invoice be saved in any other format aside word?

A: Yes, it can. After creating an invoice in MS Word. Click File on the tool ribbon. Select Save As. Choose the location you want it saved. Name the newly created invoice. Select the drop down and choose the type of file you need the invoice to be. Click Save.

Q: Can the MS Word invoice template be used to create any type of invoice?

A: Yes, it can. The most common types of invoices are interim invoice, sales invoice, Pro forma invoice, recurring invoice, past due invoice, and commercial invoice. You just need to tailor the MS word invoice template to meet your needs and it is acceptable.

Invoicing can help your business administratively, especially if it is service-oriented. Although there are different templates to apply, you may for one reason or the other want to create yours from scratch. Using the above-listed tips, you should be able to create a professional invoice and condition a perfect relationship with your clients.