Include a table listing all the goods or services provided. You can also include the date you completed each job. The issue date is the day you send the invoice to your client, while the payment due date is the date by which the client should pay the invoice. Include Invoice Dates (Issue Date & Payment Due Date) You can also type in their other contact details if applicable. Address your client by writing “Invoice To: ” and include their name and address. Add Your Client’s DetailsĪfter adding your information, it’s time to insert your client’s details. For freelancers and sole traders, your name and contact details are sufficient. This includes your company name, address, contact details, and even a brand logo if you have one. Add Your Business’ Informationīelow the title “Invoice”, you can input your business’ details. You can put this at the top right-hand side of the document. A simple number like “Invoice 001” is good enough. This keeps your payment system systematic and organised. A big and bold “Invoice” at the top left will do.Īn invoice number can help you track the invoice as well, especially if you’re dealing with multiple clients. This makes it clear to the client that you’re issuing them an invoice. Start the invoice by simply typing the word “Invoice”. Include The Word “Invoice” & An Invoice Number We won’t go through that here, but instead we’ll just discuss the things to include in more detail. Using tables is the easiest way to go, but you can then use things like the layout and design tabs to really make it unique. How To Create An Invoice In Word From ScratchĬreating an invoice in Microsoft Word from scratch requires a bit of formatting. To do this, simply go to ‘Save As’ and select PDF. We recommend saving it as a PDF, as that allows you to keep a copy for your own offline records. Save And Send Your InvoiceĪfter you complete your invoice, simply save it and send it to your client. While you want your invoice to have the necessary detail, it shouldn’t look messy. Feel free to move things around or remove anything you don’t need. For example, you might not need a column for taxes. Some templates may come with extra placeholders you don’t need. All you have to do is fill in the details in the relevant places. Most templates come with placeholders to guide you in the process of making your invoice. This may require a slightly different approach depending on if you’re using a Mac or a PC, but there’s a search bar on both that makes it fairly straightforward. Select a suitable template and open it up. When you open Word, go to the search bar at the top of the window and type in “invoice.” Word will then bring up a selection of invoice templates for you to choose from. How To Make An Invoice In Word With Pre-Made Templates 1. There are some handy templates to choose from It’s going to cost a lot if you don’t already use Word It’s free if you already have Microsoft Office But first, what are the benefits and drawbacks of using the program for invoicing? (We go into more detail about these later on in the article.) Pros & Cons Of Using Word To Make Invoices PROS OF INVOICING WITH WORD We walk you through the steps to make an invoice using a Word template and how to do it from scratch below. However, bear in mind that there is still room for customization within the invoice templates. If you want to make a more custom invoice, then starting from scratch is also an option. For beginners, pre-made templates are the way to go. There are two main ways to make an invoice in Word – using a pre-made template or creating an invoice from scratch. While there are built-in templates, there aren’t that many to choose from, and Word doesn’t have many built-in features for making optimized invoices. You can make an invoice in Microsoft Word, although it’s not the best program to use for making invoices as a freelancer or small business.
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