The best format to go for is PDF, so that the invoice format doesn’t get scrambled along the way. To save your finished invoice, click on Fileand then Save As.Ī save pop-up menu should appear, that allows you to name the template and save it to your preferred format, and folder.

All you have to do is fill in the built-in forms the system provides with your invoice details, press Send, and you’re done! Step 3: Save your Completed Invoice Invoicing software offers hundreds of pre-made professional templates, which can be created and customized in a matter of seconds. If that’s the case, give invoicing software a try. Do this by either directly sliding the logo picture onto the document or by choosing the photo from the Insert menu as shown below.Īnd you’re done! All that’s left to do now is save, download, send the invoice, and get paid!Īre you tired of manually editing templates in Word? Or maybe you’re looking for a more professional tool to create your invoices with? If you want to add more style to the template, consider attaching the business logo on the header, next to the company name. If there’s anything that doesn’t work for your business, Word allows you to easily remove, resize, or adjust the size of elements. Fill in all of the invoice details on the appropriate sections, and change the font and document colors to your preference. It’s finally time to start customizing and editing your invoice. Head over to our guide on invoice types for more information on the different elements every invoice type includes. Now, these elements may vary from your industry, clients, and products or services you’re billing, so you might need to include more details than the above.

Itemized list of products and services with a brief description.

Typically, the essential elements of an invoice include: However, before you start editing, make sure that the template matches all of the necessary information of an invoice. Usually, Word invoice templates have pre-existing placeholder text that guides you through what information you have to add to each section, as shown below. Once you’ve chosen an invoice template, you should decide on the elements you’ll want to include.

Once you’ve decided on a template, press on it and then click the Choose button at the bottom right of the page to select it.

There you can scroll through the options until you find a template that you want to use. Now that you’re at the document gallery, locate the search bar (which is typically on the top right of the page) and type the word invoice. If that doesn’t happen and Word opens a blank document instead, you can find the template gallery by clicking on File at the top navbar and then clicking on New From Template. When opening Microsoft Word, the software usually redirects you to the word document gallery automatically. Here’s the step-by-step guide on how to make an invoice from a Word template: Step 1: Pick Your Invoice Template If you're sending these invoices in bulk, Word also allows you to tailor each one through the mail merge process. These invoice templates save you the trouble of having to manually create the format from scratch, and can also be personalized to fit your business needs. The easiest way to create any type of invoice in Word is through their premade invoice template gallery. How to Make an Invoice from a Word Template Creating an Invoice with Invoicing Software.Blank Word Invoice Templates for Business.What Are the Advantages and Disadvantages of Creating an Invoice in Word.How to Create an Invoice in Word from Scratch.How to Make an Invoice from a Word Template.In this guide, we will explain how to use both of these methods to make an invoice in Word, along with its advantages and disadvantages. Which of course is a lot more time-consuming. The other way is by using Word to create the invoice layout and template from scratch. The most common way is by choosing an invoice template from their template gallery. There are generally two ways you can go about creating an invoice in Word. Creating an invoice in Microsoft Word is fairly simple.

Word invoice sample