Small businesses need simple billing solutions to get paid for their services. You can create an invoice in Microsoft Word by creating your own design from scratch or by downloading a customizable Word invoice template. Invoice templates are easy to use and can save you time so you can focus on more important business.
Instead of scratching your head with complicated invoicing software or spending unnecessary money on an accountant, you can use the invoice template. With custom industry options and fully customizable templates, you can be on your way to getting paid the right way.
How to make an invoice from a Word template
Microsoft Word is an accessible and familiar program for many users, making it a popular choice for busy freelancers and industrial workers. With a variety of free word invoice templates for all occasions.
To create an invoice in Word using a pre-existing template, open Microsoft Word, click File, then select New Template. Use the search bar in the upper right corner and type in “invoice” to filter the template results. Choose an invoice template that meets your business needs and double-click the selected template to open it. Personalize the document, then save the entire invoice to your computer.
Sometimes a basic blank invoice template just won’t do. If you are unable to select the right one for you from the range of blank invoice templates, take a look at the gallery of templates available on FreshBooks. Once you find the right template for your industry, you can start editing your invoice in minutes.
However, if you’re looking for a simple blank invoice template, the Microsoft Word template is a great place to start.
Here is a detailed step-by-step guide to creating an invoice from a Word template:
1. Open a new Word document
To use a Word template to create a new invoice, open Microsoft Word, click File, then navigate to New from Template in the menu. You should have several downloadable invoice template options to choose from, depending on your industry, unique design style, and type of services provided.
2. Choose your invoice template
You can scroll through the template options in Microsoft Word, or you can filter them to show the most relevant results first. To do this, click on the search bar in the upper right corner and type in “invoice”. Find a template that meets your business needs. Word has templates for sales invoices, utility bills, and more. Choose a design that suits your brand.
With free blank invoice templates, you have the variety and options you need to make your business stand out. Your customer will appreciate your professionalism, as billing is an important part of the service process.
3. Download the invoice template
Once you find an invoice template that meets all your needs, double-click on the selected template. A new Word document with the template design will open. When using Microsoft Word, you have the option of choosing from a customizable range of printable invoices. You can send your invoice directly to your customers’ inboxes or, if they are older, you can send it by post.
4. Customize your invoice template
Next, customize the invoice template to reflect all the relevant details of the project you’ve completed. A free invoice template will be formatted to display all of the most important business details to keep your invoice accurate. Filling in the fields correctly is an important step, as entering the wrong information could delay your payment. Be sure to include the following information:
- Your logo, if you have one
- Your business contact details, including your name, address, telephone number and email address
- Your client’s contact details
- A unique invoice number, for reference.
- billing date
- A detailed list of the services you provided to the client, with the amount or number of hours worked and the rate included.
- A subtotal for each of your services
- Your payment terms, including the payment methods you accept and terms for late fees
- The payment due date
- The total amount due for the invoice, including applicable taxes
5. Save your invoice
When you are satisfied with the completed invoice, save it to your computer. You can save it as an editable .docx document, and you’ll also want to save it as a PDF document, so that the final version you send to clients can’t be edited by anyone.
If you think you need to add more details later, you can save your invoice as a Word document first. This gives you the flexibility to add more services later or adjust your hours or material costs. However, by the time you send it to your client, you will want it saved in a final PDF format. Please keep this in mind before emailing invoices to your customers.
6. Submit your invoice
Send your invoice to the customer in the most convenient way, either by mail or by e-mail. Include a brief cover note outlining the most important details, including the balance owing and the payment due date.