How to Use an Invoice Template, Microsoft Word Style

Posted by Casandra Properties on Sunday, October 25th, 2020 at 5:01pm.

There's a ton of great tools that Microsoft Word offers to streamline documents for your business. These tools can save you a ton of time and offers a consistent way to optimize invoices.

Microsoft's invoice template can format your invoices making your business look more professional and consistent.

If you've never used the invoice templates in Word, it can be challenging at first. To help, here is a guide for how to best create these templates, regardless of your business. 

Microsoft Invoicing

Getting Started With Creating Invoice Templates in Word 

First, open up Microsoft Word on your computer, click on the file option in the upper left corner, and click new. The easiest way to find the template you're looking for is to enter "invoice" in the search bar and then hit enter. 

You can then choose the preferred template that appears and click "create" to copy the invoice. Once you have the template in the document, you can enter the content you want into the preferred field. 

Any edits you want to make can be done through Table Tools and the Word ribbon. Selecting the "Design" tab will show a ton of colors and designs that you can use, depending on your preference. 

If you ever get confused during this process, consider reaching out to the Microsoft Support.

Things to Include in Your Invoice Template 

When deciding the type of content you want to include in your template, you'll want to include a header, the invoice date, the payment due date, and the invoice number.

You'll also want to include the business and client information, the billing information, payment terms, and any information related to payment details. 

If you're looking for more examples of what to include, check out this construction invoice.

Advantages of Using Word Invoice Templates 

There are many reasons to use a Microsoft Word invoice template. In a matter of a few hours, you can have an invoice that is ready to send to clients using a customizable design. 

Though you can use various colors and formatting, the templates are still in a professional format. Each of the templates allows you to include all the necessary invoice items your company may need. Microsoft Word also gives you printable template options that you can send electronically or through the mail. 

Plus, the best thing is that the templates are free to use.

Ready to Get Started? 

Though every business will be different, the invoice templates in Word gives you a place to begin. It gives you enough structure while still allowing for business creativity. 

Invoices may not be the most exciting document, but that doesn't mean they can't have some color and design. If you take a little time to brainstorm different options, you'll find a template you love!

So, why not start trying out these templates today? 

And if you want to learn more related to finance, check out our blog. We cover a ton of topics with other helpful information you'll love!  

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