How to create a word invoice template
There are four things you should consider when selecting an invoice template format to use
1. Open a new document
There are many ways to start your new invoice template, but the first thing to do is to make a document that will serve as your template. You can start from a plain document if you wish, or use one of the already-available templates in Word.
To do the latter, just click File and then choose New From Template from your Microsoft Word menu.
You can then look around at the template options available, or search for an appropriate template (try searching for "invoice"!). Choose one that fits your brand!
Of course, you can also check out our list of ready to download and totally free invoice templates. Whatever you choose to do, open up that file in Microsoft Word.
2. Check and customize your template
If you're using a downloaded invoice template or sample, make sure that it has all the information you need.
At the very least, you'll need the following:
- The word "INVOICE"
- A unique invoice number that you can change
- Your company name and address
- The name, company name, and address of the client
- A summary or list of services and goods rendered
- The date(s) the services or goods were supplied
- The date the invoice was issued
- Total amount payable, including taxes and discounts
- The date the invoice is due
You might need more information depending on your industry and type of business. If you're unsure, check out our guide on what to include on your invoice so that you don't make mistakes!
3. Save your document as a template
Once you're happy with your invoice template, you should save your work as a template so you can reuse it in the future!
Under the File menu, click on Save as Template. You can write down the name for your invoice template and the location where the template will be saved.
And voila! You've got a new invoice template that you can reuse. Next time, if you need to issue an invoice to a client, just click on New from Template from the File menu and you'll have saved yourself a lot of time!