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How to create a custom invoice template in word
How to create a custom invoice template in word











This Portable Document Format lets you send invoices the way they were originally created even after you convert them to PDF. Thanks to Excel’s formulas, this process becomes a breeze.īoost your professional reputation and trustworthiness by sending PDF invoices to your customers. Customize your blank invoice template by adding vibrant images and tweaking its colors and fonts.Īn Excel invoice template is ideal if you have many itemized rows of provided services, for which you need to automatically calculate totals.

how to create a custom invoice template in word how to create a custom invoice template in word

Word is known for letting you design invoices, as well as various kinds of documents and reports. Use a Microsoft Word template when your primary concern is having options in your invoice design process. Which format is best depends on the situation for which you’re using it. You can write down the name for your invoice template and the location where the template will be saved.Īnd voila! You've got a new invoice template that you can reuse.Your printable invoice template is available in Word, Excel, and Adobe Acrobat (PDF) formats. Under the File menu, click on Save as 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! If you're unsure, check out our guide on what to include on your invoice so that you don't make mistakes! 3. You might need more information depending on your industry and type of business.

  • Total amount payable, including taxes and discounts.
  • The date(s) the services or goods were supplied.
  • A summary or list of services and goods rendered.
  • The name, company name, and address of the client.
  • A unique invoice number that you can change.
  • If you're using a downloaded invoice template or sample, make sure that it has all the information you need.Īt the very least, you'll need the following:

    how to create a custom invoice template in word

    Whatever you choose to do, open up that file in Microsoft Word. Of course, you can also check out our list of ready to download and totally free invoice templates. You can then look around at the template options available, or search for an appropriate template (try searching for "invoice"!). To do the latter, just click File and then choose New From Template from your Microsoft Word menu. You can start from a plain document if you wish, or use one of the already-available templates in Word. 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. There are four things you should consider when selecting an invoice template format to use













    How to create a custom invoice template in word