It is better to make it simple but well-thought If you don’t know where to start, consult with your team or designer. Your logo is something that must be catchy and quickly recognizable.You have to impress your clients with your professional attitude Make sure that your form stands out from others at least by colors and logo. Get inspired by a wide range of invoice templates from other companies.Consider the following tips while making an office invoice template: You have to treat the document as a bill your customer must pay, the form that keeps the records on the goods you sell or the services you provide, and the extra advertisement. Sign the document with the company’s name.Įven a simple invoice template Word you create requires the thought you put inside. Indicate a specific deadline for the payment. You need to mention the price, the tax you take, and the total amount in separate columns near the product’s name. You can even add extra details for your customer to understand the origin of the price. You have to describe and name the product you provide to the customer. It is a perfect way to keep all the documents in order. Each of the templates has its own number. If you agreed on a specific delivery system, you can add this detail as well.ĭon’t forget about the number of the invoice blank. Make sure that’s the exact address your client indicated. You have to specify the person who received services or products from you. Client Name, Title, and Other Important Information:Īn MS invoice is an official document that later can be proof of the deal in court. If you change the phone number, update the template.Ģ. You have to be reachable for the next order and new clients. It must be even more visible than the price since it is an extra ad you don’t even have to pay for. The first thing your client has to see is the logo of your company. You already have the software with tools that can help you to improve it, and now you need to think about what to include in your invoice form in Word: Main Elements of Word Invoice Template Don’t worry, once you learn the basics, the process will be easy peasy. 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.You have decided to send a professionally made commercial invoice template for Word, but don’t know where to start. 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: 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
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