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Simple Invoice Template (Word)

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If you’re looking for a quick and easy way to invoice clients, a simple invoice template in Word can serve your needs.

Freelancers need to invoice clients at the end of every project, or milestone, to ensure payment is issued quickly. Administrative tasks like invoicing can take up a lot of time, unless you find ways to expedite these tasks.

Luckily there are tools available to help you, like a simple invoice template for Word that will expedite the payment process.

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You can look to a freelance service to provide you with invoices, or you can prepare your own. Let’s look at the 5 steps to consider in creating a simple invoice template in Word.

1. Why you would make a simple invoice template in Word

Word offers a lot of different templates, including a variety of invoice templates. For instance, there are sales or service templates, statement of work templates, and standard templates. 

The wide variety means you can get started with an invoice and then customize to suit your needs. You can add your logo, business information and more. 

Then, save the invoice and populate it with the relevant information for each client when needed. Send those invoices by email as an attachment, or print the invoice and mail a physical copy. 

This could be a better option than some free online invoice generators that don’t allow non-subscribers to save invoices for repeated use.

2. Making a simple invoice template in Word

You can make your own simple invoice in Word. Here’s how.

In Word, open a blank document and save it with a name you will remember, such as “invoice template.”

One of the easiest ways to populate the document into a format that’s effective for invoices is by inserting a table. You can then select the number of columns and rows, and use that as a way to document the work performed and the money owing for each task. 

Think about how you charge for work performed before building the table. If you charge by the hour, you probably want 3 columns in each row. At the top, the columns can have the following headings: number of hours, cost per hour, and total.

Or perhaps you charge for each portion of work completed. Your heading could be: work performed, cost, and total.

At the bottom of the table will be cells for total, any taxes, grand total, and a line for late payment if you have to re-issue an invoice after the payment due date. You can manually adjust the size of cells to suit your needs.

3. Make an invoice using the invoice template feature

Building your own invoice from scratch allows you to customize the look. But you can also choose one of the existing templates in Word. To do that, download it to your computer and insert the information you want. You may have the ability to do it right from your computer, or you can get a subscription to use the online invoice maker.

Follow these steps to find an invoice:

  • With Word open, click on FILE - NEW.
  • Enter INVOICE into the search field, and templates will appear. Depending on whether you’re using the online service or the software on your computer, you will find basic ones or you can choose MORE TEMPLATES.
  • Double click on the template you want to use. If you’re working online, you can either edit online or download the template.

Now that you have the invoice template you want, follow these steps to create your invoice:

  • Add your business details.
  • Insert a logo into the relevant section, where it says YOUR LOGO HERE. You can insert it from your hard drive.
  • Insert customer information.
  • Insert work performed and price for each section of work. Add the total, any relevant taxes, expenses or other fees, and the grand total.
  • Include two dates: the invoice date and the payment due date.
  • Delete any sections you won’t be using, such as the logo field or company slogan section.

4. Save your invoice template as a Word document

The final step before sending your invoice is to save it Word format, which accomplishes two things: it prevents any changes to the document, and it makes it easy to email, as it’s a small file size. 

It also makes it easy for clients to open and view it or print it. This is a simple step. Simply go into SAVE AS and choose Word from the SAVE AS TYPE section.

You can then print it and mail it, or email it to the client.

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5. Why you wouldn’t use Word to create a simple invoice template

Some freelancers opt to use a service to create invoices, for a few reasons. By using Word, you have to do the work of saving the document and either emailing or mailing the invoice. 

Some services allow a freelancer to create an electronic invoice and send it immediately through the service. Some freelance services also connect the invoices with the original contract, with time tracking, and more. 

And, there are those that provide payment options, making it easy for clients to make immediate payment. Some services alert you when an invoice has been viewed, and remind you when payment is overdue, so you can follow up with the client.

By making invoices yourself using Word, you’ll have to input the information manually, including any time tracking, for instance, and ensure it aligns with the original contract or proposal. You can’t use formulas in Word, so you’ll have to do the math on your own. And, clients will have to make payments manually. 

However, it’s still a great option to use a simple invoice template in Word, particularly when you are just starting your business, if you have only a few clients and your invoices tend to be the same, or if you send only a few invoices every year.


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Simple Invoice Template (Word)

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