Creating invoices using MS Word is not an overly complicated task, only if you know the right steps. But if you don't know the 'hows’, then tag along.
In this guide, we have mapped out the step-by-step instructions for how to make an invoice in Word using templates and from scratch.
We'll also talk about how to get you paid faster!
Templates are the pre-outlined documents that save you the effort and time of creating invoices from scratch. Following are the simple steps on how to make an invoice in Word using a template.
When you open MS Word, it'll redirect to the document gallery. If it doesn't, simply click on the "File" button on the menu bar.
On the top row, there are suggested templates. Just below the templates, on the right side of your screen, is a small button, "more templates" click on it.
Once you open the template page, you get access to more types of templates and search for invoice templates.
Type "invoices" in the search bar provided atop all the templates. Select an invoice template.
Pro tip: Look for an invoice template that outlines your relevant information; it'll save you time and effort when editing.
Once you find an ideal invoice template, start editing. You can change the document font and color as per your preference or resize things around to adjust all the important data within the document.
MS Word templates often provide pre-existing placeholder text, which are example texts that guide you through the editing process. However, depending on your industry or business, invoice elements may vary, and some templates may not even include them. So, ensure to include all the critical data manually.
Generally, your invoice should provide the following information:
Once you are done with the editing, you save the invoice in your preferred format from the "save as" option in the "File" menu. You can either save it as a .docx or as a PDF file – as per your pick.
Once you save the document, it is set to send. You can send the invoice via whatever method is convenient to you – it could be through fax, email, or invoicing software, such as Bonsai.
Also Read: Free Sample Invoice Template in Excel
Using templates is easy and convenient. However, if you can't find a suitable template and want to create MS Word invoices from scratch, follow this step-by-step process.
As mentioned before in the article, open MS Word; if it doesn't redirect to the document gallery, then click on the "File" button on the menu bar and open a blank document.
Start with the header, which includes "Invoice," specifying the document. Next, add your business details like your logo, address, contact number, email address, fax, etc. You can design this area to your liking with different fonts and colors.
Once you've entered your details, add the invoice date, due date, and invoice number. Make sure every invoice has a unique number for easy reference.
Next is your client's name and contact details like address, contact number, email address, and fax. Prefix this section with "Invoiced to" or "Billed to."
An organized way of creating an itemized list is by inserting tables from the Insert menu. You can make the table look more attractive by editing them further with the "Table design" and
"Layout" menu, which appears on the menu bar after you insert the table.
Insert enough rows and columns to have space for each of the following elements.
The last addition to your invoice will be the payment terms. This includes payment methods you accept, when the payment is due, and any late fee terms. Add a friendly note of gratitude to make your clients feel appreciated and more loyal towards you.
And you're done! Now save and send the invoice to your client through your preferred means.
Also Read: Free Google Docs Invoicing Template
Here are the benefits and drawbacks of MS Word invoices.
It's pretty clear that there are more disadvantages to using Word than there are benefits, so we highly recommend that you start using an invoicing solution.
Bonsai is an invoicing software that is already used by more than 15 000 business owners with more than 500 templates ready to use! Using Bonsai's templates will save you precious hours spent on formatting.
In addition to generating professional invoices, it automatically creates your next invoice, notifies you if your client is late in their payments, and is much more secure than MS Word invoices. You can also set up recurring invoices, accept global payments, and get paid faster!
MS Word is a reliable tool for many businesses. However, when it comes to creating invoices, you can always look for a better alternative which is faster and more professional.
With Bonsai's amazing features, you get your work done and get paid faster. So, sign up for Bonsai !
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