While you can use Microsoft Word for prose, meeting notes, or even poetry, you can also use Microsoft Word to complete your own invoices! Follow the steps below for an easy way to make invoices for your client.
Before we begin, make sure you have access to the following:
Step 1: Open Microsoft Word
Step 2: On the Home page, select “More Templates”
By default, your invoice will look like this:
Step 3: Fill out the relevant information
Your company’s information
The billing information
Note: You’ll have to do the math yourself, as calculations are not done automatically like they are in Excel or Google Sheets.
Step 4: Download
All that’s left to do is download the final version! When it comes to file types, PDFs are standard for invoices.
If you’re looking to make your invoice more professional and personalized, you can add a logo or change the color palette. Once you’ve got those in place, you can make a personalized copy to use from the get-go for future invoices.
As a default, this Microsoft Word template will have a color palette with blue as its main accent color. To make yourself stand out from the crowd and ensure company cohesion, it’s recommended to change these colors to match your company’s color palette.
If one doesn’t already exist, select colors from the logo. If no logo exists, or if it’s monochrome, blue is always a safe choice when it comes to business matters.
Using shades of the same color is an easy, non-obtrusive way to go. However, avoid using red or yellow anywhere in the invoice, since red has a negative connotation, and yellow is hard to read against a standard white background.
You can easily change the text and table colors under Design:
After personalizing our invoice with new colors and our logo, here’s the result:
Always refer to any previous agreements with your client when it comes to how soon after submission an invoice will be paid as well as any payment terms.
The standard is 30 days from the date the invoice is submitted. However, there are some things to watch out for, such as weekends or bank holidays. These may necessitate the due date be extended by a day or two.
The delivery date is the day that the service was provided or completed, or otherwise when goods were delivered to the customer. This will likely be different from the issue date, which is the date when you’re sending the invoice to them.
If the goods you are providing will be sent by mail, what type of mail is being sent? Is it being sent by air, or on land, for example?
If you are selling a service that does not require shipping, feel free to input N/A in these shipping sections, or otherwise delete them.
This is the method in which funds will be collected for shipments made under the shipping method. This could be none, check, or cash.
If you are selling a service that does not require shipping, feel free to input N/A in these shipping sections, or otherwise delete them.
Pretty straightforward, right? Thanks to Microsoft Word templates, you can put together and even personalize your own invoices.
However, if you’re looking for an even easier option to invoice clients, Invoicer.ai offers fast and easy invoice creation along with automatic calculations, invoice tracking, payment reminders, real-time updates, notifications, and more!
