how to create an invoice template in word

In Excel, save the file as a template using the F12 shortcut key and choose Excel Template (*.xltx). To save a Word file as a template, use the shortcut key F12 and then change the file type to Word Template (*.dotx). The original template file will not be altered when the person enters the invoice for a sale. That way, whenever it is opened, a new document will be created from the template file. At this point, it is best to save the file as a template. Add any notations at the bottom or in the comment area of the invoice (a.k.a. Insert your company logo and any additional service or industry standard graphics. To customize your template in Word, you will want to add your details, like the basic details of your company.

10 Invoice Examples: What to Include + Best Practices.

You can change the theme colors by clicking on the Themes button in Word (on the Design tab) or in Excel (on the Pay Layout tab). Remember that you are not stuck with the colors in the template. Once you click on the Invoice that you would like, you can click the Create button on the screen that appears. If you are more comfortable working in Word, there are several great templates available. Excel can make the process of calculation easier. There are 50 showing up in Excel and almost 20 in Word. In the search box, enter “Invoice” as the keyword. There are several links in the next section that provide built-in templates or what to include if you want to create yours from scratch.Īnother way to find invoices in Word and Excel is to open the application and then click on New on the left navigation pane.

To begin, you want to look through the available Word and Excel invoice templates to find a design and layout that suites your industry and company profile. You can add your logo, address and other information on an already created template to have a consistent branding for your company. Are you wanting to improve your company presence or visual recognition? One way is to create a professional invoice template for your business.

How to create an invoice template in word