Step 4- The last step is to send the invoice to the customers.PDF format is preferred as you can directly send invoices to the customers in that format. Once you update the invoice as per your requirement, you can go to file and click on save as.Ī save pop-up window should appear, allowing you to name the template and save it in the format and folder of your choice. Step 3- The next step is to save the edited template.You can add or delete invoice fields based on your company's needs, and you may add, remove, or resize the invoice's contents. Also, the company logo, contact details, and GST Number, if available, will be added to the invoice. You can add the invoice details you require, such as goods sold, the number of goods sold, rate, date of the invoice, tax and tax rate, taxable value, total value, etc. Step 2- The second step involves customising the selected template as per the requirements.Invoice templates in various formats will appear and then select the most appropriate template. In the search bar, type invoice templates.

The same is done as follows-įirstly, open Microsoft Word, and select the option of File -> Template ->New.Ī gallery of Word documents will appear. Step 1- The first step involves the selection of the invoice template.The following is the detailed procedure for creating an invoice through Word Template. These invoice templates save you the inconvenience of manually designing the format from the start, and they can also be customised to meet the demands of your business. The readymade invoice template collection in Word is the simplest method to produce any form of an invoice. Below given are the detailed steps to create an invoice in word: Method 1- Using Word Templates There are 2 methods to create invoices using Microsoft Word. Both of these have been discussed below in detail-Īlso Read: What is the Difference Between Auditing and Accounting? - Learn Auditing and Accounting Methods of Creating an Invoice in Word There are two methods of creating an invoice in Word. However, to begin making an invoice in word, you need essential details such as company information, the data to be inserted, and other relevant information. Making an invoice using Microsoft Word is a simple process. Also, the tips have been mentioned below for creating a simple invoice through Word.ĭid you know? As of 2022, 1.4 billion people use Microsoft & their services. The article discusses both methods in detail, including the steps for creating an invoice. This second method takes a lot more time and effort. The most popular method is selecting an invoice template from their portfolio, and the second option is to construct the invoice style and template from scratch in Word. In general, there are two ways to create an invoice in Word. Making an invoice in Microsoft Word is an easy process.

Invoice on microsoft word