Microsoft Word is used to create a billing invoice.You can use an invoice to bill your clients.The simplest way to get started is to use one of Microsoft's free invoice templates, but you can also create one from a blank document.
Step 1: Word can be opened on Windows or macOS.
You can find it under the Start menu on a PC.This method can be used to quickly and easily build an invoice.You don't have to figure out what to include in a template, but it can be tailored to fit your needs.There are free Word templates on the Microsoft Office template site.It's a good idea not to download templates from other websites.
Step 2: Go to the template search bar and select New.
The "New" screen in opening Word should show at the top, with a search bar, and the text "Search for online templates" inside.Click the menu at the top- left to bring up the search bar if you don't see it.
Step 3: Go to the Search bar and type in the invoice.
There is a list of matching results.
Step 4: You can see a preview of the invoice.
There is a larger version of the invoice.To return to the list if you don't use the template, click at the top of the window.There are some nice options and one that is just called.
Step 5: Click on the template to use it.
The template has a preview window.The template is automatically opened after this download.
Step 6: The information should be replaced with your own.
The text in each field is meant to help you fill out the invoice.To get rid of what's there, you can click the mouse and type your own information.You can add more details to the invoice, such as a logo, extra field, or special lines and colors.
Step 7: Save the invoice.
Click the menu, select and then save the file to your computer's location.You can email or print the invoice once you've created it.
Step 8: Word can be opened for Windows or macOS.
You can find it in the Start menu on a PC and the folder in a Mac.If you want to design an invoice from scratch, use this method.The method is best for those who know how to use Word features.Check out online invoice examples before you start.If your invoice is specific to your business, try searching for your type of business and the words " sample invoice" for specific examples.
Step 9: On the "New" screen, click on the Blank Document.
Click the menu if you don't see the "New" screen.
Step 10: You can create an invoice heading.
A heading that includes your business name, contact information, and the word "Invoice" should appear at the top of the document.If you want to change it, try to keep it simple and consistent with other business materials.
Step 11: The invoice date can be displayed.
The due date should be visible very close to the word "Invoice" at the top of the document.To insert today's date quickly, click the tab at the top of Word and choose a date format.The check mark should be removed from the "Update automatically" box so that the date doesn't change when someone opens the file.
Step 12: The invoice has a number.
Your records should have a unique number for every invoice.The sequence can be global or per client.If you want, you can add this to theheader, but it can be placed anywhere.If each client has their own invoice numbering sequence, you may want to include the client's name in the number.
Step 13: Add the client's contact information.
The word "To" makes it clear who is being charged.You can either address the invoice to a specific person at the company or to the Accounts Payable department.
Step 14: An itemized list of products and services can be created.
Creating a table with several rows and named columns is the best way to do this.You can learn how to create a simple table in Microsoft Word.Columns can be created for quantity, item/service name or description, unit price/rate, and total price.The client will understand the charges if the columns are labeled with a headers.
Step 15: The total bill amount can be displayed.
It should appear right below the itemized charges so it is easy to see.If you are charging sales tax, you should show a subtotal of the itemized charges, with the tax listed beneath it, and the adjusted total below that.Make sure your math is correct.
Step 16: The terms of payment should be included.
Below the billing information you can display the terms of payment.Payments can be due on receipt, due within 14 days, or due in 30 days.A memo at the bottom covering methods of payment, general information, or just a thank you to the client can be included.
Step 17: Save the invoice.
Click the menu, select and then save the file to the location of your choice.You can email or print the invoice after you've created it.