You may want to name it something that you can remember later such as “Invoice Template.” Pro tip: Save the file as read only, so that every time you open it and start working, you will be prompted to save a new file. Contact information for person being invoiced.The main goal is not to leave information in the template that could lead to a mistake later. This depends on what works best for your needs. You can insert dummy text or turn your invoice template into a fillable form. Strip out information for fillable fields. Currency (if different from the template)įor any elements in the template that you do not plan to use, delete those elements altogether.Your name, or business name, and contact information.Swap out the default template elements for your own information. Double click the file name or navigate to file > open. Start by opening whatever template file you plan to use. We will use a template from Envato Elements. Microsoft has some invoice templates available, but they are fairly simple in terms of design. There are so many elements to an invoice that there’s no need to recreate the wheel here. If you want to add a “wow” factor to your business documents, impress your customers, and close more deals, take the Storydoc presentation maker for a spin.Getting started with a Word invoice template is the recommended option. All of them with the main purpose of… getting you to the position where you issue an invoice. Invoices are just one example of dozens of business documents you create day in and day out: sales presentations, pitch decks, proposals. Some are 100% free, some come with a minor fee, all look 10x better than what you’d create yourself in Word or Excel.īefore we get into the list, though, here’s a thought. That’s why you’re here.īelow, you’ll see a carefully-handpicked selection of the finest business invoice templates available online. Still-if you’re one of those who pay extra attention to detail, you’ll want your invoice to be sharp, neat, and elegant. Invoicing is simple and if you don’t mess it up badly, no disaster can happen. On the other hand, a sloppy invoice can leave a bad impression and make that client less likely to work with you in the future. There’s no need to fight for anything, no need to worry about closing. On the one hand, sending an invoice is the final stage of a deal you already made.

Making invoices on word