How To Make/Create an Invoice in Microsoft Word [Templates + Examples] 2023

A lot of businesses use an invoice to formally request payment from their customers. Invoices are an essential part of the billing and accounting process in business transactions.

Build an Invoice in Microsoft Word – Step-By-Step Instructions

Invoices are easy to prepare if you have word processing programs such as Microsoft Word. With a help of a ready-made template, you can simply edit all its details and customize its layout to suit your business needs.

Step 1: Look Around for an Invoice Template

Take a look at the different kinds of invoice templates on Template.net. You might find what you are looking for that would fit your business needs.

Step 2: Select a Template

Once you have picked out a template, you will be redirected to a page similar to this basic service invoice template example. Here, you will have better access to the template where you can catch a glimpse of its layout. 

Step 3: Select ‘Word’ as the File Format

On the right side, you will find several file format options to choose from. Make sure to click on the ‘Word’ button since you will be editing the template on the said program.

Step 4: Update the Upper Section of the Invoice

On the upper section of the invoice, you will find the title of the document, the invoice number, the date, and customer and biller details. Make sure to fill up this section with the right information. To select a font style or should you need to use any other text formatting tools, go to the ‘Home’ tab.

Step 5: Create a List of Products or Services

The main body of any invoice is the list of products and services. Fill out the space provided in the template including the amount. You can organize the text by making use of the alignment tool in the ‘Home’ tab. 

Step 6: Write Down the Terms and Conditions

Payment terms and conditions are agreed-upon terms between the seller and the buyers. These terms should outline the expectations and conditions for when and how the payment should be made thus it is essential to include this section in your invoice. You can use a bulleted list format when writing down this section to make it more organized and clearer to look at. 

Step 7: Save or Print the Document

After editing the invoice, don’t forget to save all the changes by clicking on the ‘Save’ icon that is located right on top of the ‘File’ tab. However, if you wish to rename of the file, click on the ‘File’ tab and select ‘Save As’. You can also find the option to print the document on this page.

Invoice Templates & Examples

Invoices play a crucial role in maintaining accurate financial records, facilitating payment processing, and ensuring transparency between buyers and sellers. They are used in various industries and are an integral part of the overall accounting and bookkeeping processes.

Basic Business Invoice Template

Any new or old company can use this well-crafted basic business invoice template. It has a simple format but it contains all necessary information that you can edit to complete the document.

Sample Construction Invoice Template

This sample construction invoice template is specifically designed for construction companies. They will need this document to formally bill their business partners and customers. 

Simple Proforma Invoice Template

A proforma invoice is a preliminary or provisional invoice issued by a seller to a buyer before the completion of a transaction. It serves as a pre-payment or pre-shipment invoice and provides an estimate or quotation of the costs involved in a potential sale. 

Fashion Store Invoice Template

Retailers that sell clothes can use this fashion store invoice template to bill their customers. The template is easy to edit and business owners can even upload their company logo to make it more formal to look at. 

Modern Computer Repair Invoice Template

This modern computer repair invoice template is perfect for businesses offering computer repair services. Since this is a predesigned template, all you need to do is write down all the necessary details to complete the document. 

Hotel Invoice Template

When a guest is about to check out, hotels are required to prepare a hotel invoice. It serves as a record of the services provided by the hotel and the corresponding costs.

Estimate Invoice Template

An estimate invoice has similar features as a regular invoice. However, make sure to properly indicate that the amount written is all in estimates and is subject to change.

Mobile Shop Invoice Template

Mobile shops offer a variety of services such as selling phones and accessories and even accepting repairs. That said, it is important to provide mobile shop invoices to jot down the transaction between the store and its customers. 

Sample Travel Invoice Template

Travel agencies can use this sample travel invoice template to accommodate their billing needs. The template is equipped with the right format so users can simply edit its content and layout to complete the document.

Printable Commercial Invoice Template

A commercial invoice is a document used in international trade to provide a detailed account of the goods being shipped from the seller (exporter) to the buyer (importer). It serves as a legal and financial record of the transaction and is used for customs clearance and payment purposes.

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