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Invoice in word: Tips and template

Updated on :  

08 min read.

Small businesses can use MS Word templates to customise their invoices. You can easily save invoices in Word and use the same to populate new information for future use.

How to create an invoice in Word?

One can create an invoice in Word by using two methods.

Method 1: Using word templates

Step 1: Select the invoice template
Open Microsoft Word. Go to file>New from template.

Word document gallery will pop up. Search for invoice templates in the search bar. Various formats of invoice templates will pop up. One can choose the best suitable template.

Step 2: Customise the selected template-
Add a company logo, contact details, invoice details such as invoice number, date, goods sold, rate, tax, taxable value, total value, etc. You can add or remove the invoice fields as per your business requirements. You can also easily add, remove, or resize the contents of the invoice.

Step 3: Save the edited template-
After updating the invoice, click on ‘File’ and then ‘Save As’.

Save the invoice in .docx or PDF format. It is best to use the latter as you can share it with customers directly.

Click on save.

Step 4: Send the invoice to the customer.

Method 2:

In Word, you can create a template by using various functionalities such as header, tables, etc. It can be customised by adding a company logo and multiple fonts, colours, and sizes that best suit business needs.

Tips to easily maintain invoicing in Word

Below are some of the tips to easily maintain invoicing in Word:

  1. Create an itemised list of goods sold or services provided. Add rates against each item/service. Paste a link to this sheet in the Word invoice. Whenever the excel is updated, click on the update link to see updates in the Word invoice.
  2. You can save the Word invoice as a .doc .docx template. This saved template can be used to create more invoices by using the ‘new from existing’ option when creating an invoice.
  3. An invoice header can be created with a business logo and contact details.

Invoicing and billing templates used in Word

Below are some of the invoicing templates used in Word:

Challenges and solutions

Invoicing in Word is a good start but as and when the business grows, it becomes essential for a business to opt for better invoicing solutions.

  1. Time-consuming: Word requires manual input of data which requires more time and the chances of errors also increase.
  2. Privacy and security issues: With invoice data stored on your PC or cloud, there are more chances of your data being accessed by a larger group.
  3. Tracking issues: It is not possible to track invoices using Word. So, for tracking purposes, excel or another software needs to be used. This requires more time and thus reduces efficiency.

ClearOne software can be used to create professional and customised invoices. Customised invoices help to create brand value. It facilitates fast-tracking of invoices and also payments due. Also, the data on ClearOne is not shared with external parties, which ensure data security. By using the same mobile number for mobile apps and the web, all the data will be synced, which increases efficiency.