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.
One can create an invoice in Word by using two methods.
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.
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.
Below are some of the tips to easily maintain invoicing in Word:
Below are some of the invoicing templates used in Word:
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.
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.