![]() ![]() Normally made up of numbers, it can also include letters. This is a unique identifier for the invoice. Then you can customize it and you are ready to go.įind the perfect template here.What to Include in a Word Invoice Template Pick a template that has fields that you will use and a design that appeals to you and matches your business. The hardest part might be finding just the right template.Įnvato Elements has plenty of options. ConclusionĬreating an invoice in Microsoft Word is a fairly easy task and a template makes it even easier while providing a professional design. You can then attach the PDF to an email and send digitally or print the invoice and mail it to the client. Name the file and save it in an easy-to-find location, such as your desktop. Because many people still print business receipts, choose the “best for printing setting.” Go to file > save as and select PDF as the file format. This keeps it from being changed or coming across to the recipient with odd formatting. Once everything is filled in, you are ready to save and send the invoice.Ĭonvert the invoice into a PDF before sending it. Step 2: Open the Invoice and Enter Client Details That way you never lose your default template. 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.
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