Next, create an itemized list of the products or services you provided for the business or client. Create an Itemized List of Products or Services Make sure you have the correct contact name on your invoice-if your client’s company has a billing or accounts receivable department, you might need to list someone there instead of your day-to-day contact person. Include your client’s business details, including their business name, company logo, contact name, address, phone number, email address, and possibly the client’s purchase order number. FreshBooks has a range of invoicing software options that can automate this process and keep your payments organized, as well as a few free invoice templates that we’ll look at later. If you are having trouble keeping your invoices in order, using an invoice generator and organization software is a good idea. The easiest way to number invoices is to do it numerically, starting with Invoice # 001, then Invoice #002, and so on. You should decide early on the numbering system you’ll use in your invoicing process and stick to it. Invoice numbers are used for reference purposes when discussing an invoice with a client and when filing them for your business records. Include a Unique Invoice NumberĪdd a unique invoice number to the top portion of the document. You can also place your payment due date underneath the invoice date. List the current date directly below your invoice header. Typically, you should place this near the top-right corner of your Word document. Next, add the invoice date to the document. It should also clearly identify the document as an invoice. The invoice header should include your business logo, business name, and contact details. Create an Invoice HeaderĬreate a header in the document. However, you’ll have more flexibility over the look and function of your invoice, making this a good trade-off for businesses with a unique invoicing process. Doing this can be a more labor-intensive process than selecting an invoice template. Remember that this option won’t give you the same preformatted layout that a Microsoft Word template would offer, and you will have to create your entry fields yourself. To start making your own professional-looking invoice from scratch, open Word, click ‘File’ and then choose ‘New Document’ from the menu. Here’s everything you need to know about creating a Microsoft Word invoice from scratch: 1. Ready to create your first Word invoice? If you’re looking to create professional invoices without invoice templates, you’ll need to follow a few key practices, especially regarding invoicing elements. Advantages & Disadvantages of Using Word Invoices.How to Make an Invoice from a Word Template.
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These invoicing topics will show you how to make an invoice in Word: With tailored industry options and fully customizable templates, you can quickly create a professional-looking invoice, automatically generate and send them to your clients, and start getting all your invoices paid faster today. Invoice templates are easy to use and can save you time, freeing you up to focus on more involved aspects of running your business.įreshBooks offers cloud-based accounting software so that you can streamline your accounting needs. You can make an invoice in Microsoft Word by creating your own design from scratch or by using a customizable Microsoft Word invoice template. Small businesses need simple, effective invoicing solutions to get paid for their services. Send invoices, track time, manage payments, and more…from anywhere. Pay your employees and keep accurate books with Payroll software integrationsįreshBooks integrates with over 100 partners to help you simplify your workflows Set clear expectations with clients and organize your plans for each projectĬlient management made easy, with client info all in one place Organized and professional, helping you stand out and win new clients
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Track project status and collaborate with clients and team members
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Time-saving all-in-one bookkeeping that your business can count on Tax time and business health reports keep you informed and tax-time readyĪutomatically track your mileage and never miss a mileage deduction again Reports and tools to track money in and out, so you know where you standĮasily log expenses and receipts to ensure your books are always tax-time ready Quick and easy online, recurring, and invoice-free payment optionsĪutomated, to accurately track time and easily log billable hours Wow clients with professional invoices that take seconds to create