Microsoft Word has customizable invoice templates with pre-built fields and lines that are easy to fill and send. Identify payment options and terms to make it as easy as possible for your customer to fulfill the invoice in a timely manner.Ĭhoosing the right invoice format for you ultimately depends on your preference and business needs, but there are some advantages and disadvantages to each that you should consider! Word Invoice Templates Give a specific date for when payment is expected due so the timeline is clearly communicated to your customer.
Create a numbering system that will help you keep your invoices distinct, such as a simple numbering sequence or ordering them by client ID number.ĭetermine timelines for when the invoice is to be sent and when payment is due. Give it a unique invoice number to keep your records organized and make it easy to refer back to when necessary. Total items and add relevant fees such as sales tax or shipping. You’ll also need to include the same information for your client or customer, though make sure you’re using the right point of contact for their company’s billings.Ĭreate an itemized list of all products or services provided, with a clear breakdown of rates, hours worked (if applicable), item subtotals, and brief descriptions of each item. Add your logo and any relevant branding to cohesively integrate invoicing into the customer’s journey with your business.Īdd contact information for your business, including your business’s name, address, phone number, and email address. Have consistent style and branding that you will use for every invoice. Once you’ve selected an invoicing template, follow these steps to prepare it before sending it to your customer: