Sequential numbering – This method enables you to store all invoices in one folder and is useful if you do not want to arrange your invoices by client. There are a couple of options for numbering invoices: If you send multiple invoices out, numbering them allows you to track them more easily. If this is the case, you may prefer to insert the invoice and payment due dates manually. This feature is useful if you mail out hard copies of your invoices however, if you send invoices electronically, the current date always displays when viewed. Using MS Word, you can select the Automatic Date feature that automatically inserts the date for you. Invoice Date/Payment Due DateThe issuing date of the invoice and the payment due date should be displayed near the top of the document, usually directly below the header. According to a study by the Software Usability and Research Laboratory, the most legible fonts are Arial, Courier, and Verdana, with Times New Roman the least preferred. If you have a company logo, you can place it in the header by inserting a picture file, then resizing and positioning it as desired.įor consistency across your business documentation, ensure that all written items, including the heading, are displayed in the same font. You can use the Header option in Word as a way to insert the heading items only once and have them repeat on subsequent pages. The heading should include your business name or logo and the word “Invoice” in a large font to make it clear that the document is separate from price quotes and estimates. You should then add the following sections: Heading How to Create an Invoice in MS WordWhen creating your own invoice, you first need to open a blank Word document. We have a great range of free MS Excel invoice templates ready for you to download and use. If you need this level of functionality, it may be better to use MS Excel instead. As examples, MS Word can’t be used for complex equations, and it can’t automate calculations. Another advantage is being able to save invoices in a variety of formats such as PDF and as a web page.ĭespite the definite benefits, MS Word does have its limitations. You can cut and paste Excel spreadsheets, insert downloaded images, and email an invoice, all via MS Word.
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