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How to Make an Invoice in Word: From a Professional Template

Final product image
What You’ll Be Creating

Is your invoice an afterthought? If it is, you’re making a
mistake. 

As a small business owner, you should know that your invoice is
part of your branding. It needs to look good because it represents your
business.

Your invoice also needs to be clear. There should be no
question about how much you are billing for or how your client should pay you. 

An unclear invoice could create unnecessary payment delays. It can also waste
your time as the client tries to contact you with their questions.

In this tutorial, you’ll learn how to make a professional
invoice using an MS Word invoice template. I’ll start by listing the
elements of a good invoice. Next, I’ll take you through the step-by-step
process of how to make an invoice in Word. Finally, I’ll share some resources where you can
find your own Word invoice templates.

Elements of a Good Invoice

Creating an invoice is useless if the invoice isn’t
informative and helpful. In fact, an unprofessional invoice could be worse than
unhelpful. It could confuse or upset your client. Here are some important elements
of good invoices. Your invoice should:

  • contain the right information
  • have a professional appearance

  • be sent in a timely fashion

You can learn more about the basics of how to
create an invoice in this post:

Let’s take a look a closer look at each invoice element.

1. A Good Invoice Is Informative

Without the right information, your client may not know what
the invoice is for. They may not even know how much to pay you or where to send
your payment.

Here is the basic information all invoices should contain:

  • your name and contact information
  • your logo
  • your client’s name and address
  • the invoice number

  • the invoice date

  • a due date

  • total amount due

  • description of work or goods sold
  • payment options
  • payment terms

To avoid any confusion, make sure your invoices contain the
right information.

Your payment terms are especially important. The right terms
can encourage your client to pay promptly. To learn more about the best payment
terms to use, review this tutorial:

2. A Good Invoice Has a Professional Appearance

How your invoice looks is also important. You should
consider your invoice to be part of your branding effort. Like your stationery,
business cards, and other branded documents—it represents your company. 

Avoid Common Invoice Design Mistakes

  • Haphazard Typos – Avoid using an invoice that is too casual such as the body of an email
    or slip of paper. Likewise, you don’t want to use a sloppy invoice with typos
    and other mistakes.
  • Too Many Colors – Also, choose colors and fonts that are appropriate for your business.
    Too many bright colors that don’t work with your branding will make your
    invoice look bad. Likewise, using too many fonts is often an unprofessional
    choice.
  • Cluttered Spacing – The right amount of white space is important and will make
    your invoice more readable. Remember: A cluttered invoice is a confusing invoice.
  • Lack of Focus – An unfocused invoice looses you money. You want the critical parts of your invoice, like the payment due, to stand out immediately on your invoice. Hierarchy is important to draw the eye to these details, so your clients know what, when, where, and how to pay you.

Your client is likely to save your invoice in their files. The
next time they need to order similar services, they may use your invoice to get
your contact information. So, the impression your invoice makes can be a
lasting one. Your invoice needs to look sharp and professional.

Use a Professional Invoice Template Design

You may not be able to afford a graphic designer to make a custom invoice, but a good invoice template is inexpensive (between $5 to $9) and can help you create a
professional-looking invoice in minutes. 

You can find professional invoice templates at Envato Market (GraphicRiver) or browse through a curated selection of minimal style MS Word invoice designs in this article:

These invoice templates have clear designs, ability to customize them quickly to your small business brand, and get them off to your clients and collecting payments professionally. 

3. A Good Invoice Is Timely

When should you invoice your client?

The answer may seem obvious. In most cases, invoice when the
work is complete. But pay attention to any prior agreements you made with the
client. For example, if you have agreed to invoice the client once a month,
then follow through on your agreement.

Surprisingly, some small business owners are hesitant to
send out invoices. They may send their invoice days or even weeks after the
project is complete.

Avoid doing that. Late invoices mean late payments. Clients expect you to invoice them for services rendered. So, send your invoices out in a timely fashion.

Now let’s look at how to make your own invoice. 

How to Make an Invoice With MS Word

You can use a template to create a professional-looking
invoice with Word. Here’s a step-by-step guide to help you create your own
invoices:

Step 1. Gather Your Information

To make sure that you won’t leave anything out of your
invoice, make a list of what information you want to include. Here are some
places to look for invoice information:

  • Client Proposal – The client proposal includes a description of the work, payment
    amount, and terms.
  • Client’s Business Card – The client’s business card has their contact information.
  • Your Business Card – The invoice is part of your branding and should fit with
    your other branded materials.
  • Your Prior Invoices – Your prior invoice includes the most recent invoice number. Your next invoice should follow it sequentially. 

Once you’ve gathered your invoice information, you’re ready
to start.

In this example, I’ll use a Word template to create an
invoice for Anytown Consulting, the company we first saw in this tutorial:

In this new example, Anytown Consulting has created an ebook
cover design for Jane Doe. The simple invoice we’ll be creating is for an ebook cover design and some
meeting time. You can follow this same process to create invoices for your clients.

Step 2. Download the Best Professional Invoice Template for Your Needs

Once you know what your invoice needs to include, select the
right Word invoice template. I used this invoice template from Envato Market because it has a
clean, professional feel. You should choose the invoice template that’s right for your business needs.

After you download the invoice invoice, open Windows File
Explorer
and double-click the invoice template file to open it. The file has a
.zip extension:

Open Invoice Word Template Zip File
Open the Word invoice template Zip file.

Click on the subfolder, main files. To choose the color that goes with your logo,
double-click on the folder for the color you want to use. The template I chose
comes with five color schemes:

Choose the Word invoice template file that fits your color scheme
Choose the invoice template file that fits your color scheme best.

Each color scheme is in its own folder. I chose the blue
invoice color scheme because that goes best with my logo. Double-click on the
folder to open it and the template files for that color scheme display:

Open the blue Word invoice template
Open the blue Word invoice template.

To open the Word template, double-click on the file with
.docx extension. The invoice template appears in Protected View:

The Word invoice template opened in Protected View
The invoice template opened in Word Protected View.

In Protected View, most editing features are turned off. We
want to customize the template for our small business, so we need the editing
features available. So, we are going to turn Protected View off.

To enable normal editing features and turn Protected View off, click the Enable Editing button on the right of
the yellow bar at the top of the window. You are now ready to begin customizing
the template.

Step 3. Personalize Your Invoice

Once you’ve downloaded the template, make it your own by customizing
it. Before we start, though, it’s a good idea to save the template file under a
different name so that you can return to the original template if you ever want
to use it again.

Now you are ready to personalize your invoice. Start by
replacing the logo.

1.  Replace the Logo

To replace the logo, click the box on the left of the
template that says “Logo place here.” You’ll see handles around the box:

Select the Logo Place here box
Select the “Logo Place here” box.

If necessary, use the handles around the logo placeholder to
resize the space for the logo. (Note: The handles look like hollow dots.)

Click the Insert
option from the menu at the top of the window. Now click the Pictures icon to select your logo file
from your computer. Your screen should look something like this:

Click the Pictures icon and select your logo file
Click the Pictures icon and select your logo file.

Select the logo file you want to add to your invoice. Click
the Insert button on the bottom
right of the File Explorer window.
The logo is added to your invoice:

Insert your logo into your invoice
Insert your logo into your invoice.

If necessary, use the handles at the corners of the logo to
resize the logo image to fit the invoice. (Note: If you use the other handles, you
will distort your logo.)

Now you can also erase the placeholder by changing the fill color
to white. To do this, select the placeholder. Right-click to bring up a pop-up
menu:

Bring up the logo placeholder menu
Bring up the logo placeholder menu.

Click
the Format Shape option. The Format
Shape sidebar menu appears. Click the Fill
option:

Click the Format Shape and then Fill option
Click the Format Shape and then Fill option.

Make sure that the toggle button by the Solid Fill option is
selected. Click the Color icon in
the center of the Format Shape
sidebar to display the Theme Colors
palette:

Display the Theme Colors palette
Display the Theme Colors palette.

Click the white box in the upper left of the color palette to apply the white color to
the placeholder. The invoice should look something like this:

Apply the white color to the placeholder box
Apply the white color to the placeholder box.

Now we’re ready to start adding our information, beginning with the address information.

2.  Customize the Text Information

To change your return address in the template, click on the
return address field. Handles will appear around the text:

Click on the return address field
Click on the return address field.

Highlight the text you wish to change to select it. Your
screen should look something like this:

Highlight the text
Highlight the text.

Type over the highlighted information with your company
address, phone number and website.

Repeat the process to change the text for the client’s information
and any other text information you want to change.

In this template the following are all text fields:

  • company address
  • client address

  • project description

  • invoice number

  • invoice date

  • account number

  • valid day

  • payment information

  • terms and conditions

  • signature line

All these fields can be changed using the process described
above. You can also delete text you do not want by right-clicking on the selected
text and choosing the Cut option from
the drop-down menu.

When you’re done, your invoice should look something like
this:

Word invoice template with customized text applied
Word invoice template with customized text applied.

3. Change Table Information

We’ve discussed how to personalize most of the invoice, but the
bill itemization text is in table format and needs special handling.

For my sample invoice, I only want to bill for two services:

  1. meeting time
  2. ebook cover design

That means that my bill itemization table has a lot of extra
rows. We need to remove those extra rows.

Start by selecting all but two table rows by
highlighting them. Next, right-click to display the drop-down menu:

Select the table rows and right-click
Select the table rows and right-click.

Click the Delete Cells
option to remove the unwanted table rows. Select the Delete entire row option and click OK. Your invoice should look something like this:

Now delete unwanted rows
Delete unwanted rows.

Change the text in each cell by selecting it (i.e. highlighting
it
) and typing over it. Be careful not to select multiple cells at the same
time.

The dollar figures under the Time Price column and the Cost
column are also text. You can change them by typing over them as well.

Don’t forget to change the Subtotal, Tax, and Total figures.
They are not automatically calculated in this invoice template in Word.

In this example, there is no client discount, so I deleted that table row using the process described earlier.

4. Finalize Your
Invoice

Your invoice should look pretty good right now. Take a moment
to make sure that all the fields are correct. Don’t forget to change the Total
Purchase
figure in the upper right of the invoice. This is a text field.

It’s a good idea to proofread your entire invoice at this time.
Look for misspellings in the client’s name or address and other typos.

If you’ve changed the invoice a lot, you may also need to
reposition some of the text fields. To do this, select the text field (you should
see the handles
) and drag it to where you want it to be.

Your finished invoice should look something like this:

Final customized MS Word invoice design
Final customized MS Word invoice design.

Note: I used the version of Word from Office 365 to create this invoice. If you have an earlier version of word, your steps may be slightly different.

Make Your Own Professional Invoice Today

Your invoices are important to your small business. A
professional invoice makes a good impression with your customers and helps you get paid promptly. An unprofessional invoice can cause confusion and delay
payment.

A good invoice should:

  • include the right information
  • be professionally designed
  • get sent out quickly

You can create your own invoice by using an invoice template
for Word
. Get started by finding the right invoice template for you at Envato Market.