Pin Me

How to Create an Invoice in Microsoft Word

written by: Daniel P. McGoldrick•edited by: Daniel P. McGoldrick•updated: 1/29/2010

The small business owner or freelancer will have to account for the services, time, or products that they provide their customers with to get paid. This Microsoft Word tutorial will show you exactly how to create a customized invoice from the array of template options offered with Word.

  • slide 1 of 2

    Microsoft Word's Ability to Make Invoices

    Microsoft Word has the capability to produce a customized invoice sheet for the small business owner with a few easy steps. Choose an invoice to personalize from the template offerings imbedded already in your Word software or from the even wider selection available at Microsoft Office Online which I pinpoint for you below. Follow the directions below to create an invoice that reflects the professionalism of your specific type of business including the sales and services you offer. This method will save you time and money.

  • slide 2 of 2

    How to Make Invoices with Word

    1. Open Microsoft Word by clicking on the icon for it in your “Start” menu on the bottom left-hand corner of your computer screen. A blank document will appear on your screen.

    2. Click on the “Office Button” on the top left-hand icon of your screen. A drill down menu will appear with “New” at the top of the list. Click on “New” which will present you with a long list of template categories on the left hand side.

    3. Click on the “Installed Templates” which is the second option on the drill down menu. All of the installed templates will appear in miniature images for your review.

    4. Type “invoice” into the blank search box and then click “Search” or your return key. This will narrow the results to include all of the template options for invoices. All of the templates already installed on your Word program will appear.

    5. Peruse the options by clicking on the title or the image of the template itself. There are a large number of templates which include different business categories, purposes and intended uses for your invoices. Click on the template that best serves your purposes. If you want more template options, go to Microsoft Office Online and review their options. Either way, the remaining directions apply to both methods.

    6. Click on “Download” located under the template you decided upon. The template will then download for you to open up and work with in Word.

    7. From here it’s only a matter of customizing the text and tweaking the format to your specifications. Save your finished product, proof it, and then print it out. Now you will have it saved and available on your computer for easy access in the future.

The Easiest Microsoft Word Tutorial for Creating Business Documents

Within this tutorial series you will learn how to make fax cover sheets, invoices, purchase orders, labels, and receipts using Microsoft Word and the templates available with the program. The most straightforward directions you will find are provided so you just read and then create what you need.
  1. Making a Fax Cover Letter in Word is a Breeze
  2. How to Create an Invoice in Microsoft Word
  3. Making Labels in Microsoft Word is a Snap
  4. How to Make Purchase Orders Using Microsoft Word
  5. Microsoft Word Tutorial: How to Make Receipts