A bill is a list of prices for goods sold or services rendered. Microsoft Word allows you to create invoices with existing templates or with your own design. The steps below guide you to create invoices in Word 2003, 2007, and 2010.
Step
Method 1 of 1: Downloading Ready-made Templates
Step 1. Create a new document
Even though a ready-made template is not a new document, start billing as if you were creating a new document.
- In Word 2003, select "New" from the File menu.
- In Word 2007, click the Office button in the upper-left corner of the window, then select "New" from the File menu.
- In Word 2010, click the File tab, and then select the New option from the list of options on the left of the window.
- Do not click the New toolbar in Word 2003 or the New button in the quick access toolbar in Word 2007/2010. The button only allows you to create a new document with the Normal.dot or Normal.dotx template. Use this method if you want to create a bill from a blank document.
Step 2. Find the template you want
- In Word 2003 and 2007, select Invoices from the "Available Office Templates" option at the left of the New Document task pane. Select a template type from the list in the middle window, then select one of the billing templates that appear.
- In Word 2010, select Invoices from the Available Office Templates section of Office.com Templates. Double-click the template folder you want to create, then select one of the billing templates that appear.
Step 3. Download the template by clicking the "Download" button in the middle of the screen
Then, you can make changes to the bill, with the information available at the bottom of this article. After making changes, save the charge.
You can also access billing templates for Word and Excel directly from the Microsoft website, at https://office.microsoft.com/en-us/templates/results.aspx?qu=invoices&ex=1.. Make sure you select the appropriate invoice. with your version of Word
Step 4. Second way:
Creating Invoices from Blank Documents
Step 5. Create the bill head
Write down your company name and include the appropriate "Billing" description. For example, you can list "Offers" if the document only serves as a quote, not a bill.
- You can include the header at the top of the page, or use Word's header function. If you're using Word's header function and predict that the bill will exceed one sheet, you can use the Different First Page option to list full headers on the first page and summary headings on subsequent pages.
- The company name must be in the same typeface as your other company materials.
- The billing statement must be written in a size large enough so that the recipient of the document can identify it.
Step 6. Write the billing date near the top of the document, to the right of the billing statement
However, you don't need to include a date as large as the description.
Word has an automatic date feature that can insert today's date for you. Although quite useful, do not use this feature for invoices sent electronically because the date will keep changing when the document is opened. While the retention date won't change, billing will look at the date on the bill to see when you were paid
Step 7. Number the bill
This number should also appear at the top of the bill. Bill numbering will make it easier for you to keep track of your bills if you have multiple bills open. You can number your bill in the following two ways:
- Non-client related global numbering. Thus, you can store all billing documents in one folder.
- Special numbering for each client. Use this numbering if you want to create a separate folder for each client. You may want to include part of the client's name in the billing number, such as "Swithin1".
Step 8. Display the address of the sender and recipient
Include your name and address, as well as the client's address on the bill.
Your contact information should include the company name, beneficiary name, client address, and telephone, fax and e-mail address if necessary
Step 9. Write down the billing information
The table feature in Microsoft Word makes it easy for you to create rows and columns for billing information, such as item quantity, item/service description, unit price/service charge, and total price for the item purchased.
The table feature in Word also lets you perform calculations. Instead of manually calculating the total price of an item purchased, you can simply multiply the quantity by the price. After that, you can calculate all the subtotals to find the total bill
Step 10. Write the total bill on the right side of the bill, just below the price per item
You can bold total billing for easier viewing.
If you're charging sales tax, show a subtotal of all goods/services, then write down the tax billed, and include the tax percentage to the left of the tax value. After that, write the total bill below it
Step 11. Include payment rules
You can display payment rules at the top or bottom of the billing information. A commonly used payment rule is "pay when the bill arrives". "due in 14 days", "due in 30 days", or "due in 60 days".
You may want to include a memo at the bottom of the bill explaining how to pay, general information, or a thank you client for using your service
Step 12. Save the bill with a name that is easy to understand and describes the type of bill
You can also include the company name, billing number, and client name.
Tips
- After saving the invoice document, you can use the document as a template to create another invoice by using the "New from existing" function when creating a new invoice. You can also save invoices in a.dot or.dotx template format for future use.
- Another way to view invoices and other information is to create a Microsoft Excel workbook and paste a link to the file from the bill in Word format. When you update the workbook, right-click the pasted worksheet and select "Update Link" to see the changes.
