![]() Get help and support, whether youre shopping now or need help with a past purchase. To remove this text from the invoice, highlight it and press the “Delete” key or, if it is in a text box, click the text box and press the “Delete” key.Ĭlick the “File” tab and choose “Save As.” Select where to save the file on the network or desktop and enter a name for the invoice. Open a service request in the Microsoft 365 admin center. Click into the boxes, which may vary from template to template, and enter the invoice information, including number of items, price, date sold or service rendered, representative name or number, delivery dates and terms.Ĭheck the bottom of the invoice page, as many templates have some placeholder text such as “Thank you for your business.” Highlight and type over this with your slogan or motto if desired. Scroll to the main section of the invoice to enter the actual sales, service or other invoicing details. You can also use this process to add additional images if your business prefers them on its invoices. There will also be places to type over text for the invoice number, phone number, date and contact details for the sales or account representative.Īdd a logo to the invoice by clicking the “Insert” tab, clicking the “Picture” button, browsing to a digital graphic of your company logo and double-clicking it. Highlight the first placeholder text on the invoice and replace it with your own, such as the business name and address. Review the invoice, which will have a lot of placeholder text such as “Place logo here” and “Company name here.” It’s a beautiful looking template with a green gradient theme. The template opens in a new Word or Excel window. This is my favorite one among the built-in Microsoft Word Invoice templates. You’ll be able to change all of the wording, colors and design, so double-click the one that best suits your organization. This professionally designed sales invoice template will calculate line-item totals, sales tax and deduct any discounts offered. With our online solution, you can easily sign up within 2 minutes and start sending your first invoices to clients.Double-click a file folder icon that most closely matches your business invoice needs, such as “Sales invoices” or “Service invoices.” If business is booming and you need a more automated solution, check out InvoiceBerry. Keeping record of your invoices and client status is important for a healthy business, and will come in handy when you need to go back to your records once tax time arrives. Invoice creation can be a tedious process, but an invoice template can easily shave off valuable time from the task, making sure that they get done in a timely manner. ![]()
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