How to Access the Microsoft Word Invoice Template

Elise Williams

2023-09-08 16:30:03 • Filed to: Invoice • Proven solutions

In business, one of the most important documents is the invoice. This document is part of every transaction and it provides intimate details about the activities at hand. It's creation process should always be easy to handle, and Microsoft Word can facilitate this process. Filling in a template for every transaction is a sure way to grow and succeed in business.

# What to Include in a Word Invoice Template
# Advantages and Disadvantages of an Invoice Template in Word Format
# How to Create an Invoice Easier with FreshBooks

Free Word Invoice Template

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What to Include in a Word Invoice Template

• The Invoice Number

This is a unique identifier for the invoice. Normally made up of numbers, it can also include letters.

• The Date of Issuance

This is the date when the invoice was generated and issued to the client.

• The Vendor

This is the party that provided the goods or services. Their name, phone number, postal address, email address and if applicable, registration number are included.

• Name of Consignee

This is the party that received the goods or services. Their name, phone number, postal address and email address are indicated.

• Goods or Services

These are the specific items or services rendered. A full, detailed description is included in this section. All dimensions are indicated along with the applicable units of measurement.

• The Currency

The specific type of legal tender that should be used in the transaction is indicated in the word invoice template.

• Total Cost

This is the total monetary value of the goods or services that are provided. This cost is inclusive of taxes.

• The Due Date

The date by when payment needs to have been performed is indicated.

• Terms of Payment

Any terms guiding the compensation process are indicated.

Advantages and Disadvantages of Word Invoice Template

Advantages

• Easy to use

An invoice template word is very easy to use. The document is presented in a format that can easily be manipulated. Best of all, you can use various types of devices to manipulate this template successfully.

• Preserves the format

A professional business invoice needs to have a particular format. Using a template in Word format ensures that the required style is achieved and maintained. This presents an organized and beautiful appearance of the document.

• Can be replicated successfully

After filling in a business invoice using a Word template, you can replicate the document as many times as you desire. The invoice format in word is very flexible. As such, it can be manipulated as you require.

Disadvantages

• The style is permanent

A business invoice presented using a Microsoft Word template maintains a specific style throughout. The various headings and content sections have a fixed position in the document. Therefore, they cannot be changed.

• Each template fits a particular type of transaction

There are many types of Microsoft Word invoice template available today. Each type fits a particular transaction. Therefore, you have to find the specific template for your particular business case.

How to Create Invoice Easier with FreshBooks

What is FreshBooks

The FreshBooks software is an effective digital resource for businesses today. It can generate documents rapidly and even send them directly to the clients. FreshBooks is also capable of automating enterprise documents. The software can perform processes such as task scheduling, expense organization, accounts reporting and much more. This software is based on Cloud technology. Therefore, you can access its features along with your business data directly from an Internet-capable device. Here is more about how FreshBooks can help you to create professional invoices.

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How to Create Invoices with FreshBooks

This accounting software enables you to create professional invoices on demand. You can use two main modules towards this effect. They include:

1. The Dashboard

This is the main control panel in FreshBooks. It contains a variety of tools and facilities for you. In the Dashboard, simply tap on the button labeled "Create New". Having done so, you can proceed to click on the "Invoice" option. This will immediately bring up a new window containing a free invoice template word that you can adjust to create your invoice.

2. The "Invoices" Panel

Another facility that you can use so as to create an invoice within FreshBooks is the Invoices Panel. In this one, simply begin by tapping on the button labeled "New Invoice". This will immediately launch a window containing an invoice template that you can edit to create your document.

The invoice template doc within FreshBooks provides you with a wide range of sections that you can edit. You can determine if the invoice will accept credit card payments. You can also proceed to customize its overall appearance by choosing a theme and a font. Furthermore, you can choose whether it will be a recurring business document or not.

The most important section of the invoice enables you to enter the specific details of your current transaction. Here, you can enter details such as the Company Name, Client, Particulars, Costs Involved and the Due date of payment.

Should you edit the document and only get halfway, FreshBooks allows you to save your progress. On the other hand, you can complete editing the invoice sample word and send it directly from the software to your client.

FreshBooks implements 21st century computing technology in modern business. This software utilizes automation and an intuitive dashboard to help get things done. It is an investment with lasting returns!

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