Add Details to the Invoice for a Transaction or ServiceĪfter you download and create a base template for your business, you are ready to create an invoice for a particular transaction or service. Enter a name for your template and click Save. Click the Office Button or File Tab and select Save As. Information you should enter includes your business name, address, phone number, and email address. Enter your business information in the template.Remove anything that doesn’t pertain to your business. Use your mouse to highlight and delete the sample information from the template.Once you edit the template to reflect your business information, you can save it so you will have a base template to use anytime you want to create an invoice. Create a Base Invoice TemplateĪfter the Microsoft Office invoice template opens, you need to edit it to show your business details. The template will download and open as a new document or spreadsheet, depending on which program you are using. After you select the template, click the Download button. If you want to preview a larger image of the template, click the template and a larger photo will show up in the pane to the right of the New Document Window. Since there are so many styles to choose from, pick out something that matches up well to your business. A list of templates you can choose from will open. Enter Invoice in the Microsoft Office Online search bar located at the top of the New Document window and press Enter.
The New Document window will open you can create a new document or search for a Microsoft Office invoice template here. Select New when the Office menu opens.Click the Office Button or File tab after you open Word or Excel.If you want something more basic that you can simply add information to, use Word to find a template. If you want to import data from another spreadsheet for an invoice, use Excel to find a template. If you are not sure which program to use, you may want to consider the information you will be entering. How to Fix a Keyboard that is Not Working on Boot Up Download a Template
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