Pick one that suits your business style and click on it to open. You'll be presented with a variety of professionally designed invoice templates to choose from. In the search bar, type "invoice" and hit enter. Open Microsoft Word and choose a template: Go to the "File" tab at the top left corner, then click on "New" to explore the available templates.Looking to create your own Word invoice template? Follow these steps: Start using PayPal Invoicing today by signing up for a PayPal Business account. Send invoices on the go with the PayPal Business app.Accept payments from 200+ markets around the globe.Accept partial payments or enable tipping.Track status, view history, and send reminders for unpaid invoices.Send invoices to up to 1,000 customers at once.Save invoice templates, items, and contact details for quick entry.Note: Some industries may require mentioning specific terms and conditions on your Microsoft Word invoice, so be sure to check the special requirements for your business.Īccess more invoicing features for free with PayPal Invoicing. Easy to build, save, and reuse, this invoice template is a professional way to bill your customers, whether you're a sole proprietor or an LLC. Our invoice template in MS Word is good for PC users who are looking for a professional-looking, downloadable template in Microsoft Word. Get the benefits of online invoicing with PayPal Invoicing Also, if you’re sending a bill to an international customer or vendor, clarify which currency you’re billing in and add any local or industry-related requirements to your Word document. Terms and conditions: Include payment terms in your terms and conditions (or notes) section, and remember to mention your terms for late or early payments.Whether you add a note that says “Thank you for your business” or “Hope to see you again”, including this section on your Word template can help you make a lasting impression. Notes: Many small businesses that have been in business for a long time rely on client loyalty, and adding personal touches can go a long way.Billing rate: Depending on the service you provide, you may want to bill by hours, quantity, or even a flat rate – look for a tool that gives you the flexibility to bill whichever way your business needs and allows you to include items like sales tax.Using Word for your template allows you to make space for longer descriptions, if necessary. For example, if you're a dog walker, you may want to say something like “Walked Jack the beagle from 2pm-2:30pm on May 5.” Being clear and descriptive lets your customers know what you're billing them for, and that can save you time in follow-up questions. Service date: Including a service date is optional, but if you decide to note it, this would be the date you performed the service.Service details: Be as clear as possible when describing the product or service you’re providing.And if you’re sending internationally, we’ll automatically display the invoice date in the proper format for your customer. Tip: With PayPal Invoicing, we’ll automatically help you calculate the due date. And, use this date format on your Word template to solve for international differences: Month (spelled out), date, year. Make sure your invoice date, payment terms, and due date line up: if your payment terms are 30 days, then the due date should be exactly 30 days from the day you sent the bill. Invoice date: This should be the day you send out the invoice, not the day you created it.So, when Jane Doe (customer number 25) makes another purchase or hires you for another job – the fifth one this year – you could list that as #25-0005. (You don’t want your customers, or your team, to refer to invoice #492485720934.) You can work around this by breaking your invoice number into multiple parts, like using a unique customer number with a variable project number. But, that may not be intuitive and can quickly become a mouthful. The simplest is chronological – use the next number in the numerical series. Invoice #: There are multiple ways to assign invoice numbers.A physical mailing address is a nice to have. Your client's information: Make sure to include at least an email address and a phone number.Your contact information: Include your company’s name, phone number, email address, and company website.Your business or freelance invoice template should generally include the following: Make sure to break down the total amount due by stating the subtotal as well as any taxes or fees. You also want to be as transparent as possible when sending a bill, making sure to specify not only your rates but also the terms for payments. Supplying as much information on your Word invoice template helps avoid any potential delays in getting paid. What to include in your Word invoice template?
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