#Invoice templates word how to
#Invoice templates word update
#Invoice templates word download

The formula multiplies the total, which, in this example, is in cell B6, by 1.04. For instance, to apply a 4 percent sales tax, enter the formula =B6*1.04, as shown in Figure A. Then, click the Formula button and enter a multiplication expression. First, click in the next cell down and choose Field from the Insert menu. Should you wish to add a calculation for sales tax or VAT (UK), insert a formula field.

When you click AutoSum, Word will insert the function. By clicking in an empty cell below a column that will contain values, you can use this button to perform simple addition. There’s a funny symbol at the bottom-right. You will see a dialog box where you can select the number of columns and rows in your new table. Once you have planned the layout, click on the Insert Table button. You can always insert extra rows, but it is nice to start out with something you don’t need to alter too much. Most of the table options can be reached from this toolbar.ĭecide how many rows and columns you need in your table. As with the other toolbars available in Word, you can switch on this one from View | Toolbars. When you’re ready to add the table to your template, display the Tables And Borders toolbar. In my template, I used an automatic Date field so that each invoice I create from the template will be correctly dated. Be careful not to fall into grammatical errors that can make you and your business look unprofessional. Think about the wording you’re going to use in your invoice. If this feature is turned off, just type the AutoText name and press. By default, Word will offer to auto-complete the name, and you can press to insert the heading. Then, whenever you need to insert the heading in a document, just position the insertion point marker where you want the heading to appear and type the AutoText name. When Word presents the Create AutoText dialog box, enter a name and click OK. Just select the items that make up your heading and press. One convenient way to preserve an element such as a heading is to save it as AutoText.

Once you’ve created a heading, save it so you can use it for other marketing material, such as flyers, price lists, and announcements. The first step in building an invoice template is to design the heading you want to use for it.

#Invoice templates word how to

Let’s look first at some template-building basics then, I’ll explain how to modify and use my sample template. To help you get started, I’ve created a sample invoice template that you can customize to fit your needs.

#Invoice templates word update

You can then update the fields that calculate tax and totals and print the invoice. To generate an invoice, you just create a new document using the template, fill in the customer information, and enter the invoice amounts in the table. Once you set up this invoice framework, save the blank form as a template, and you’re in business. You can even include Fill-in fields to automatically prompt for customer information. It’s easy to create an invoice that includes your business details, contact information, and logo, along with a table that itemizes the costs, parts, and labor automatically calculates the totals and taxes and presents a total amount payable. Word tables have a number of applications: staffing rotas, timetables, pricing charts, quotations, and the one I use most, invoices. Sometimes, a better approach is simply to insert a table in a document and perform the calculations in it.

When it comes to performing calculations in a Word document, we tend to think of embedding or linking an Excel worksheet - but this can be overkill.

#Invoice templates word download

Here are the basics steps involved in setting up an invoice using a Word template - along with a sample template you can download and customize.