Their name, phone number, postal address, email address and if applicable, registration number are included. This is the party that provided the goods or services. This is the date when the invoice was generated and issued to the client. Normally made up of numbers, it can also include letters. This is a unique identifier for the invoice. Below this, shipping costs can be entered, and finally, there is space on the bottom row for you to enter the total amount due.What to Include in a Word Invoice Template This currently states 20%, however this can easily be amended if necessary. Where applicable, complete the tax section below this. In the subtotal box, enter the total amount of goods and services listed above.

Entering totalsīelow the list of goods and services is a space for you to enter the total due. There is no need to delete rows that you are not using these can simply be left blank. As per the example on the template, list the name of the goods or service on the left, and the amount due on the right. Entering goods and servicesīelow the address section is space to enter up to 15 items. As the billing and delivery addresses can sometimes be different, there is a section on the left for entering the billing details, and a separate section on the right for entering the shipping address. Simply type the name and address of the company you are invoicing on the template, as indicated.

The billing and shipping information is entered in much the same way as your own company name and address. It is important to fill this information in, as should there be any issues with either the payment or the goods/service at a later date, both you and your client will be able to quickly trace down the relevant invoice. To the right of this is space to enter the invoice number, invoice date, and date the payment is due. If not all of the information is relevant, for example, you don't have a fax number, simply remove this line from the template. If you save the template once you have filled out this information, you will not need to enter it in on each and every invoice you produce. To save yourself time and duplication at a later date, complete the company name and address section in the top left, by simply typing over the template information in brackets, and do the same with the payment information at the bottom of the page. Information such as the name and address of your company, and how to make payment are likely to be the same on all of your invoices.

Create an invoice template in word