How to create an invoice in Word (in 3 easy steps!)

From small businesses to one-off needs for freelancers, Microsoft Word can be a reliable – and easy – option for creating quick invoices. Most people have, and you can get a surprisingly well-designed invoice made with relatively little effort!

You can use a template that comes with the software by default, create your own, or download a pre-designed option from a marketplace like Envato Elements. (The latter option is by far the easiest.)

Here we will walk you through how to create an invoice in Word using a sample template. You can download it here and follow along.

How to make an invoice in Word

While you can create an invoice on your own or use one of Microsoft’s default options, you can use a template as the basis for a more professional design that matches your brand.

A Microsoft Word invoice is easy to use and send (just turn it into a PDF). Word invoice templates are mostly for those who don’t send a lot of invoices because there are some manual steps to this process for each invoice sent.

The good news is a Word invoice is a good starting option and is easy to create.

It starts with downloading a template.

Step 1: Open your template and customize it

Starting with a Word invoice template is the recommended option. There are so many elements to an invoice that there is no need to reinvent the wheel here.

Microsoft has some invoice templates available, but they are quite simple in terms of design.

We will use a template from Envato Elements.

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