Streamline Your Business with Microsoft Word Invoice for Enterprises

Microsoft word invoice for enterprises

[Music] okay hello everyone and welcome to the video in this one I'm going to be showing you how you can create a simple but professional looking tax invoice in Ms publisher now this will be for people who are starting a business they're just starting out they're keeping their costs down they don't necessarily want to be paying for a paid subscription to do their invoicing such as xero or QuickBooks so you want to be able to send out a nice looking professional looking invoice to your customers even though you don't have software that generates the invoice as such so I'm going to show you how you can do that in Publisher so if you've got a Microsoft Office subscription or you've bought it out right then you'll have access to this all right so here we go we're just going to zoom in here to 80 so we can see what we're doing a bit more and the first thing we're going to do is import our logo so we're going to go insert pictures so you'll navigate to where you have your logo saved and here it is we'll just drag it down to a smaller size and that's going to go on the top right here we'll make that a little bit smaller again and the beauty of publisher guys is that you can move things around you can drag and drop to where you want to be you can change the sizes of things very easily so you don't forget it right the first time and you can make adjustments at any time now we're going to put in a text box and this is going to say tax invoice I'm going to make that 28. why that logo a little bit smaller okay now we want to put in another text box and we're going to put in our details here the from details so we'll have our address I'm going to go instead of going enter and creating that space in between here if you get between the where the text is here and where the new line is I'm going to go shift enter to bring the next line in up close to where the first line was so we want less Gap in between our lines here but you don't have to do that that's just how I like it uh the 123 Main Street your town same thing shift enter and our ABN so I might actually move this over a little bit and we're going to make this 12 font I think Tan's a little bit small drag that down there we go now we're going to put in the details of who the invoice is going to so I'm just tabbing over here customer name invoice number first one 001 reference this can be anything like a job code or something like that date due dates and I'm going to make this size 12 again and what we're going to do as well we're just going to drag it so it's equal height to our address on the right here you can see that orange line or that pink line going right across the screen so it's equal height here okay now what I'm going to do is put a border in a little bit of graphic to make it look a bit nicer so I'm going to go borders and accents uh you can scroll down and find anything that you like here so I'm going to go this one I'm going to drag it down we've got to make it the size of the page this can go up a little bit and go down a bit and this is going to be the body of the invoice here I don't really like that orange so I'm going to change the color of that format objects I'm going to go over dark blue there or is that a navy blue I don't know you tell me so I think that looks a bit nicer okay so now we're going to enter the details of the actual invoice so what I'm going to do is draw a text box in here and I'll put in my headers description I'm tabbing over quantity and of course this can be anything depending on your business you can set it out exactly how you'd like it uh the unit price amounts we're going to bold that and we're going to make it 12. and then we put in the details of the services provided so service one let's say the quantity of this particular type of service was two the unit price was a hundred so the amount is 200. service two quantity one 500 the amount 500. and of course if you don't like the alignment of how this looks here with the quantities underneath the quantity header you can tab this stuff over or rather spacebar it over you know to put it to where you like to see it we entered down a couple lines we're going to tab over to the amount column or rather the quantity column and we're going to put in the bottom section now subtotal which is our 200 plus our 500 so that's 700 tabbing over GST if you're in Australia if you're in the UK that'll be a vat a vat or even in the US you might have a sales tax 70 because GST in Australia is 10 percent for a total amount of 770 we're going to bold that and pretty much the last thing we have to do now is enter in our bank details so we can get paid so what we're going to do now is do another text box down the bottom here and then we'll have our dsb our account number and of course our account name we'll tab these over so they all line up and then I'll make that 12 drag that down so it fits there we go and I'll put in one more little text box for our payment terms whatever they happen to be and I'll just drag this over so it lines up with the bank details and there you pretty much have it guys just a really simple little invoice template that anyone can do to get your invoices out to your customers looking half decent so all we have to do now is export it to PDF and here it is your exported PDF anyway guys that's it for the video thanks a lot for watching I hope I've shown you a few little tricks here I mean it's all very easy it's a simple way it's a a way to get a professional finish on your invoice template and to get your business up and running if you're in the early stages and you're looking to keep your your expenses down so hopefully you enjoyed the video and we'll see in the next one [Music]