Create and Manage Microsoft Word Invoice for Finance Effortlessly

Microsoft word invoice for Finance

hello and welcome to my tutorial on creating invoices learning to create an invoice is a critical skill for the newly self-employed or beginning entrepreneur simply an invoice could be any document indicating the amount owed for services rendered and can be created from scratch using any text editor however Microsoft Word offers a variety of useful templates for business owners including several templates for creating invoices that simplify the process and allow for easy continuity for every invoice that is the method of creating invoices that we will utilize in this tutorial by the end of this video you will be able to create a basic invoice using Microsoft Word templates customized on invoice for your business and save that invoice in the best format for your needs I will be using Microsoft Word 2011 for Mac but the principles are the same for Microsoft Word for Windows I encourage you to follow along to create your own invoice please pause the video whenever you need more time to complete a step and then resume playing when you are ready let's get started first let's open Microsoft Word the software will prompt you to select a template for use there are many templates to choose from so use the search box in the upper right hand corner to find templates with the word invoice for this tutorial we will select advantage invoice you will see that this template offers many points for customization let's start with the company name and contact information in the header in your template update this section so that your own contact information is included if you double click on the header and then click on any of the fields any of the fields in bracketed text the text will disappear and you can replace it with your own I'm going to fill in my information when I'm finished making changes I will close the header by selecting the X next to close note that right now I'm only filling out information that will be true for every single invoice that I need to create now that we've added all the information that would appear in any invoice let's save our document as a template for future use to do so select file and then save as in the save screen that pops up there is an option for format click the drop-down arrow and select word template change the file name to something that will distinguish this template from the others for example you could use the name of your company followed by the word invoice select save now the document we created is a template that can be used for every subsequent invoice we can now update the remaining fields for a specific invoice amount this template does not automatically calculate total so you will need to do the math separately I'm going to add today's date and details for our project where my company proof-read 100 pages at $1 a page to keep the math simple when we're finished entering the specifics we will save the document again to save this specific invoice we will again select file and then save as only this time we will select a different file format commonly use file formats for invoices r dot d ocx and dot PDF I'm going to select PDF because that format will ensure that the recipient will see the document exactly as it appears on my computer without any changes to formatting after I select my format and the location for the file all I have to do is hit save and my invoice is finished I'm ready to be sent to my client I hope that you enjoyed this tutorial please take a minute to provide feedback through the link listed here and in the video description thank you and happy invoicing