Proforma Invoice Word for Enterprises that Enhances Efficiency

Proforma invoice word for enterprises

hello everybody its Sarah banks from banks in business solutions here and today I'm going to take you through how to create a basic invoice template in Word let's pop here in swag now and have a look at what we need to do so here we have a blank Word document as I've opened up as you will see my logo is already English and it's within the header area of the site please do go check out my previous video to find out how to insert that logo in that as this video is now all about creating the invoice template so clicking in the documents we're going to start off by president's height or length I'm just going to use the preset heading one that's set up in this document format I want to send to this so I'm going to use this icon on the home ribbon to sent an invoice here now over key information you need you need to say who the invoice is for so prior name and supplier address is going to go in here it's also useful to have a date on your own voice and an invoice number so straight away we've we've popped these fields into the templates the next thing we're going to do is insert a table I'm just gonna pop four columns in there to start with we may or may not leave that on one row so to do that we went to insert table and we quickly selected the number of columns that we needed and drop that in so this is going to be the basic table that we use for the invoice so we're going to label this first column with description of service wait goods or you could just put descriptions in there we're going to put quantity here in the cost and total cost by hitting the tab key at the end of that column we automatically create a new row on our invoice and if we hit enter we can create some extra spacing for that this formatting isn't isn't ideal for us at the moment because for a start we want our column sizes to be a bit different and we can do that just by clicking and dragging them across and we then get a much bigger area for the description of our services if we then highlight this row we can Center highlight mean sorry and highlighted on that sent to these headings and highlights little we can make the bold so they stand out a little bit better for us this is the arrow see where you have the space here to write in the goods and services that have been supplied and then we're obviously going to want to put a total amount on this invoice but we obviously want this writin to be right next to this total cost column so we're going to highlight these cells we're going to right mouse click and select merge styles and when they get to right align this text and against make it bold so the invoice total can then go in there if you then click add to the table you can add your payment terms and a current detail as appropriate at the bottom of this section the final thing that you're going to want to do is adding your contact details now if you are a limited company we'll also need to in terms of company registration of that and if you're a VAT registered company you'll need to include us as well but I'm gonna put this information into the footer so the if for any reason your invoice went over two pages it will appear on those pages to do that we go to insert foot up and we're just going to put a blank filtering down here and here we can type in company address telephone number and registration number if appropriate I'm going to central of that so I'm going to highlight this text go to home and a hit Center and there we have it a basic invoice template that you can either print heart and fill it manually or use as an electronic invoice for those times where perhaps using an online account since the system isn't appropriate or when you're starting out and contoured to use that really hope that today's top tip has been useful for you and obviously some of the techniques within this if you weren't create invoice template can be used as a documents as well please do ask if you have any questions and I hope that you're tuned in spirit of average ESC