Create Your Perfect Windows Invoice Template for Planning with Ease

Windows invoice template for Planning

hi and in today's video I'm going to show  you how to create a really quick and simple   invoice so the first thing I'm going to  do is insert a table so go to insert table   click on the drop down so I'm going to use  four columns and as many rows as I can fit   here and we can add more when we want to so it  curses at the top left here hit the return key   just move that down and I'm going to select  the table by clicking on this top left box   go to layout go to height and in here I'm going to  select 0.8 and press enter over here you can see   we've got all of these options as to where your  text will lie so I'm going to choose middle left   for the time being so the first thing is just  entering all the details and this is from the   companies you're going to bill and I'm going to  just going to put new client company in here and   then all I'm going to do is simply go down and put  in the rest of this information speed up the video okay so once we've done all that I'm just going  to move a few things so you can see this payment   2 is in the center of the address I'm going to  move it to the top so click on it go to layout   and then I'm going to move it to top left so  I've moved up to the top there now don't worry   too much about the layout we're going to sort  all of that out afterwards you can merge all of   these cells if you want to I'm just going to keep  them as they are but if you need to extend this   line or you need to extend this column here  to make it a bit wider just hover your cursor   over click and drag that line across and then  you can make some of those adjustments and   you can make this column a little bit wider I  need to add some more rows so I'm just going   to click on the bottom row go to layout and go  to this icon here and just keep clicking until   we go down to the bottom we're going to go too  far because we may need to make some adjustments   so then I'm going to leave a space because then I  want to put all the invoice information in so I'm   actually going to merge all of these cells so I've  selected them all go to layout and select merge   cells then we could put in all the details for  our actual invoice so then put in the description   your rate the hours and the amount so we're  going to select all of that text go to home   click Center and bold and then underneath here  you're just going to fill out all the details   you need to for your invoice once you've filled  all those details out once again you can adjust   where you want everything to lie so I'm going  to move this text back over to the left select   it go to layout and go to Center left this one  the amount I'm going to move over to the right   I'm going to select all of these and move those  over to the right as well and then these two   columns I'm going to move to the center and  click then we're going to put in our total   you can put in a subtope total if you want to  and then here you can actually use a formula   to add up all of these totals so clicking this  bottom cell here go to layout and go to formula   and then here you can see it says sum above if  it says some above you can simply just click   and it will add up everything above and then we'll  just move that over to the right and then we'll go   to home and make it bold now if you do choose to  change any of these you will need to update this   by clicking back on this cell going up to layout  and then the formula clicking on this again and   selecting OK you see I've done that twice now so  I'll just take that out now don't worry we are   going to sort out all of these borders and shading  so it looks nice at the end so what I will do I'm   going to add a row in between the total just to  space that out of it so select it go to layout   and select select insert above and then all of  these we can either merge or get rid of so I'm   actually going to delete these last few cells here  select them right click and go to delete cells and   then click OK and then the bottom here select all  of those cells go to layout and click merge cells   and then in here you can put whatever text you  want to and then I'm going to Center that text   go up to layout and click Center text and then  we'll just move all of this down and I'm going   to select it all go to table design and over  here you can use all of this to select what kind   of Border Lines you want for your invoice so I'm  just going to very simply go to borders and select   no borders deselect and now you can see how that  lies but I want to add some lines so I'm going to   select this section here go to borders click on  the drop down I'm going to select bottom border   which you can see it's placed one here but then  I also want the central borders inside horizontal   borders and click that one and you can see I've  now got all of those lines there if I want this   line here to be a little bit thicker select it and  click on the drop down here go to two points go to   borders and select bottom border and it will make  that bottom border a little bit thicker so it's   selected the bottom border of the items or the row  that I have selected now we're going to insert the   logo so go to insert pictures picture from file  I'm going to select my logo and click insert   you can't move it around at the moment so go to  wrap text and click in front of text now you can   move it around I'm just going to line that up  with the text here now I want to insert some   text here and the date here so I'm going to go to  insert text box click on the drop down and select   draw text box click and drag out the text box  I'm simply going to write invoice deselect it   then reselect it go to home and then go to this  icon here which is increase font size and you can   increase that until you're happy so I've got this  black borderline around it which I don't want so   select it go to shape format go over to this icon  here click on the drop down and select no outline   then I'm going to go to home click copy deselect  it click paste and then I'm going to move this one   over here trying to line This ear with the side  of this table so I'm going to put the date in   there we go then I'm going to just make sure this  three is lined up with the side of this table here   then make sure these two are lined up select this  one hold down your alt option key and select this   one go to shape format go to align and then you  can go to align to top we'll make sure those are   perfectly lined up and if we're happy with the  position I'm just going to move this one over so   as you can see that eye is not quite lined up  I'm just going to move that over a little bit   there we go once you're happy with their  alignment you can group them so select   them both go to shape format go to group click  on the drop down and select group now you can   move them as one which makes it a lot easier  a lot easier for when you're moving things   up and down so I'm going to go down to the  zoom at the bottom here and then to zoom out   and then I'm just going to move that table down  so it's further down to the bottom of the page   then I'm just going to move this down there we  go and the logo down just using my arrow keys   nothing too complicated perfect so once you're  happy with your invoice you can go ahead and   save it but you can also save it as a template so  you can use it over and over again so select it go   to file go to save as template make sure you're  on templates here and make sure the file format   is Microsoft Word templates and then just click  save clearly you need to save it as an invoice   and then just click save that will mean that  this will be available every time you open up   word this will be available in your templates  and you can just use it over and over again   so I hope that's helped you today if it has  please like And subscribe and have a great day