When you want to print the invoice, remember to choose ‘Fit to Page’ in your print settings. You can add in each line item, and the Excel formulas will automatically add up your totals and add your taxes or subtract discounts if you need to include those. Using Excel for your invoices can be slightly easier due to its ability to add formulas. Turn it into a PDF and attach it to an email to send it to your client. You can duplicate the document and make changes to create a new invoice the next month. The benefit of using Docs is that you can easily save all of your invoices into Google Drive after you create them to keep track of all of your invoices there.
Open up our Google Doc and make your own copy, which you can save in your Google Drive. If you prefer to work in Google Docs, you can use our Google Doc invoice template. Simply add in the specifics of your invoice, save the document as a PDF and email it to your client.
With our Microsoft Word template, your document is all set up for you so you won’t need to fiddle around with adding line items and totals and making sure that the margins look professional. If you typically work in Microsoft’s Office Suite, this could be a good invoice template for you to download.
Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).Microsoft Word is used for general documents such as letters or reports. Total: Outline the total amount due from the customer, after tax. This is legally required to provide on invoices, and your rate may differ depending on where you run your business. Tax: Indicate the tax rate applied to the subtotal. Subtotal: Add up the subtotal of your goods or services, before tax has been applied. For each line item, include a brief description, quantity, individual unit price, and total price. Line Item: Add individual line items for each unique good or service you provided. Dates: Include the date when your invoice has been issued and the date when payment is due. For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001. You can format this based on sequence and customer. Invoice Number: Include a unique invoice number to help you track down this invoice in the future. Customer Details: Under "Bill To", add your customer's name, address, and contact information. Company Details: Add your company name, address, phone number, and logo to the top-right corner. Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.
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