So, for tracking purposes, excel or another software needs to be used. Tracking issues: It is not possible to track invoices using Word.Privacy and security issues: With invoice data stored on your PC or cloud, there are more chances of your data being accessed by a larger group.Time-consuming: Word requires manual input of data which requires more time and the chances of errors also increase.Invoicing in Word is a good start but as and when the business grows, it becomes essential for a business to opt for better invoicing solutions. Invoicing and billing templates used in Wordīelow are some of the invoicing templates used in Word: Challenges and solutions An invoice header can be created with a business logo and contact details.This saved template can be used to create more invoices by using the ‘new from existing’ option when creating an invoice. Whenever the excel is updated, click on the update link to see updates in the Word invoice. Paste a link to this sheet in the Word invoice. Create an itemised list of goods sold or services provided.Tips to easily maintain invoicing in Wordīelow are some of the tips to easily maintain invoicing in Word: It can be customised by adding a company logo and multiple fonts, colours, and sizes that best suit business needs. In Word, you can create a template by using various functionalities such as header, tables, etc. Step 4: Send the invoice to the customer. It is best to use the latter as you can share it with customers directly. You can also easily add, remove, or resize the contents of the invoice.Īfter updating the invoice, click on ‘File’ and then ‘Save As’. You can add or remove the invoice fields as per your business requirements.

One can choose the best suitable template.Īdd a company logo, contact details, invoice details such as invoice number, date, goods sold, rate, tax, taxable value, total value, etc. Various formats of invoice templates will pop up. Search for invoice templates in the search bar.

One can create an invoice in Word by using two methods.

Invoice formats word