7/24/2023 0 Comments Invoice2go phone number![]() Now, you have a great invoice template that you can reuse each time you send your customers an invoice. Under the "Save" menu, you can select "More Options." On the next menu, you'll see a drop-down box labeled "Save as Type." The default file type is a Word doc, but you can also click on the drop-down list and select "Word Template" (.dotx). However, if you want to keep using this same invoice format, you can save it as a new template. If you've created this invoice for a particular client or project, you can simply save it as a Microsoft Word doc (.docx file format). Simply select these sections (or the dummy text within these sections), then hit "delete." You can always use the "undo" command if you get trigger-happy and need to restore a section, too.Ĭongratulations! You've just customized your first invoice template! Make sure to save your work by clicking the "Save" icon. You may still have a few sections you just don't need. Once you've made your edits, look over your invoice carefully. You can use the "shapes" option in the Word menu or simply draw a long underline that can be used to write things in by hand later. ![]() Simply select the relevant areas of the invoice template and insert a long line. Some business owners prefer to enter some details by hand, especially when it comes to the contents of the invoice itself. Insert blanks for sections you want to write by hand.Click the corner of the image if you need to resize the image. ![]() You can then adjust the spacing and format just as you would with text. Once the file is selected, click "Insert" and your logo will appear. Simply click "Insert," choose "Picture," then select the file. If you have a business logo, you can insert it at the top of the invoice. Pay particular attention to the "invoice number" section of the invoice, as you'll want to be able to update this section for every invoice you send. You can simply click this text and enter your own business details and line items in the spaces provided. The Microsoft Word invoice template will likely contain "dummy text" that will help you know what to edit. Once you find an invoice template that works for you, you can adapt it to your business needs, including the details of the project that demands an invoice. To select a different invoice template, just hit "File" again and repeat the process. The menu shows a thumbnail preview of each invoice template, but you can always open each one to get a more detailed look. You'll want to sift through these invoice templates to find one that matches the needs of your small business. To select "New From Template," though you can also enter "invoice" in the search bar and scroll through your options.Īt this point, you'll notice that Microsoft Word provides options for service invoices, sales invoices, and more.
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