{"id":17332,"date":"2023-03-06T11:36:44","date_gmt":"2023-03-06T11:36:44","guid":{"rendered":"https:\/\/www.mooninvoice.com\/blog\/?p=17332"},"modified":"2023-03-06T11:36:44","modified_gmt":"2023-03-06T11:36:44","slug":"how-to-make-an-invoice-on-word","status":"publish","type":"post","link":"https:\/\/beta.mooninvoice.com\/blog\/how-to-make-an-invoice-on-word\/","title":{"rendered":"How to Create an Invoice in Word? Key Steps to Follow"},"content":{"rendered":"<p><script type=\"application\/ld+json\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span>\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"FAQPage\",\n  \"mainEntity\": [\n    {\n      \"@type\": \"Question\",\n      \"name\": \"How can I create professional-looking invoices in Microsoft Word?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"You can use invoicing software like Moon Invoice to create professional-looking invoices in Word. The platform offers 66+ free, customizable invoice templates in Word. The predefined fields in the template allow you to quickly create a professional invoice by entering the required details.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"Can I do an invoice in Word or Excel?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"Yes, you can create invoices in either Word or Excel. Word provides more design flexibility, while Excel supports automatic calculations using formulas. Both options are easy to customize and can be saved as PDFs.\"\n      }\n    },\n    {\n      \"@type\": \"Question\",\n      \"name\": \"How to generate an invoice automatically?\",\n      \"acceptedAnswer\": {\n        \"@type\": \"Answer\",\n        \"text\": \"The best way to automatically generate invoices is by setting up recurring invoices. Invoicing software like Moon Invoice makes it easy to automate recurring invoices, making it ideal for subscription-based or ongoing client services.\"\n      }\n    }\n  ]\n}\n<\/script><\/p>\n<p><script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\/\",\n  \"@type\": \"Article\",\n  \"mainEntityOfPage\": {\n    \"@type\": \"WebPage\",\n    \"@id\": \"https:\/\/www.mooninvoice.com\/blog\/how-to-make-an-invoice-on-word\/\"\n  },\n  \"headline\": \"How to Create an Invoice in Word? Key Steps to Follow\",\n  \"description\": \"Discover how to create an invoice in Word using simple steps, ready-made templates, and customization tips for any business.\",\n  \"image\": {\n    \"@type\": \"ImageObject\",\n    \"url\": \"https:\/\/www.mooninvoice.com\/blog\/wp-content\/uploads\/2023\/03\/How-to-Create-an-Invoice-in-Word_.jpg\",\n    \"width\": \"1200\",\n    \"height\": \"700\"\n  },\n  \"author\": {\n    \"@type\": \"Organization\",\n    \"name\": \"Moon Invoice Team\"\n  },\n  \"publisher\": {\n    \"@type\": \"Organization\",\n    \"name\": \"Moon Invoice\",\n    \"logo\": {\n      \"@type\": \"ImageObject\",\n      \"url\": \"https:\/\/www.mooninvoice.com\/blog\/wp-content\/uploads\/2023\/03\/How-to-Create-an-Invoice-in-Word_-1.jpg\",\n      \"width\": \"254\",\n      \"height\": \"47\"\n    }\n  },\n  \"datePublished\": \"2026-01-05\"\n}\n<\/script><\/p>\n<h2>How to Create an Invoice in Word from Scratch? Step-by-Step Process<\/h2>\n<p>It is a manual method for creating an invoice from scratch. If you enjoy showing your creativity, this method works. However, it requires time and significant effort. Here are the key steps you need to follow when thinking over how to create an invoice in Word:<\/p>\n<h3>1. Open a New Blank Document<\/h3>\n<p>Initiate your invoice-making journey by opening a new blank document while following the steps below:<\/p>\n<ol style=\"margin-left: 20px;\">\n<li>Open Word<\/li>\n<li>Click \u2018File\u2019<\/li>\n<li>Choose \u2018New Document\u2019<\/li>\n<li>A blank document will be visible on your screen.<\/li>\n<\/ol>\n<p>This document lets you include details. However, you need to create a proper layout and basic design &amp; structure for a professional look.<\/p>\n<h3>2. Creating an Invoice Header<\/h3>\n<p>Next, create the invoice header, which is the top section that your client will look at. When you create an invoice in Word, ensure it is visually appealing. Ensure it has a professional look and high clarity. Include your business name, logo, address, contact number, and email address.<\/p>\n<h3>3. Including Invoice Details<\/h3>\n<p>The other important information you need to include is the <a href=\"https:\/\/www.mooninvoice.com\/blog\/invoice-number\/\">invoice number<\/a>, currency, invoice date, and due date. You can also mention the <a href=\"https:\/\/www.mooninvoice.com\/blog\/what-is-a-po-number\/\">PO number<\/a> if required. The invoice number is unique to each invoice and is useful for tracking it.<\/p>\n<h3>4. Include Client Details<\/h3>\n<p>To whom you are issuing an invoice, you need to include. This is one of the important invoice elements. Mention the client&#8217;s name, address, and contact number. You can also use a prefix like \u201cInvoice to\u201d or \u201cBilled to.\u201d This enhances the viewer&#8217;s clarity &amp; understanding.<\/p>\n<h3>5. Generate an Itemized List<\/h3>\n<p>Create an itemized list that includes a description of the delivered services and products to your client. Make sure you present the details in a list format, including a proper cost breakdown for each service or product, with quantities. A sample below explains it well:<\/p>\n<div style=\"height: 10px;\"><\/div>\n<div class=\"determinant-table-div\">\n<table class=\"determinant-table table table-bordered\">\n<thead>\n<tr>\n<th><b>Product<\/b><\/th>\n<th><b>Quantity<\/b><\/th>\n<th><b>Unit Price<\/b><\/th>\n<th><b>Amount<\/b><\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><center><span style=\"font-weight: 400;\">Product 1<\/span><\/center><\/td>\n<td><center><span style=\"font-weight: 400;\">20<\/span><\/center><\/td>\n<td><center><span style=\"font-weight: 400;\">$40<\/span><\/center><\/td>\n<td><center><span style=\"font-weight: 400;\">$800<\/span><\/center><\/td>\n<\/tr>\n<tr>\n<td><center><span style=\"font-weight: 400;\">Product 2<\/span><\/center><\/td>\n<td><center><span style=\"font-weight: 400;\">10<\/span><\/center><\/td>\n<td><center><span style=\"font-weight: 400;\">$20<\/span><\/center><\/td>\n<td><center><span style=\"font-weight: 400;\">$200<\/span><\/center><\/td>\n<\/tr>\n<p><!-- Totals --><\/p>\n<tr>\n<td style=\"text-align: right; font-weight: 600;\" colspan=\"3\">SubTotal<\/td>\n<td><center><span style=\"font-weight: 400;\">$1000<\/span><\/center><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right; font-weight: 600;\" colspan=\"3\">Total<\/td>\n<td><center><span style=\"font-weight: 400;\">$1000<\/span><\/center><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>In addition to those, you can mention any applicable tax or discount if necessary. A proper itemized list enhances clarity and improves understanding, reducing confusion and disputes.<\/p>\n<h3>6. Terms &amp; Conditions<\/h3>\n<p>Showcase all your terms and conditions to enhance transparency. Make your client aware of your business or billing policies. Include the payment terms <a href=\"https:\/\/www.mooninvoice.com\/blog\/net-15-payment-terms\/\">Net 15<\/a>, Net 30, or whatever, the mode of payment you accept, and other related terms.<\/p>\n<h3>7. Save &amp; Export the Invoice as a PDF<\/h3>\n<p>Save the ready invoice as a PDF. Saving your invoice as a PDF is beneficial because it makes the file easy to access on any device or program. Follow the steps below to save &amp; export the invoice:<\/p>\n<ol style=\"margin-left: 20px;\">\n<li>Go to File-&gt;Save As.<\/li>\n<li>Choose the location where you want to save the file.<\/li>\n<li>Give your file a unique name, then click Save as a standard Word Document (.docx).<\/li>\n<li>To export to PDF, change the \u201cSave as type\u201d to PDF.<\/li>\n<\/ol>\n<p>Apart from this approach, you can also easily create an invoice through the template provided by Word itself. These templates offer built-in fields that let you prepare the professional invoice quickly by filling in the information.<\/p>\n<h2>How to Create an Invoice Template in Word Using Moon Invoice?<\/h2>\n<div style=\"text-align: center;\">\n    <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-24730 size-large\" \n         src=\"https:\/\/www.mooninvoice.com\/blog\/wp-content\/uploads\/2023\/03\/Layer_-1-723x1024.jpeg\" \n         alt=\"Azure technologies Invoice\" \n         width=\"723\" \n         height=\"1024\" \/>\n<\/div>\n<div style=\"height: 10px;\"><\/div>\n<p>You can simply create an invoice using the invoice template in Word of Moon Invoice. The platform offers more than 66 free, professionally designed invoice templates. All you need to do is download the right template, fill in the details, and save or send it to the client. Here are the detailed steps to follow:<\/p>\n<h3>1. Download the Template<\/h3>\n<p>Take a journey through our invoice templates gallery. You\u2019ll get a wide variety of designs and formats. The platform offers a simple, blank, modern look, along with many other formats. Choose the option that best suits your business &amp; download the free Word invoice template easily.<\/p>\n<h3>2. Customized &amp; Fill in the Details<\/h3>\n<p>Customize the template to your needs to create the best invoice. Set the design and color to match your brand. Once you&#8217;re done, fill in the following details:<\/p>\n<ul style=\"list-style-type: disc; margin-left: 20px;\">\n<li>Invoice number<\/li>\n<li>Invoice date<\/li>\n<li>Currency<\/li>\n<li>Due date<\/li>\n<li>The name of your business, its logo, address, contact number, and email address<\/li>\n<li>Your client&#8217;s name, billing address, shipping address, contact number, and email address<\/li>\n<li>Line item details with quantity, unit price, amount, subtotal, and total payable amount<\/li>\n<li>Invoice terms as per the business needs<\/li>\n<li>Signature (after taking printout)<\/li>\n<\/ul>\n<h3>3. Save Invoice<\/h3>\n<p>Always save your invoice once it is ready. With our invoice template, you can simply save the invoice as follows:<\/p>\n<ul style=\"list-style-type: disc; margin-left: 20px;\">\n<li>Click the <strong>Save<\/strong> option<\/li>\n<li>Give the file name<\/li>\n<li>Choose the location<\/li>\n<li>Select the Save As type<\/li>\n<li>Hit the Save button<\/li>\n<\/ul>\n<p>Moon Invoice software itself is a cloud-based platform. This keeps your team collaborating on a single platform. Additionally, you can save invoices &amp; other documents in a single platform. It also enhances the security of all important documents. You can even edit your saved invoice at any time.<\/p>\n<h3>4. Sending to the Client<\/h3>\n<p>After completing the invoice, email it to your client with the document attached. With Moon Invoice software, you can even share the invoice via WhatsApp or email with a few clicks. This saves time and boosts productivity.<\/p>\n<div class=\"cta-sc\">\n<p class=\"cta-ttl\">Get Paid Faster With a Ready-to-Use Invoice Template<\/p>\n<p class=\"cta-cnt\">Stand out with 66+ invoice templates that enhance your payment flow by 3x.<\/p>\n<p><a class=\"btn\">Try Moon Invoice<\/a><\/p>\n<\/div>\n<h2>Creating an Invoice in Word: Advantages and Disadvantages<\/h2>\n<p>You can experience some benefits when you make an invoice in Word. It is an ideal approach for freelancers, entrepreneurs, and small-business leaders to create invoices. In addition, the following are the key advantages they experience.<\/p>\n<ul style=\"list-style-type: disc; margin-left: 20px;\">\n<li>Offers customizable templates<\/li>\n<li>It eliminates the need for dependency on a third-party tool.<\/li>\n<li>Works offline, reducing internet dependence<\/li>\n<li>Very simple to edit and reusable<\/li>\n<li>Easy to save and share in PDF format<\/li>\n<\/ul>\n<p>In addition to the advantages, you may also face the following disadvantages.<\/p>\n<ul style=\"list-style-type: disc; margin-left: 20px;\">\n<li>High risk of errors if you follow the manual approach<\/li>\n<li>Lacks automation and advanced features to manage invoices<\/li>\n<li>Reporting and insights are not available<\/li>\n<li>Templates are limited in design options<\/li>\n<li>Integration is limited<\/li>\n<li>Limited customization options<\/li>\n<\/ul>\n<h2>How to Manage an Invoice Effectively? Key Tips to Follow<\/h2>\n<p>So far, we have understood how to create an invoice in Word. In addition, you must be able to manage invoices effectively.<\/p>\n<h3>Manage Invoices in Centralized Form<\/h3>\n<p>Always store and manage all your invoices in one central location. This gives a systematic approach to managing the completed invoices. It also simplifies tracking by providing a single centralized location to access the required details. This saves time and accelerates the work.<\/p>\n<h3>Review Before Sending<\/h3>\n<p>When you make an invoice in Word, cross-checking it before sending is crucial and beneficial. This approach helps eliminate the risk of errors. One should always verify the invoice details before final dispatch. It also impacts the payment process.<\/p>\n<h3>Never Underestimate Invoice Number<\/h3>\n<p>Ensure every invoice has a unique number. Maintaining uniqueness is crucial because it enables accurate invoice tracking. It is easy to track the invoice using the invoice number.<\/p>\n<h3>Use Invoicing Software<\/h3>\n<p>Invoicing softwares like Moon Invoice offers great advantages. From creating professional invoices to systematic <a href=\"https:\/\/www.mooninvoice.com\/blog\/invoice-management\/\">invoice management<\/a>, you can get all things in one place. You can easily simplify your task with all the advanced features.<\/p>\n<h2>Looking for a Better Alternative? Try Moon Invoicing Software<\/h2>\n<p>Moon Invoice, a globally renowned invoicing software provider serving 1.7 million customers, offers a bespoke invoicing solution.<\/p>\n<p>Choose from 66+ customizable, <a href=\"https:\/\/www.mooninvoice.com\/free-invoice-template\">free invoice templates<\/a> to streamline your invoicing process. Beyond Word, the platform provides invoice templates in Excel, Sheets, Docs, and PDF. When you\u2019re thinking over how to create an invoice template, this tool is the right partner.<\/p>\n<p>Our Word invoice template features a professional layout, producing a clean invoice that makes a strong impression. Hence, it is easy to create professional invoices. Additionally, the software enables you to set up <a href=\"https:\/\/www.mooninvoice.com\/blog\/recurring-invoice\/\">recurring invoices<\/a>.<\/p>\n<p><strong>Features that make for better invoicing<\/strong><\/p>\n<ul style=\"list-style-type: disc; margin-left: 20px;\">\n<li>An AI-powered tool supporting quick scanning of documents<\/li>\n<li>Auto-calculation ensures 100% accuracy<\/li>\n<li>WhatsApp and email sharing of invoices<\/li>\n<li>Supports 100+ global currencies<\/li>\n<li>Multi-lingual platform<\/li>\n<li>20+ payment integrations to enhance client payments<\/li>\n<li>15+ comprehensive reports<\/li>\n<li>Digital signature<\/li>\n<li>PDF and print settings<\/li>\n<li>Printer-friendly templates<\/li>\n<li>Activity log to track every performed action<\/li>\n<li>Document attachment section<\/li>\n<\/ul>\n<p>Overall, <a href=\"https:\/\/www.mooninvoice.com\/\">Moon Invoice<\/a> streamlines the invoicing process for businesses of any size. Whether you are a consultant, designer, contractor, or another type of professional, this software is suitable for you.<\/p>\n<div class=\"cta-sc\">\n<p class=\"cta-ttl\">Ready to Automate Your Invoicing?<\/p>\n<p class=\"cta-cnt\">Try AI-powered Moon Invoice and reduce your processing time by 80%.<\/p>\n<p><a class=\"btn\">Take a 7 Day Free Trial<\/a><\/p>\n<\/div>\n<h2>Closing Statements<\/h2>\n<p>When you create an invoice in Word, you\u2019re no doubt leveraging a simple &amp; cost-effective solution. However, as your business grows, you need a dedicated &amp; scalable solution to elevate your invoicing process. It&#8217;s because relying solely on Microsoft Word for invoice creation prevents you from accessing advanced features. However, choosing the right invoicing software is the best way to address this issue.<\/p>\n<h2>FAQs<\/h2>\n<div id=\"1-link-17332\" class=\"sh-link 1-link sh-hide\"><h3 onclick=\"showhide_toggle('1', 17332, 'How can I create professional-looking invoices in Microsoft Word?', 'How can I create professional-looking invoices in Microsoft Word?'); return false;\" aria-expanded=\"false\"><span id=\"1-toggle-17332\" class=\"sh-toggle\" data-more=\"How can I create professional-looking invoices in Microsoft Word?\" data-less=\"How can I create professional-looking invoices in Microsoft Word?\">How can I create professional-looking invoices in Microsoft Word?<\/span><\/h3><\/div><div id=\"1-content-17332\" class=\"sh-content 1-content sh-hide\" style=\"display: none;\"><\/p>\n<p>You can use invoicing software like Moon Invoice to create professional-looking invoices in Word. The platform offers 66+ free, customizable invoice templates in Word. The predefined fields in the template let you quickly and easily create a professional invoice by entering the details.<\/p>\n<p><\/div>\n<div id=\"2-link-17332\" class=\"sh-link 2-link sh-hide\"><h3 onclick=\"showhide_toggle('2', 17332, 'Can I do an invoice in Word or Excel?', 'Can I do an invoice in Word or Excel?'); return false;\" aria-expanded=\"false\"><span id=\"2-toggle-17332\" class=\"sh-toggle\" data-more=\"Can I do an invoice in Word or Excel?\" data-less=\"Can I do an invoice in Word or Excel?\">Can I do an invoice in Word or Excel?<\/span><\/h3><\/div><div id=\"2-content-17332\" class=\"sh-content 2-content sh-hide\" style=\"display: none;\"><\/p>\n<p>You can invoice in either Word or Excel, as needed. Word offers design flexibility, while Excel provides automatic calculations via formulas. However, both are easy to customize and can be saved as PDFs.<\/p>\n<p><\/div>\n<div id=\"3-link-17332\" class=\"sh-link 3-link sh-hide\"><h3 onclick=\"showhide_toggle('3', 17332, 'How to generate an invoice automatically?', 'How to generate an invoice automatically?'); return false;\" aria-expanded=\"false\"><span id=\"3-toggle-17332\" class=\"sh-toggle\" data-more=\"How to generate an invoice automatically?\" data-less=\"How to generate an invoice automatically?\">How to generate an invoice automatically?<\/span><\/h3><\/div><div id=\"3-content-17332\" class=\"sh-content 3-content sh-hide\" style=\"display: none;\"><\/p>\n<p>Setting up a recurring invoice is the best way to automatically generate invoices. You can opt for invoicing software such as Moon Invoice, which makes it easy to set up recurring invoices. It is ideal for subscription-like services that are ongoing for the client.<\/p>\n<p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>How to Create an Invoice in Word from Scratch? Step-by-Step Process It is a manual method for creating an invoice from scratch. If you enjoy showing your creativity, this method works. However, it requires time and significant effort. Here are the key steps you need to follow when thinking over how to create an invoice&hellip; <a class=\"more-link\" href=\"https:\/\/beta.mooninvoice.com\/blog\/how-to-make-an-invoice-on-word\/\">Continue reading <span class=\"screen-reader-text\">How to Create an Invoice in Word? Key Steps to Follow<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":25980,"comment_status":"open","ping_status":"open","sticky":false,"template":"single-custom-post.php","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-17332","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/posts\/17332","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/comments?post=17332"}],"version-history":[{"count":0,"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/posts\/17332\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/media?parent=17332"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/categories?post=17332"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/beta.mooninvoice.com\/blog\/wp-json\/wp\/v2\/tags?post=17332"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}