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. With PayPal Invoicing, your clients will automatically have the option to pay you online using their credit or debit card, PayPal account, or PayPal Credit 1.One can create an invoice in Word by using two methods. If you’re using PayPal Invoicing, you can simply click ‘Send’ to have PayPal send your invoice or you can select “Share link myself” to share the invoice link in your own email, text, or chat message. If you’re emailing your professional invoice, make sure to include a clear, descriptive, and accurate subject line. And if you’re sending internationally, we’ll automatically display the invoice date in the proper format for your customer.īefore you send, preview the service invoice to see what your customers will receive. Tip: With PayPal Invoicing, we’ll automatically help you calculate the due date for your freelance invoices. And, use this date format to solve for international differences: Month (spelled out), date, year. Make sure your invoice date, payment terms, and due date line up: if your payment terms are 30 days, then the due date should be exactly 30 days from your invoice date. This should be the day you sent the bill, not the day you created it. So, when Jane Doe (customer number 25) hires you for another project - the fifth one this year - you could list that on the service invoice as #25-0005.

(You don’t want your clients, or your team, to refer to invoice #492485720934.) You can work around this by breaking your invoice number into multiple parts, like using a unique client number with a variable project number. But that may not be intuitive and can quickly become a mouthful. If you're using a Microsoft Excel sheet as a ledger, you may find that the simplest is chronological - use the next number in the numerical series. There are multiple ways to assign invoice numbers. A physical mailing address is nice to have, too. Provide the company name and at least an email address and a phone number. Include your company’s name, phone number, email address, and company website.

How to make an invoice template in word