How to make an invoice template for Word
If you want to use Word for invoicing, your template should be set up correctly and include all the required information. Here’s how…
Overview
If you want to use Word for invoicing, your template should be set up correctly and include all the required information. Here’s how to make an invoice template for Word. This version is adapted for Nexbal with a shorter, practical structure.
Key Takeaways
- Can’t use Word or Excel for invoicing?
- How to set up an invoice template for Word
- What is an invoice number?
Practical Checklist
- Define the process and responsibilities before you invoice.
- Verify customer data, amounts, taxes, and due dates.
- Use a consistent template and keep documentation in one place.
- Follow up unpaid invoices with a predictable reminder flow.
Start invoicing with Nexbal
Use Nexbal to create and send professional invoices with less manual work.