create a simple invoice template in word

It’s customized for time and material billing. If you bill your clients or hours worked, then you need the invoice template for hourly work. This will ensure you get paid via your preferred channel. Add your bank/PayPal or other payment channel information in Payment Instructions. Specify how many days after invoicing the bill will become due. This section of the template is for payment terms and instructions. Invoice Total = Invoice Subtotal – Discount -Advance + Shipping & Handling + Tax 4. The total invoice amount is calculated using the formula: Calculate it manually for the Google Docs, Word, and PDF versions of the template.

The Excel and Google Sheets versions of this invoice template have formula to calculate the tax amount from the tax rate. If you charge shipping & handling, enter the amount in the field provided for the purpose.įinally, enter the applicable tax type and rate to calculate the tax amount. These two fields are subtracted from the subtotal for invoice line items. If you received advance payment from the client, enter it in the Advance field. This section has invoice level calculations for discounts, advance and taxes.Įnter the total invoice discount in the Discount field.

In the Google Docs, Word, and PDF templates, you need to enter the last column manually. The Excel and Google Sheets invoice templates calculate the last column, Item Price, from the quantity and unit price data. Enter the quantity to invoice in column 3 and unit cost in column 4. In the second column, enter product/service description. In the first column, enter the line item number. Here, you will enter the details of your products or services you want to invoice. Finally, enter Invoice Number, Invoice Date, PO Ref Number (if applicable), and Due Date for the invoice. Enter your client’s name and address in these sections. You’ll also enter the Bill to and Ship to information. Change the color in the Word, Google Docs, Excel, and Google Sheets version to customize it even further. Replace the placeholder logo with your own to customize the invoice. In this section, you’ll enter your company name, address, and contact person details. This free invoice template has four sections: 1. We kept this version general so you can use it for almost any type of business.

We spent many hours developing these templates so you can save time when invoicing your clients.

Create a simple invoice template in word