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Summary

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How to generate invoices using word? There are many free invoice templates and receipt templates for Microsoft Word, in either ".doc" or ".docx" format, that you could download online. Most of them are basic / generic word invoice forms.

Microsoft Word, which is part of Microsoft Office, is a perfect and industry-standard program in its area, but for invoicing and billing template, MS Excel as a spreadsheet program has its advantages over Word.

1. Microsoft Word as an Invoice Creator

Both Word and Excel are able to create professional printable business documents. Word is a word processing application that is used to write documents like memos, letters or essays where text formatting is very essential. For example, a Word invoice template does allow you to easily include your company logo, to customize font / color styles, to include payment details. This could be done with ".doc" files (Word 2003 or earlier versions) and ".docx" files (Word 2007, 2010, 2013, 2016 versions).

This is maybe the reason of so many people asking how to make invoices, purchase orders, receipts and estimates / quotations / business proposals using Word.

On the other hand, Excel is a spreadsheet program that offers a worksheet / table kind of interface, so handling regular data, like invoice and receipt, is much easier with Excel; and it is much easy to do calculations with Excel, for example calculating taxes from rate and amount, calculating balance due from total and paid amount. Here on InvoicingTemplate.com we have not only basic invoicing form samples that do simple calculations, such as calculation of "Sub Total" from "Line Totals"; but also bill templates that do complex discount calculations or do looking up using Excel formulas like "VLOOKUP", or create new drop-down boxes using data validations.

Feel free to visit invoice templates on Microsoft Office online.

In short, you should choose invoice templates in Excel format, instead of invoice templates for Word, unless you do invoicing only a few times in a whole year, for example use a car bill of sale template / boat bill of sale template or sample document in Word to sell your own property. If you are doing business you need a serious bill maker. Excel, whether Mac or Windows, is just the basic.

Our invoicing software program, Uniform Invoice Software, works with Excel only.

2. Our Sample Invoicing Templates

The following top blank billing formats in Excel format demonstrates our point by example. Most of our printable templates include no macros (simple VBA programs).

All of our templates here on InvoicingTemplate.com are fillable / editable, without protecting with a password.

Most of our templates are designed for standard A4 or letter paper. But there are samples for other paper sizes too. Most of them are suitable for portrait paper orientation, but there are layout samples for landscaping too. Most of our designs don't have a background image / watermark, but there are also samples that include image on printed invoices and PDF invoices generated with UIS.

Our templates are basically categorized into sales, service, proforma, receipt, consulting, other groups. Go to the home page for a quick search tool for locating your desired template easily.

All templates work with Uniform Invoice Software (UIS), which means you can utilize those powerful features provided by UIS, such as automatic invoice numbering, to easily pick up items and clients, generating and sending electronical PDF invoices (with optional PayPal payment button to accept online payments), customizable billing statement template, reporting (sales report, product report, customer report, payment report), etc.

Our bill invoice templates are liked by people from various countries and regions, for example United States, Chile, France, Finland, Poland, Slovenia, Italy, India, Israel, New Zealand, Spain, Bangladesh, Denmark, Switzerland, Norway, Luxembourg, Hong Kong, Germany, Canada, Singapore, Sweden, Belgium, United Kingdom, Australia, Netherlands, Ireland, Austria, etc. The come from different industries such as interior-design, doctors, Electronics-Manufacturing / Equipment, Couriers and Messengers, Grocery/Convenience-Store, Food Processing / Sales, Medical, Tanning Salon, management consulting and hotels, etc.

Simple Template with Printable Watermark

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Simple Format with Printable Background Image

Microsoft Excel provides options for background images too. For example in Microsoft Excel 2013, you can go to the "Page Layout" ribbon tab, click the "Background" to open a dialog box where you can browse to choose a local image, or search online image.

Timesheet

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Timesheet

This Timesheet template records the time your employee worked for a job. It includes fields for job location, job contact, as well as the hours each employee worked, hourly rate, administrative fee. This is a weekly time sheet.

Service Receipt Template

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Service Receipt Form

To create this service receipt template from the original receipt template, all you need to do is to unprotect the Invoice worksheet, and then drag the cells / cells you don't need from the printable receipt form to place it outside the printable area.

Invoicing Template for Roofing Service

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Bill Format for Roofing Service

With Uniform Invoice Software installed, all buttons on the "Invoice" worksheet will go live, which makes sorting your roofing specialists invoices a piece of cake. Stop spending hours each week struggling with paperwork and missing payments with our easy-to-use Excel template powered with Uniform Invoice Software. Uniform Invoice Software also helps in creating PDF invoices. With proper options set on the "Email" tab of the "Settings" window, you can create and email the invoice in PDF format with a single click on the "Extract / Email" button.

Advanced Invoicing Sample - Invoiced Total in English Words

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Advanced Bill Sample - Invoiced Total in English Words

While Excel itself does not have a built formula to convert a numeric value into English words, it is possible to create VBA function and have it work with your invoice template.

Five Price Levels (Sales, Amount, Custom Column)

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Five Price Levels (Sales, Amount, Custom Column)

The color column is a custom field defined both in the Product and Invoice Body database tables, which is the most noticeable difference between this customized invoice template and the original 5 Price Levels (Sales, Amount) invoice template. This means that for each product, you can set its color property, and the color values are filled automatically when you choose products from the database. Like all the other invoice templates in this serials available here on InvoicingTemplate.com, the full power of the invoice template comes only with the installation of Uniform Invoice Software, although the free version of this "Form with 5 Price Levels (Sales, Amount, Custom Column)" invoice template can also help you create professional and beautiful invoices.

Simple Service Bill with Pleased Customer Image

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Simple Service Bill with Pleased Customer Image

As a business document, a service bill should clearly show your customer what services are offered, and at what prices they are charged. This is always the key to reduce doubts and ensure you can get payments on time. Besides that, by putting a related image on your bills you can easily make your invoices lively - It is an easy way to make your clients remember your businesses, and also a chance to get returning customers.

Invoicing Format for Bakery and Cake Shop

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Invoicing Template for Bakery and Cake Shop

There are 8 lines on the detail section, which allow to enter itemized purchase information. Such as Banana Pudding Cupcake, Blueberry Cheesecake Cupcake, Baby Shower Cake A1, Children/Character Cake B2, Cheesecakes - Peanut Butter, Pound Cakes - Lemon with Lemon Glaze, Chocolate Sundae Cupcake - buttercream icing, German Chocolate Cupcake - chocolate buttercream icing topped with German chocolate mixture.

Web-hosting Invoicing Template

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Web-hosting Billing Form

The template has 6 lines on the invoice body. If you enter a description, the amount cell shows the word 'Free'. If you enter the actual amount in the cell outside the print area, the entered amount appears in the print area. This feature makes it possible for you to clearly display the word 'FREE' for the products or services you offered for free.

Appliance Repair Service Bill Template

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Appliance Repair Service Bill Template

This service bill template is suitable for appliance repair service and home repair service, such as computer repair service. It could be an appliance repair invoicing software app if UIS is installed, or be a work order form by moving out the "Paid" and "Total Due" fields.

Invoicing Sample for Cosmetics Shops

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Invoicing Sample for Cosmetics Shops

This sample is implemented as a sales invoicing template. For stores that don't ship goods, and you need more lines on the detail section, you can move the "Shipping To" section out of the printable invoicing form, and then adjust the layout of the "Bill To" section to leave space for the detail section.

Automotive Sample Invoice Template

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Automotive Sample Invoice Template

This auto parts invoice / automotive sample invoice template is the sample invoice template shipped with Excel Invoice Manager that demonstrating the use of custom fields.

Medical Invoice Template (2)

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Medical Invoice Template (2)

If you are interesting in how we at InvoicingTemplate.com design this Medical Bill Sample based on the original Template (1), here are the main procedures - Unprotect the Invoice worksheet, switch to design mode, display gridlines and row/column headings, set paper orientation using the Page Setup dialog box, resize columns - this is sample medical invoicing format, our main purpose is to enlarge the Description column, hide some rows.

Blank Sales Invoicing Sample (One-tax, Long Description)

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Blank Sales Invoicing Sample (One-tax, Long Description)

One of the most common accounting documents is the invoice. The purpose of a sales invoice is to document a transaction. The sales invoice provides the seller with a record of what has been sold, when the transaction has taken place and how much money is involved. In bookkeeping, sales invoices provide you with vital information about your company's financial history. In taxing, sales invoices provide documentation to back up the information you provide on your tax forms. In inventory, a sales invoice can be useful to both buyers and sellers for the purpose of tracking inventory. As How to Write an Invoice for Your Ecommerce Sales states, tax is one of the important detail to make clear on an invoice. With the help of this template, c2022 Blank Sales Invoicing Sample (One-tax, Long Description) or Blank Sales Billing Sample (One-tax, Long Description), the calculation of tax, as well as subtotal, total and balance due, all done in an automatic way using Excel formulas, so you never have to do it manually.

Invoice and Packing List on Separate Worksheet

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Invoice and Packing Slip on Separate Worksheet

This shipping packing slip template is designed for small business that sells and ships goods. Unlike our previous designs of pack list templates for shipping goods, this template implement the packing slip form in a separate form but within the same Excel template as the invoice form.

Excel Shipping Invoice with Printable Truck Background Image

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Excel Shipping Invoice with Printable Truck Background Image

Fortunately it is still possible to print an image in the background of a worksheet. This technique could also implement watermark effect on your invoices, as shown in Simple Invoice Template with Printable Watermark.

Packing List Template

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Packing List Template

If you use the freeware version of our packing list template, there is no need to install Uniform Invoice Software. But if you need those advanced features, such as management of customers, products, invoices and payments, or want to be able to convert an invoice to a packing list, installing Uniform Invoice Software is necessary. The trial version of Uniform Invoice Software works for 30 days, within this period you can test it to see if it meets your business requirements.

Music Store Invoice Template (Retail)

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Music Store Invoicing Form (Retail)
  • Open the invoice template that you want to customize, and make sure it is connecting with the database you want to add new fields to.
  • Click the Products button on the Invoice worksheet.
  • Click the "Custom Fields" button on the toolbar. This opens the "Custom Fields" dialog box. The "Database Table" dropdown list box shows the database table currently you are working with. The "Custom Fields" grid shows all the custom fields defined for this database table.
  • Click the "Add Field" button. This shows the "Add New Custom Field" dialog box. Here you speicify the name, type, caption and size etc., for the new field. In this example, we speicify the name of the new field as "composer", and the type as "text", the size as "100". This means that the text field will be able to hold up to 100 characters of text.
  • 4. Click the OK button to alter the database table to add the new field.
  • 5. Repeat the same steps 4-5 to add 3 other custom fields, INSTRUMENTATION, PUBLISHER and COMMENT.
  • Once all the custom fields have been added to the Products table, we add these fields to the "Invocie Body" database table too.

VAT Invoicing Sample with 2 Separate Rates

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VAT Invoicing Sample with 2 Separate Rates
  1. Set VAT tax rates.

    Open the template in Excel. Click the Settings button. On the Taxes tab specify the tax rates for the two VAT taxes. Click Apply.

  2. Create new customer accounts.

    New customers can be added by either clicking the Save As New Customer button on the Excel spreadsheet form, or by using the New Customer window that can be opened by clicking the Customers button on the Invoice worksheet.

    In either way, you can enter the VAT ID (VAT #) of the customer.

    When creating invoices, you pick up a customer by clicking the icon button, the VAT ID of the customer is retrieved along with other customer information. If a VAT ID is present, the invoice is VAT free.

  3. Create product/service items.

    To add new products, click the Products button on the Invoice worksheet, and then click Add Product. On the New Product window, you can find a TaxCategory field on the Custom Fields tab; with this field you can specify the tax category of the current product or service item. Please make sure the tax category you enter here matches the tax name you enter on the Settings window.