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Summary

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 Watermarkc4075

Simple Format with Printable Background Image

"Simple Template with Printable Watermark" was found to be relative to Invoice Template For Word with the score grade of 95.

...(44) 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.

  1. As always before customizing a template you first need to back up it. To do this, simply copy the Excel template file in Windows Explorer.

    With Uniform Invoice Software installed, it is recommended to run the template in protected mode (by clicking Excel ribbon Review tab, and then click the "Protect Sheet" command, or go to the "Invoice" ribbon tab and make sure "Design Mode" is not enabled).

  2. In this sample, we need to change the design of the template. So click the "Design Mode" button on the "Invoice" worksheet to unprotect the sheet, display gridlines and row/column headings.
  3. Go to Excel "Page Layout" ribbon tab, click the expand button in the "Page Setup" group. This opens the "Page Setup" dialog box.
  4. Go to the "Header / Footer" tab.
  5. Click "Custom Header", or "Custom Footer", depending on whether you want to lay out the image from top or bottom. In this sample, we choose "Custom Header".
  6. Choose a section to place the image - "left section", "center section" or "right section". In this case, we click and choose "Center section".
  7. Click the "Insert Picture" button on the toolbar.
  8. Browse to and pick up your picture or watermark image from locally store, or download it online.
  9. The section now has a "&[Picture]" placeholder symbol. Click to select it, and then click "Format Picture" command on the toolbar (the last one).
  10. The "Format Picture" dialog box appears. Here you can set the size, scale ratio, cropping, color (automatic, grayscale, black & white and washout), brightness and contrast of the image.
  11. Once you have set the options done, click the dialog boxes.
  12. Go to Excel menu File / Print, you can see that the background image on the printed invoices (see screenshot images below). The background image / watermark will also be included in PDF invoices.
  13. To finish your design job, click the "Design Mode" button on the "Invoice" ribbon tab. Click the Save button on Excel quick access toolbar to persevere the changes.

Timesheetcm001

Time Sheet

"Timesheet" was found to be relative to Invoice Template For Word with the score grade of 81.

...(102) Following the Name column, there are 7 columns for you to enter hours worked each day. This is the place to record how long each employee worked for a job. After that, you see the Total Hours column. This column is calculated automatically using Excel formula, so you don't have to calculate and type it manually. The next column, Hourly Rate column, should be manually filled in. However, if you have Uniform Invoice Software installed, the Hourly Rate can be retrieved from backend database automatically. The last column on the printable form is called Total, which is also calculated using Excel formula.

Service Receipt Templatec5047

Service Receipt Template

"Service Receipt Template" was found to be relative to Invoice Template For Word with the score grade of 70.

...(59) The free receipt sample, as all the other invoice templates here on InvoicingTemplate.com, are a customized version of the sales invoice template shipped with Uniform Invoice Software. For this reason, the receipt template works well with Uniform Invoice Software. For example, you can have Uniform Invoice Software generates an invoice# (receipt#) automatically by clicking the "Save To DB" button.

...(230) Moving a cell or a group of cells is easy in Excel. First, you click to select the cell or drag your mouse to select all the cells you want to move. And then, drag the border of the selected area to move it to the new location where you want to place the cell or cells. The moving content will overwrite the content in the target location, so make sure the target range is empty (not used) in Service Receipt Template before doing the movement. And, if the target location contains merged cells, sometimes the movement fails. So it is also helpful to make sure the target location does not contain merged cell. If the target location Service Receipt Template is overlapping the original range and the original range contains merged cells, the movement could also fail because you cannot change part of merged cell - if this happens, you need to first move the cells to a temporal location in Service Receipt Template that are empty (i.e. not used), unmerge cells, and then move the cells from the temporal location to the desired location. If you need to unmerge a cell, first select it and then click the "Merge and Center" command on the Format toolbar in Excel 2003; or click the "Merge and Center" command on the Home ribbon tab in Excel 2007, 2010 and Excel 2013.

Invoicing Template for Roofing Servicec5098

Bill Format for Roofing Service

"Bill Format for Roofing Service" was found to be relative to Invoice Template For Word with the score grade of 65.

...(219) The next important difference between this roofing and ceiling repairing invoice sample and the standard invoice sample is that, this customized version has only one tax (named "TAX") set by default. To change the taxing options, with Uniform Invoice Software installed you can simply clicking the "Settings" button on either the "Invoice" worksheet, or on the ribbon tab, and then go to the "Taxes" tab, choose the tax type (no-tax, one-tax or two taxes), set up the tax names and rates for each taxes, and then click the "Apply" button. Uniform Invoice Software will modify the form layout according to the options you choose. The Excel formulas we created for the tax cells will work well too with the options you choose from the "Taxes" tab. The support for formulas is one of the big advantages of Excel as an invoicing assistant. The other Office invoicing templates could produce clean and professional-looking business documents too, like Word or even Power Point invoicing templates, but it is far easier to do automated calculations with Excel formatted template (".xlsx" or ".xls"). This is why Excel is used for many accounting activities. On the other hand, to many people Word is the writing tool. And, this is one of the reason why we are providing all our billing templates in Excel format.

Advanced Invoicing Sample - Invoiced Total in English Wordsc5102

Advanced Bill Sample - Invoiced Total in English Words

"Advanced Bill Sample - Invoiced Total in English Words" was found to be relative to Invoice Template For Word with the score grade of 64.

...(13) First, to convert an ".xlsx" invoice template into ".xlsm" format, follow steps below.

...(75) Now the steps to create the "SpellNumber" VBA macro function for the ".xlsm" Excel workbook file. The macro code was copied from Microsoft at How to convert a numeric value into English words in Excel, where you can also find step by step instructions on how the create the spreadsheet file. You can also find a similar implementation at Two best ways to convert numbers to words in Excel, and at Converting Numbers Into Words.

Five Price Levels (Sales, Amount, Custom Column)c5009

Form with 5 Price Levels

"Five Price Levels (Sales, Amount, Custom Column)" was found to be relative to Invoice Template For Word with the score grade of 63.

...(26) This sample of customizing invoice templates is named with the keyword "cosmetic". A new column "Color" was added to meet the requirements of the cosmetic business.

...(119) 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 Imagec2033

Simple Service Invoicing Sample with Pleased Customer Image

"Simple Service Bill with Pleased Customer Image" was found to be relative to Invoice Template For Word with the score grade of 58.

...(99) This is a simple service bill template is a revised version of c2003 Simple 2-Column Service Bill Sample hosted here on InvoicingTemplate.com. Like the original simple bill sample, it has two columns on the detail section, which are "Description" and "Amount". Another column "Product ID" (i.e. "Item #") is placed outside the print area. The summary section, which contains 4 fields - "Shipping Cost" (cell name "oknShippingCost"), "Total" (cell name "oknTotal"), "Paid" (cell name "oknPayments") and "Total Due" (cell name "Balance Due") - we moved from the bottom of the spreadsheet form to be near the "Bill To" section.

...(63) With new format design, we firstly removed all the icon buttons that are used to quickly locate / pick up specific customer, product, payment term, sales rep. name etc. This is because starting with UIS version 4, our Excel-based billing program provides an easy and handy "on-sheet picker" feature, which shows dynamically a litter button when a supported cell / field is clicked.

Invoicing Format for Bakery and Cake Shopc4090

Invoicing Format for Bakery and Cake Shop

"Invoicing Format for Bakery and Cake Shop" was found to be relative to Invoice Template For Word with the score grade of 55.

...(108) This template still leaves the "Paid" and "Total Due" cells inside the printable area. In many situations, a bakery bill or cake shop bill are paid with cash, so these fields may not be required. You can easily move these cells out of the printable form to create a cash bill format or cash memo bill format. See Customizing Invoicing Template to find more information regarding further customizations. All the templates here on InvoicingTemplate.com are customizable - i.e. you can either download a template and use it, or create a customized copy of this according to your special business requirements. See c4045 Catering Invoice Template for a sample.

...(63) With Uniform Invoice Software installed, to simplify invoice creation, you can use the "Product" database table and assign each product / item a shortcut code (the "Product ID" field). When creating invoices, you simply type in the item# into the cell to retrieve the full description and unit price, so that you don't have to type in the same text again and again.

Web-hosting Invoicing Templatec2007

Web-hosting Billing Form

"Web-hosting Invoicing Template" was found to be relative to Invoice Template For Word with the score grade of 51.

...(35) This free template in Excel spreadsheet format is suitable for business and companies who offer web hosting or other service, especially those small-scale businesses that are not ready for a complicated accounting or invoicing system.

...(73) There is also a payment slip attached on the bottom of the invoice form. For those of you who are new to this - a payment slip is a document sent by a creditor to a debtor with all the necessary information filled in order a payment to take place. The debtor confirms the payment by her/his signature and the sum due to be paid, in case the latter has not been included.

Appliance Repair Service Bill Templatec5020

Appliance Repair Service Invoice Template

"Appliance Repair Service Invoice Template" was found to be relative to Invoice Template For Word with the score grade of 44.

...(132) The template also features a default logo image on the top of the form. To replace it with your own logo image, simply click the "Replace Logo Image" button on the "Invoice" ribbon tab. The templates and forms here on InvoicingTemplates.com implement the default logo image in 3 ways - as an ActiveX Image control, an Excel / Office "Picture" object, or a Word Art object. The "Replace Logo Image" function is able to replace placeholder image implemented with the first two methods. For the third method, the Word Art way, you can either delete it or then insert your own image, or in case you don't have a satisfied logo image yet, you can simply click the Word Art object, type in your business name to use it as your logo.

Invoicing Sample for Cosmetics Shopsc4095

Billing Template for Cosmetics Shops

"Invoicing Sample for Cosmetics Shops" was found to be relative to Invoice Template For Word with the score grade of 43.

...(117) Firstly you can use the "on-sheet picker" button which appears next to the active Excel cell. Clicking the "on-sheet picker" button pops up a list of active products / items that you are selling. Above the product list you'll also find a search bar which allows you to filter / search the product list with any property belongs to a product, such as product# (SKU#, barcode etc.), product name and unit price etc. The search bar allows you to enter only part of the item name. For example, if you specify the search criterion "contains words" for the field "Product Name", and then enter the search word "eye cream", all products contains that word will be listed.

Automotive Sample Invoice Templatec9001

Automotive Sample Invoice Format

"Automotive Sample Invoice Format" was found to be relative to Invoice Template For Word with the score grade of 40.

...(21)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)c7017

Medical Invoice Template (2)

"Medical Invoice Template (2)" was found to be relative to Invoice Template For Word with the score grade of 38.

...(98) If you use the Uniform Invoice Software version of this medical bill format, the billing software program helps you create unique customer account number with its powerful customer management features. The customer account number is the account number with the health care provider. Every new encounter should create a unique account number. The "Date of Service" fields detail the dates the patient was treated. In some cases, such as laboratory draws, a range of dates are provided in case multiple tests were performed across several days. A charge itemization can be sent to you detailing all hospital services.

Blank Sales Invoicing Sample (One-tax, Long Description)c2022

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

"Blank Sales Invoicing Sample (One-tax, Long Description)" was found to be relative to Invoice Template For Word with the score grade of 36.

...(172) 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 Worksheetc4080

Invoice and Packing Slip on Separate Worksheet

"Invoice and Packing List on Separate Worksheet" was found to be relative to Invoice Template For Word with the score grade of 32.

...(47) 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.

...(115) This template differs from our existing packing slip template in that we put the packing slip (waybill) in a separate worksheet, but within same Excel template as the invoice form. The advantages of this approach is that - you don't have open another template for the purpose of printing a packing slip (like what we implemented in c3010 and cn010), or you don't have to always print an invoice and a packing list together (like c4078). Since we place the packing list form in a separated worksheet, we can define its own "Print_Area", and print the number of copies as needed - for example, print one invoice, and then print 2 copies of packing list.

Excel Shipping Invoice with Printable Truck Background Imagec5087

Excel Shipping Invoice with Printable Truck Background Image

"Shipping Invoice with Printable Truck Background" was found to be relative to Invoice Template For Word with the score grade of 28.

  1. First make sure the "Invoice" worksheet is in design mode (to switch to design mode, push down the "Design Mode" button on the "Invoice" ribbon tab).
  2. And then, select "Print_Area" from the "Name" box on Excel formula bar. This selects all cells in the printable invoice form.
  3. Right-click one of the selected-cells, and choose "Format Cells". On the "Format Cells" dialog box.
  4. Go to the "Fill" tab, choose "No color", and then click OK.

...(15) The last step is to add the image. To do this, follow the steps below.

Packing List Templatecn010

Packing Slip Form

"Packing Slip Form" was found to be relative to Invoice Template For Word with the score grade of 16.

...(117) Packing list can make your work really easy so it is essential to design it before heading to your journey. Advantages of the shipping packing list are that it helps to tally the items at different stages of shipment like from local cargo to airport. Then at airports it is useful for custom clearing of the shipment as it is easy to handle if package is accompanying the packing list. It also helps the cargo and shipping company office abroad to receive goods. Finally it is useful for the receiving party to tally the items with the available list to verify that the shipment is accurate and contain all the items in the good state as sent.

...(73) Packing Slip Form was created by modifying the default sales invoice template that shipped with Uniform Invoice Software; you can still customize it to meet your business requirements and corporate style. It is easy to do with Microsoft Excel. For example, to change the background / pattern of a text label, you can just right-click the cell and then choose Format Cells, and then choose the background or pattern from the dialog box.

Music Store Invoice Template (Retail)c5010

Music Store Invoice Template (Retail)

"Music Store Invoice Template (Retail)" was found to be relative to Invoice Template For Word with the score grade of 11.

...(70) The printable form, Music Store Invoice Template (Retail), is exactly same as the default sales invoice template. So to implement this Music Store Invoice Template (Retail) based on the sales invoice template, all you need to do is to add the 4 custom fields to the Invoice Body (InvBdy) and Product database tables, and then add the 4 columns with each column mapped to a field in the database tables.

...(64) In the original version of Uniform Invoice Software, which is named Excel Invoice Manager, adding custom fields to database tables should be done by using a standalone utility, which is called Database Designer. With Uniform Invoice Software, adding custom fields to database is much more easier. For example, to add the " Composer" field to the Product table, here are the steps to follow.

VAT Invoicing Sample with 2 Separate Ratesc5005

VAT Billing Form with 2 Separate Rates

"VAT Invoicing Sample with 2 Separate Rates" was found to be relative to Invoice Template For Word with the score grade of 9.

...(140) Uniform Invoice Software support custom fields or user-defined fields, which is a unique feature that allows you to add new fields to the backend database as well as to the spreadsheet form. VAT Invoicing Sample with 2 Separate Rates uses custom fields to implement the features that are not available in the default template shipped with the invoicing program. With the support for custom fields in the database, Uniform Invoice Software has the ability to manipulate the newly added fields in database, includes adding them to reports. With the support for custom fields in the Excel worksheet, our invoicing app has the ability to create the relationship between fields - for example, one field should be the sum of the other fields, or the value of one field should be calculated only when another field value equals a certain value.

Specifications

Template#
Title
Release Date
Lines
Columns
Paper
Orientation
Category
c4075
Simple Template with Printable Watermark
Tuesday, June 28, 2016,
20
4
A4
Portrait
Sales
c9007
Commercial Invoice Format with Editable Word Art Logo
Wednesday, July 13, 2016,
9
9
A4
Landscape
Pro-forma
cm001
Timesheet
Sunday, October 27, 2013,
26
x
Letter (8-1/2 in. x 11 in.)
Portrait
Other
c5047
Service Receipt Template
Wednesday, January 8, 2014,
12
5
A4
Portrait
Receipt
c5098
Invoicing Template for Roofing Service
Sunday, October 23, 2016,
12
5
A4
Portrait
Service
c5102
Advanced Invoicing Sample - Invoiced Total in English Words
Sunday, November 20, 2016,
12
5
A4
Portrait
Sales
c5009
Five Price Levels (Sales, Amount, Custom Column)
Friday, November 15, 2013,
30
5
A4
Portrait
Sales
c2033
Simple Service Bill with Pleased Customer Image
Wednesday, July 27, 2016,
12
2
A4
Portrait
Service
c4090
Invoicing Format for Bakery and Cake Shop
Friday, October 21, 2016,
8
4
Letter (8-1/2 in. x 11 in.)
Portrait
Service
c2007
Web-hosting Invoicing Template
Wednesday, October 23, 2013,
6
2
A4
Portrait
Service
c5020
Appliance Repair Service Bill Template
Thursday, August 18, 2016,
12
5
A4
Portrait
Service
c4095
Invoicing Sample for Cosmetics Shops
Saturday, October 29, 2016,
12
4
A4
Portrait
Sales
c9001
Automotive Sample Invoice Template
Sunday, January 12, 2014,
28
9
A4
Portrait
Sales
c7017
Medical Invoice Template (2)
Friday, January 17, 2014,
8
7
A4
Landscape
Service
c2022
Blank Sales Invoicing Sample (One-tax, Long Description)
Tuesday, November 24, 2015,
6
2
A4
Portrait
Sales
c4080
Invoice and Packing List on Separate Worksheet
Sunday, July 10, 2016,
20
4
A4
Portrait
Sales
c5087
Excel Shipping Invoice with Printable Truck Background Image
Friday, July 8, 2016,
16
5
A4
Portrait
Sales
cn010
Packing List Template
Thursday, October 24, 2013,
12
x
A4
Portrait
Other
c5010
Music Store Invoice Template (Retail)
Friday, September 19, 2014,
12
5
A4
Portrait
Sales
c5005
VAT Invoicing Sample with 2 Separate Rates
Saturday, April 26, 2014,
12
5
A4
Portrait
Sales

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