Click into the boxes, which may vary from template to template, and enter the invoice information, including number of items, price, date sold or service rendered, representative name or number, delivery dates and terms.Ĭheck the bottom of the invoice page, as many templates have some placeholder text such as “Thank you for your business.” Highlight and type over this with your slogan or motto if desired. Scroll to the main section of the invoice to enter the actual sales, service or other invoicing details. You can also use this process to add additional images if your business prefers them on its invoices. There will also be places to type over text for the invoice number, phone number, date and contact details for the sales or account representative.Īdd a logo to the invoice by clicking the “Insert” tab, clicking the “Picture” button, browsing to a digital graphic of your company logo and double-clicking it. Highlight the first placeholder text on the invoice and replace it with your own, such as the business name and address. Review the invoice, which will have a lot of placeholder text such as “Place logo here” and “Company name here.” The template opens in a new Word or Excel window. You’ll be able to change all of the wording, colors and design, so double-click the one that best suits your organization. Double-click a file folder icon that most closely matches your business invoice needs, such as “Sales invoices” or “Service invoices.”
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