Send invoice to the client via FreshBooks, email or direct mail.

Add payment terms and other relevant information.

Add up the total cost and add include on the invoice.Describe services provided with descriptions and costs for each.Create a unique invoice number and add to the template.Include the client’s name, business name and contact information.Add your business name, contact information and branding materials.Download your free Microsoft Office invoice template from FreshBooks.When you are done with the invoice, you can send it via email, direct mail or from FreshBooks. The invoice should clearly communicate to your clients what charges have been made to their accounts. Next, you will fill in the information in the blank invoice fields, such as your contact information for both you and your client, a list of services that have been provided with their costs and clear payment terms. To create an invoice, you will want to first download the free Microsoft Office invoice template from FreshBooks. How to Make an Invoice in Microsoft Office This makes it easier to track accounts and your business finances overall. With all of this information in writing, you will have a clear record of transactions made within your business.

With straightforward payment instructions, your invoice will also inform clients of how to pay you and by what date. When you include detailed descriptions of the services you’ve provided and a break down of charges made, your clients will understand what they are paying for so there is less confusion. Describe charges, services and deliverables.

Keep track of outstanding debtors and unpaid balances.

Stay on top of client payments and due dates.

Keep a record of important financial information.

Bill the right way and get paid for your hard work.

In addition to receiving payment, there are many benefits to using an invoice template for your small business. This way your client will know exactly how to pay for your valuable services. That means less room for confusion when it comes to getting paid.Įach invoice will include a detailed breakdown of the charges made to your client’s account, along with clear payment instructions. The right invoice outlines exactly what services were provided, the cost, accepted payment methods and more. Sending detailed invoices allows you to collect the payment you are due in a professional way. From being reimbursed for your services to investing in your business, the money you make it put to good use. Microsoft Office Invoicing for Small BusinessesĪs a small business owner, billing for your hard work is very important.

Invoice microsoft office