How to Create Invoices Email Using Microsoft
Do you waste money every month sending paper invoices to your clients through the mail? You can easily create electronic invoices and email them to your clients. Not only does this method save you the cost of paper, ink, envelops and postage, but it also gets the invoice to your client faster. Microsoft provides tools that will help you quickly create invoices you can email. These steps will help you be on your way.
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Instructions
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Visit Microsoft's online template gallery and search for invoice templates. A list is displayed of available invoice templates with various formats and features.
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Select the invoice template that most closely matches what you need. Consider what information you need to provide to your clients on your invoices, and make sure the template includes appropriate space for the information.
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Download the template, following the instructions on the website. The template will automatically open.
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Type the invoice information in the template field prompts.
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Save the invoice. It is a good idea to keep your electronic invoices saved in an organized file structure on your computer. It will then be easy to find invoices in the future.
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Compose an email to your client and attach the invoice file. Make sure you clearly indicate in the subject line that the email includes an invoice.
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Send the invoice email to your client.
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Tips & Warnings
Verify with your clients that they will accept emailed invoices. Some clients may prefer to pay paper invoices and ignore your email.
Notify clients that you will be sending emailed invoices so your emails do not end up in their junk mail.
Consider copying the invoice text from Word into the body of your email if your clients do not like to receive email attachments.
Print your invoices and file if you want to keep paper records of your sent invoices.
