How to Create Receipts & Invoices
If you are a business owner that either sells items face to face with customers or a supplier that provides products on credit, chances are you will need to create receipts or invoices for your company. Thankfully, Microsoft Word offers a template library of receipts and invoices that you can download and customize for your business in just a few minutes.
Other People Are Reading
Instructions
-
Receipts
-
1
Go to the Microsoft template website (see direct link under "Resources"). Browse the selection of receipts and choose one that you think will fit your needs. There are full-page receipts and ones that come several to a page. The receipt will be in Microsoft Word or Excel format---either is fine.
-
2
Enter the first receipt number if it is not automatically generated for you by the template (this is optional).
-
-
3
Type in your company name, contact name, address and phone number in the "Paid to" or similar section. Add a picture logo if the template calls for one.
-
4
Print the receipt and fill out information about the transaction (such as the description, payer, amount, tax and date) manually for each customer that you meet face-to-face. You can also type the customer's information in within the Word program and deliver in person, via email or through the mail.
Invoices
-
5
Download an "Invoice" template from the Microsoft site (see "Resources") as instructed in the "Receipts" section. Insert your logo in the designated area of the invoice ("Insert" then "Picture" on the main menu).
-
6
Enter your full company address, phone number, fax, email and website address where allowed by the template. Add your accounts payable mailing address if it is different from your main company address. Type in your company slogan as well if there is a section for that.
-
7
Decide on the payment terms that you will require of your customer and enter that into the designated section. For instance, "Due on receipt of invoice" or "Net 30 days" (means payment is due within 30 days).
Type in the first invoice number in the series (such as 100, 10001 or 99001) and your customer's identification number as well where indicated. Both the invoice number and customer ID assignment is completely up to you.
Enter the customer's company name, address and phone number in the designated area of the template.
-
8
Save the file in a folder that is specially dedicated to your company invoices. Name the file with the first invoice number (for instance, "10001.doc"). You can now pull up this customized template whenever you need to send an invoice and simply enter the date (if not updated automatically by the template), product name, quantity and amount due. Update the invoice number as well ("10002.doc" for the second customer invoice file and so on).
-
9
Create a new, unique invoice template for each customer that you serve (just switch out the customer name, address, starting invoice number, ID number, and terms) and save each new template file to your folder. For instance, customer A's invoice series could start with 40001, while customer B's could start with 50001.
-
1
