How to Create an Invoice in Microsoft

1. Open an invoice template. In the Office program of your choice, click on the 'File' menu and then choose 'New.' A dialog box will open. This will allow you to choose the template you are looking for. In Office versions prior to 2007, you will need to download an invoice template for Word from the Microsoft template library on the Web. There is one invoice template for Excel in versions prior to 2007. If you are creating an invoice in Excel, click on the 'Other Documents' tab and double click on the 'Invoice' template.
2. Enable or disable macros. Macros are the functions that are embedded in an Excel spreadsheet that allow certain calculations to be carried out. You can choose to allow those functions to continue to run or disable them. For the most part, it is okay to allow them to run.
3. Begin customizing the template. In the Excel example, you can begin to enter your business information and other pertinent information directly into the template form. When you are satisfied with the invoice, print it.
4. Download another template. There are other invoice templates that can be downloaded for both Word and Excel. You can locate these templates by visiting http://office.microsoft.com/en-us/templates/default.aspx and browsing through the multitude of invoices available. Pay special attention to the Office program and version the template is written in as you may not be able to use it. You can manipulate a downloaded template just as you did the preloaded template for Excel.