Using a Simple Invoice for All Transactions
Creating and managing invoices can be time-consuming, especially for big companies where there are different types of products, goods, and services along with different clients and customers that you need to handle. By using Microsoft Word, you will be able to create a simple invoice for different kinds of transactions. As long as you name the file properly, it will be easy for you to track the invoice that you need from the system. All the invoices created need to be logged and recorded properly so for different purposes. For auditing purposes, for example, you will need to have all your records, documents, and logs ready for checking.
In sending the invoice that you have created, you need to make sure that they are in time (about 1 month) before the due date of the payment. This way, your client will have some time in arranging their payments or if they want to choose the payment method that they want to pay for the order. With the templates of blank invoices that are available in Microsoft Word, you will be able to easily choose the template that you like a modify it to suit your needs. After you have finished, you can save the invoice and print it out. You will also be able to easily use the template for future use as well.
It is important to make sure that the company has a template to request payment from the client that has made their order. Usually, the invoice will be sent together when the goods that they have ordered have been shipped. For some clients, it might be sufficient with a simple template. If the template has all the details and information of the order, the payment terms, deadline of the payment, and payment method that they need, then it would be enough for them. If the invoice is not clear or too hard to understand, it could cause a lateness of payment on the client’s part. That is why the invoice needs to be done properly and correctly.
Samples of Simple Invoice
How to Manage Your Invoices by Simply Using Microsoft Word
Since Microsoft Word comes with different templates that you can choose from, you can even choose a basic invoice template and create your version for the template that you need for your business. To make sure that you are effective in creating the invoice, the template that you have chosen can be saved separately so you can use it again in the future for other invoices too. A good template should include all information that could help the process of the payment to be faster.
What makes a good invoice for the client? The invoice needs to have correct and accurate information about the order, it has a professional and proper look, and it is sent on time. You need to make sure that the information includes the name and contact information of the buyer, name and contact information of the seller, logo of both companies, invoice number, date of the invoice, deadline of the payment, the total payment that needs to be paid by the buyer, description of products or services, payment method, and payment terms.
Simple Invoice Template – Word