BoostExcel main content


Word icon

How to generate invoices using word? There are many free invoice templates and receipt templates for Microsoft Word, in either ".doc" or ".docx" format, that you could download online. Most of them are basic / generic word invoice forms.

Microsoft Word, which is part of Microsoft Office, is a perfect and industry-standard program in its area, but for invoicing and billing template, MS Excel as a spreadsheet program has its advantages over Word.

1. Microsoft Word as an Invoice Creator

Both Word and Excel are able to create professional printable business documents. Word is a word processing application that is used to write documents like memos, letters or essays where text formatting is very essential. For example, a Word invoice template does allow you to easily include your company logo, to customize font / color styles, to include payment details. This could be done with ".doc" files (Word 2003 or earlier versions) and ".docx" files (Word 2007, 2010, 2013, 2016 versions).

This is maybe the reason of so many people asking how to make invoices, purchase orders, receipts and estimates / quotations / business proposals using Word.

On the other hand, Excel is a spreadsheet program that offers a worksheet / table kind of interface, so handling regular data, like invoice and receipt, is much easier with Excel; and it is much easy to do calculations with Excel, for example calculating taxes from rate and amount, calculating balance due from total and paid amount. Here on we have not only basic invoicing form samples that do simple calculations, such as calculation of "Sub Total" from "Line Totals"; but also bill templates that do complex discount calculations or do looking up using Excel formulas like "VLOOKUP", or create new drop-down boxes using data validations.

Feel free to visit invoice templates on Microsoft Office online.

In short, you should choose invoice templates in Excel format, instead of invoice templates for Word, unless you do invoicing only a few times in a whole year, for example use a car bill of sale template / boat bill of sale template or sample document in Word to sell your own property. If you are doing business you need a serious bill maker. Excel, whether Mac or Windows, is just the basic.

Our invoicing software program, Invoice Manager for Excel, works with Excel only.

2. Our Sample Invoicing Templates

The following top blank billing formats in Excel format demonstrates our point by example. Most of our printable templates include no macros (simple VBA programs).

All of our templates here on are fillable / editable, without protecting with a password.

Most of our templates are designed for standard A4 or letter paper. But there are samples for other paper sizes too. Most of them are suitable for portrait paper orientation, but there are layout samples for landscaping too. Most of our designs don't have a background image / watermark, but there are also samples that include image on printed invoices and PDF invoices generated with UIS.

Our templates are basically categorized into sales, service, proforma, receipt, consulting, other groups. Go to the home page for a quick search tool for locating your desired template easily.

All templates work with Invoice Manager for Excel(UIS), which means you can utilize those powerful features provided by UIS, such as automatic invoice numbering, to easily pick up items and clients, generating and sending electronical PDF invoices (with optional PayPal payment button to accept online payments), customizable billing statement template, reporting (sales report, product report, customer report, payment report), etc.

Our bill invoice templates are liked by people from various countries and regions, for example United States, Chile, France, Finland, Poland, Slovenia, Italy, India, Israel, New Zealand, Spain, Bangladesh, Denmark, Switzerland, Norway, Luxembourg, Hong Kong, Germany, Canada, Singapore, Sweden, Belgium, United Kingdom, Australia, Netherlands, Ireland, Austria, etc. The come from different industries such as interior-design, doctors, Electronics-Manufacturing / Equipment, Couriers and Messengers, Grocery/Convenience-Store, Food Processing / Sales, Medical, Tanning Salon, management consulting and hotels, etc.

Simple Template with Printable Watermark
Simple Template with Printable Watermark

Adding a background image or watermark can be an attractive and appealing enhancement, especially for business documents like invoices. This Simple Invoice Template with Printable Background Watermark demonstrates how to accomplish this in Microsoft Excel.

Time Sheet

Following the Name column, there are 7 columns for you to enter hours worked each day. This is the place to record how long each employee worked for a job. After that, you see the Total Hours column. This column is calculated automatically using Excel formula, so you don't have to calculate and type it manually. The next column, Hourly Rate column, should be manually filled in. However, if you have Invoice Manager for Excel installed, the Hourly Rate can be retrieved from backend database automatically. The last column on the printable form is called Total, which is also calculated using Excel formula.

Service Receipt Template
Service Receipt Form

The free receipt sample, as all the other invoice templates here on, are a customized version of the sales invoice template shipped with Invoice Manager for Excel. For this reason, the receipt template works well with Invoice Manager for Excel. For example, you can have Invoice Manager for Excel generates an invoice# (receipt#) automatically by clicking the "Save To DB" button.

Excel Retail Invoice Template
Excel Retail Invoice Template

The default tax rate is 8.735%. This assumes a New York retailer, where the NY State Sales and Use Tax is 4% and the Metropolitan Commuter Transportation District surcharge of 0.375% for a total Sales and Use Tax of 8.875 percent. This is suitable for most personal property (i.e. alcohol, furniture, electronics, etc.) See New York State Sales and Use Tax and Selling products or services for more information. If you sell alcoholic beverages, there are special invoice requirements.

Invoicing Template for Roofing Service
Invoicing Template for Roofing Service

Roofing is closely related to construction. You may like to take a look at c1001 Construction Proposal Template, which is an one-column form design that allows you to freely enter a number text lines and the total amount of a project; and c4046 Simple Invoice for Construction Business, which is a basic bill sample for general constructions.

Bricklayer Invoice Template
Bricklaying Bill Form

On the top of the sheet, your business name, address and contact details are right-aligned, leaving space for the bricklayer image. Under that is the required fields, "invoice#" and "invoice date". If you use Invoice Manager for Excel, a unique invoice# number will be generated automatically when you choose to save an invoice, see automatic invoice numbering for more information on this. The invoice date could also be filled by Invoice Manager for Excel when you click "Clear & New".

Denmark Invoice Template
Danish Bill

Install this Denmark Invoice Template with Invoice Manager for Excel to turn it into a fully featured Danish invoicing tool.

With this sample template, we translate text inside the printable form into Danish using an online tool. Visit Denmark VAT Guide for Businesses, Bookkeeping, accounts and invoices and eInvoicing in Denmark for more information. The following chart shows the text translated.

Clinic Invoice
Clinic Receipt

This clinic bill and receipt template could be used by clinics such as dental clinic, cosmetic clinic, chiropractic physicians, psychologist, psychology service, mental health and acupuncture therapy. It has less fields than c7019 medical invoice template, but has a cuttable payment slip that copies invoice# (receipt#), date and amount due from the main part by using Excel formula.

United Arab Emirates Invoice Template
United Arab Emirates Billing Form

The layout of this Excel template United Arab Emirates Invoice Template is created in a way so that it meets the following requirements.

Medical Invoice Template (2)
Medical Billing Form (2)

If you use the Invoice Manager for Excel version of this medical bill format, the billing software program helps you create unique customer account number with its powerful customer management features. The customer account number is the account number with the health care provider. Every new encounter should create a unique account number. The "Date of Service" fields detail the dates the patient was treated. In some cases, such as laboratory draws, a range of dates are provided in case multiple tests were performed across several days. A charge itemization can be sent to you detailing all hospital services.

Consulting Invoice Template (2nd Sample of Customization)
Consulting (2nd Sample)

While it's understandable to have so many invoice templates in the similar color style, your business is different and special, so without doubt it is better to have a special invoice design that meets your business style and requirements. In addition to changing company details and replacing the logo image on the top of the invoice form, applying a new color theme is an easy and quick way to let your invoices stand out. So, here is the steps to quickly change the color palette in Excel 2010 to apply a new color to the consultant invoice template.

Arabic Invoice Template
Arabic Bill

Unlike c5073 United Arab Emirates Invoice Template that keeps English text on the invoice sheet, this Arabic Invoice Template (c5163) translates the text inside the printable area into Arabic.

Sales Invoice Template with Discount Amount Column
Sales Template with Discount Amount Column

What if you need to show discounts in a more detailed manner? For example, show discounts applied to each item on invoice body separately? This requires an additional column on the invoice body, as compared to the 5 columns on the default sales invoice template that shipped with the setup program of Invoice Manager for Excel. So in this customized sample invoice template - Sales Invoice Template with Discount Amount Column, we have 6 columns on the invoice body within the printable invoice body: Product ID, Description, Quantity, Unit Price, Discount, and Line Total. The "Discount" here is an amount value. We'll publish the percentage version of this sample invoice template here on in the near future.

Advanced Sample - Invoiced Total in English Words
Advanced Sample - Invoiced Total in English Words

Most templates here on are ".xlsx" files. ".xlsx" workbooks are Microsoft Excel Open XML Format Spreadsheet files. It's an XML-based spreadsheet file created by Microsoft Excel version 2007 and later. One limitation of ".xlsx" format is that it cannot store macros (i.e. VBA codes). To save the macro function code with the Excel invoicing template, you have to firstly convert your template into ".xlsm" format, which is called "Excel macro-enabled Workbook". See c5101 - Advanced Invoice Sample - Macro-Enabled Invoicing Template for more information on this topic.

Simple Invoice Format for Florida
Simple Invoice Form for Florida

The word art image in this sample is created by clicking Excel "WordArt" command on the "Insert" ribbon tab. When the newly created word art object is selected, Excel shows a new "Format" ribbon tab, where you can adjust the "Text Fill", "Text Outlook" and Text Effects".

Five Price Levels (Sales, Amount, Custom Column)
Form with 5 Price Levels

This sample of customizing invoice templates is named with the keyword "cosmetic". A new column "Color" was added to meet the requirements of the cosmetic business.

One Column Consulting Invoice Sample
One Column Consulting Invoice Form

The "=SpellNumber" formula is an user defined formula, detailed in the sample template c5102 Advanced Sample - Invoiced Total in English Words. For example, if the invoice total is 1234.56, then the "Total Amount in English Words" shows "Twelve Thousand Three Hundred Forty Five Dollars and Sixty Seven Cents".

Makeup Artist Invoice Template
Makeup Artist Billing Form

This template is created based on c2004 Service Invoice with Payment Advice in the service invoice templates category. In this new design, the payment advice is still there located near the "Bill To" section. In fact, c2040 and c2004 has exactly the same number of database fields, and the field layouts are similar too. But the two forms look very different at first glance. If you are a freelancer offering the service, or running a small business in this industry, this might be the form you like. Visit our creative invoice template (c2039) for more design ideas.

Work Invoice in Excel
Work Invoice in Excel

The word art feature is an interesting and useful feature available in Microsoft Office programs such as Word, Excel and Power Point. The basic usage of word art is described at Insert WordArt document on Microsoft's web site. With word art, you can create fancy text effects with just a few mouse clicks. Programs like Adobe Photoshop is able to create beautiful arts of word too, the advantages of using Office's built-in word art feature are obvious - it is simple, and the result is easily editable within Excel and Word itself.