Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.
Streamlined business apps Build easy-to-navigate business apps in minutes. Integrations Work smarter and more efficiently by sharing information across platforms. Secure request management Streamline requests, process ticketing, and more. Portfolio management at scale Deliver project consistency and visibility at scale. Content management Organize, manage, and review content production. Workflow automation Quickly automate repetitive tasks and processes. Team collaboration Connect everyone on one collaborative platform. Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale. You can write down the name for your invoice template and the location where the template will be saved.Īnd voila! You've got a new invoice template that you can reuse. Under the File menu, click on Save as Template. Once you're happy with your invoice template, you should save your work as a template so you can reuse it in the future! If you're unsure, check out our guide on what to include on your invoice so that you don't make mistakes! 3. You might need more information depending on your industry and type of business. Total amount payable, including taxes and discounts. The date(s) the services or goods were supplied. A summary or list of services and goods rendered. The name, company name, and address of the client. A unique invoice number that you can change. If you're using a downloaded invoice template or sample, make sure that it has all the information you need.Īt the very least, you'll need the following: Whatever you choose to do, open up that file in Microsoft Word. Of course, you can also check out our list of ready to download and totally free invoice templates. You can then look around at the template options available, or search for an appropriate template (try searching for "invoice"!). 
To do the latter, just click File and then choose New From Template from your Microsoft Word menu. You can start from a plain document if you wish, or use one of the already-available templates in Word. There are many ways to start your new invoice template, but the first thing to do is to make a document that will serve as your template. There are four things you should consider when selecting an invoice template format to use
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