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How to make an invoice with Word: guide, examples & free template

Xindu Hendriks October 8, 2025

Learning how to make an invoice with Word is useful if you’re just starting out or only need to send a few invoices. Creating an invoice in Word means building a document with your business details, customer information, invoice number, and tax data. You can start with an invoice template Word or design one yourself.

In this guide, we’ll explain step by step how to create an invoice in Microsoft Word, outline the required details, and share a sample invoice template free Word that you can download and customize.

Table of contents:

What should be on an invoice?

No matter which tool you use, invoices must comply with legal requirements. A professional invoice should at least include the following information:

Your business name, address, and registration number
Your tax or VAT number
The customer’s name and address
A unique invoice number
The invoice date and due date
A clear description of the products or services provided
The total amount before and after tax

Want to know more? Check out our full page on invoice requirements.

Step-by-step: how to make an invoice with Word

If you’d like to build an invoice in Word yourself, follow these steps:
Open Microsoft Word.
Add your company logo and details.
Enter the customer’s information.
Create a table with description, quantity, price, and tax.
Add a unique invoice number and invoice date.
Include your payment details and bank account number.
Double-check your calculations and save the file as a PDF before sending.
Check out our page “Creating an invoice” to learn more about this.

Example invoice in Word

Below you can see a free invoice sample in Word.

Want to use this template? Download this file, add your own information, and save it so you can reuse it whenever needed.

Drawbacks of invoicing in Word

While a Word invoice template is quick and easy to use, there are some disadvantages:

Time-consuming: you need to fill in everything manually.
Error-prone: even a small typo in prices or tax can cause problems.
No overview: it’s hard to track which invoices have been paid and which are still open.
No automation: reminders, reports, and integrations with accounting software are missing.

That’s why making an invoice with Word works fine for a one-off invoice, but it’s less suitable for growing businesses that want efficiency and better control.

Automating as an alternative

Using a Word invoice template is a good start, but you’ll quickly notice it takes time and offers little visibility. Especially when invoices remain unpaid or payments are late, it becomes frustrating.

That’s where Payt comes in. With our accounts receivable management software, you automate the follow-up of unpaid invoices. You can send smart reminders, maintain personal contact with customers through a user-friendly portal, and gain insight into your cash flow. This way, you spend less time chasing payments and get paid faster.

Curious how it works? Download our brochure or schedule a demo today.