Invoice Templates

1. Customizing your invoice template with a custom logo is simple. This applies to Excel and Word, but the steps are similar for other formats.
2. Click the “Insert” tab in your Excel or Word template.
3. Click the arrow next to “pictures”
   1. In Excel, click Place over cells > Picture from file
   2. In Word, click Picture from file
4. Locate the image on your computer, select, and click “insert”
5. Move the image to the area where you’d like your logo to be displayed
6. If necessary, resize the logo to fit by grabbing one of the corner handles of the image and drag the corner handle inward to reduce the size of the image, or drag it outward to increase the size.

Yes. Excel offers more flexibility with automated formulas, making it ideal for multi-currency transactions.

EXCEL INSTRUCTIONS: Open the invoice template in Excel. Our templates already have U.S. or other currencies set. If you need to change the currency, simply highlight the cells where monetary values will be entered. Right-click and select “format cells”. Then choose “Currency” from the list and select the desired currency symbol (e.g., USD, EUR, GBP).

WORD INSTRUCTIONS: Word templates are less flexible with automated calculations but can still be used for multi-currency transactions with manual input.

Open the invoice template in Word. Select the fields that contain monetary values. Enter the currency symbol (e.g., $, €, £) next to the amounts manually. Word does not have an automatic currency formatting feature, so you will need to enter the amounts with the correct symbol.

Some recommend using Excel instead of Word, because of its automatic formulas. Excel makes it quite easy to add up your totals and measure taxes. You can set up a table with items and formulas with little effort. However, Excel falls short on the visuals. It’s very hard to make the invoice look professional, even when using  professionally designed invoice templates.

One of the main drawbacks is that it’s quite difficult to adjust column widths in Excel without impacting the whole document. This is because everything is inside one large table. You also don’t have access to the full range of styling options available in Word.

If you’re running a business, you understand that it’s always important to look at the big picture. With invoices, it’s not just about making the invoice itself. For example:

• You’ll want to know which invoices have been paid, are due or overdue.
• You want to track how much money you’ve earned each month/year for planning and tax purposes.
• There are times when you need to refer to an old invoice and searching through files is quite frustrating.
• When it comes to getting paid you want to be able to accept credit cards and online payments.

Word and Excel both fail when it comes to the above tasks. Free invoice templates are a great way to get started.

The best option is to use tools and software designed for making invoices. You can use these tools to gain the best of both worlds! Great convenience as well as amazing style. That’s where we come in. We’ve built our online invoice generator to be a great alternative to Word and Excel. Here are some of the added benefits of using Invoice Simple:

• Professional layout
• Fully customizable
• Clients and items are automatically saved for future use
• Simple bookkeeping for tax season
• The app saves your clients and items, having them ready for use the next time you’re writing an invoice
• Organize your invoices without needing to put in any additional time in
• Use a professionally designed template that’s compatible with printers and mobile devices
• See an overview of your business at a glance, without any effort
• Know when your invoice is viewed by a customer
• Process credit cards online or on the spot
• And many more amazing benefits!

If you’re invoicing more than once or twice a month it makes a lot of sense to switch to an invoicing software.

There are people out there who don’t use any of the above options. Some people use Photoshop, InDesign, or Acrobat editable PDFs. Usually among photographers and designers who already have access to and use these tools for work.

These products all work fine if you’ve made the template already. However, they’re very energy intensive when you want to change something. For example, your address or corporate color. Another problem is that the templates are very inflexible. For example, if you have a line item that requires more space than usual, you’re out of luck.

We offer downloadable templates and our invoice generator in a few different languages:

• French
• German
• Italian
• Spanish