Step 1: Download the Invoice Template

• Click the "Download" button or link for the Simple Invoice Template.
• Save the .docx file to your computer.

Step 2: Open and Edit the Template

• Open the downloaded file in Microsoft Word.
• Replace placeholder text:
• Add your company name and address in the "From" section.
• Update the "Billed To" section with your client's name, company, and address.

Step 3: Add Invoice Details

• Include the following:
• "Invoice Number" for tracking purposes.
• "Date of Issue" with the invoice creation date.
• Any additional terms or notes, such as payment deadlines or policies.

Step 4: Input Service Details

• Fill out the table:
• "Description" with a summary of the products or services provided.
• "Unit Cost" for the price per unit or service.
• "QTY/HR RATE" to indicate the quantity or hours worked.
• "Amount" to reflect the total cost of each line item.

Step 5: Finalize Totals

• Verify calculations for:
• "Subtotal" by summing up the individual amounts.
• Apply any "Discount" or special pricing as needed.
• "Tax" by using the applicable tax percentage.
• Ensure the "Invoice Total" reflects the correct final amount.

Step 6: Add Payment Instructions

• Use the "Terms" section to specify payment details:
• Payment methods (e.g., bank transfer, PayPal, or credit card).
• Due dates or late payment policies (e.g., penalties for overdue payments).

Step 7: Save and Share

• Save the invoice as a Word document (.docx) for future edits.
• Export or save the completed invoice as a PDF for professional and secure sharing.
• Email or deliver the invoice to your client using your preferred communication platform.