![]() No matter what service you are using to create an invoice, you will need to export the document as a file type. PDF documents are the most common file format when downloading, sending or creating an invoice template. Then you must first make a copy in order to edit the template. ![]() In order to edit a Google Doc Invoice Template, click on one of the six templates below. In order to first start using Google Docs, you must sign in to your google account with your internet browser, we recommend using Google Chrome. Google Docs is a powerful form editing platform that’s very easy to share, edit and save invoice templates. To Save: Select File > Save as Invoice Template Google Docs Whether you edit the template in your internet browser or with the Microsoft Word/Excel software on your computer, it will work in the same way. If you choose to edit the invoice template online, you will be asked to log in to your Microsoft account. If you chose the direct download, forget this step. Download or Edit OnlineĪfter selecting an invoice template, you will have the option to a direct download for free or you can edit the template within your browser, but you must have a Microsoft account in order to edit. There you will see either “Word” or “Excel.” Choose accordingly. Look at the bottom right underneath each image. Once on the invoice page, you will see invoices in both Word and Excel. Select a Word or an Excel Invoice Template Simply choose the style and format that best suits your needs.ġ. All Word and Excel templates are free to use. Microsoft provides many invoice templates to work with that are easily customizable. ![]() Looking for a Simpler Invoice?įor those looking for an editable invoice in either PDF or Word, download the simple invoice – this form contains bare-essential fields and minimal colors and is ready to be customized to the preferences of the providing company, sole-practitioner, or freelancer.If you are a Microsoft Word user, you are in luck. Step 4 – On the “Copy document” screen, click “Make a copy” to download the invoice to the user’s account. If the password is unknown, select “Forgot password?” to reset the password for the Google Account. Step 3 – Enter the password for the Google Account and click the blue “Next” button. ![]() If “Sign In” appears, enter the email address or phone number of the Google account that would like to be used. Step 2 – If “Choose an account” is displayed, select the Google Account that would like to be used to save the invoice, and proceed to the next step. If the “Copy document” page appears, proceed to Step 4. If either of those screens are shown, head to Step 2. If the user is currently signed out of their Google Account, they will be brought to a screen that either says “Sign In” or “Choose an account”. Step 1 – Click either the green or blue button next to the invoice type that would like to be used. For formats in PDF (.pdf), Word (.docx), or Excel (.xlsx), visit the Proforma Invoice page. Out of the 4 invoices above, this is the most comprehensive. The Shipping (Proforma) Invoice is very similar to the Sales + Product Invoice, with the major difference being that it is designed to be used with a company that also needs to ship goods to the customer or worksite. Click the link below to download the Service Invoice in Google Sheets. Some professions where this invoice is commonly used include Attorneys, Consultants, Medical Professionals, Graphic Designers, House Cleaners, and Artists. The Service Invoice should be used only when a service was conducted for the client. Essentially, anyone that requires payment for a good can utilize this invoice. Examples of who would use this invoice include Retail companies, Salesman, Online Merchants, and several others. Use the Sales Invoice if a company is selling a product to their customers. Examples of professions that should use this invoice are Mechanics, Contractors, Landscapers, Photographers, and HVAC Workers. This version should be used by companies or workers that need to be reimbursed for materials that were purchased or sold to a client in addition to service(s) that were rendered to the client as well. For formats in Adobe PDF, Microsoft Word, or Excel, visit the Blank Invoice page.ĭownload Google Sheets Download Google Docs With limited color, basic fields, and a minimalist design, the Simple Invoice is ready to be customized to a company’s theme, or left alone to appear clean and professional. To aid in selection, a brief description of each invoice has been included as well. Below are the download links to 5 Google Sheets Invoice Templates.
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