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You can make an invoice in Word from a blank document or a pre-built template, then save the finished invoice as a PDF for sharing or printing. For repeat billing, save your layout as a Word template so you can reuse it. The exact menus below are for Word desktop on Windows; names and steps can differ on Mac and Word for the web.

Choose a blank document or a Word invoice template

In Word desktop for Windows, select File > New. Start with a blank document if you want to build the layout yourself, or search the available online templates for a design to customize. Microsoft also describes free pre-built templates in Office apps. The precise template choices depend on the app and version you use. Microsoft’s instructions for creating a document cover the Windows desktop workflow.

Starting point Best when What to expect
Blank document You want full control over the design or need only a simple invoice. You arrange and format the invoice fields yourself.
Pre-built template You want a ready-made layout to customize. You can replace the sample information and adjust the design to fit your business.

Build a clear, easy-to-check invoice

Put the information a client needs in a predictable order. These are practical suggestions for a useful invoice, not a list of fields established as legally mandatory everywhere.

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  • Your business: business name and contact details.
  • Client: the client’s name and relevant contact or billing details.
  • Invoice identification: a unique invoice number, issue date, and due date.
  • Products or services: descriptions, quantities, and rates. A table is usually the easiest way to line up item details and amounts.
  • Totals: subtotal, any applicable tax or discount, and total due with the currency clearly identified.
  • Payment: accepted payment methods and instructions. Include late-fee language or other terms only if your business has a valid policy.

Format line items and totals for quick scanning

Use a table for the itemized charges, keep descriptions readable, and align monetary amounts consistently. Make the total due and payment instructions easy to find. Check that page breaks do not leave the total or payment details stranded on an unexpected page.

#1 Best Overall
AMXZEA Contractor Invoice Books,3 Part Carbonless Contractor Estimate Book,Work Order Receipt Book with Carbon Copies,7.3 x 11 Inch (50 Sets)
  • Three-Part Design: This contractor invoice book set offers 50 sets of 3-part carbonless forms.With the three-part construction, this invoice book offers carbon copies, allowing you to effortlessly create duplicate copies for your records and clients. Stay organized and maintain a reliable paper trail.
  • Efficient and Convenient: This contractor invoice book is designed to streamline your billing process. Each invoice measures 7.3x11 inches, providing ample space for detailed information and easy readability.
  • Clear and Comprehensive Layout: The blank space provided at the top of the contractor invoice is specifically designed for your company stamp. This feature allows you to easily customize the invoice with your company's official stamp or seal, adding a professional touch and reinforcing your branding.The invoice template includes pre-printed sections for essential details. It ensures accurate and professional invoicing every time.
  • Clear and Legible Copies: The carbonless copy system used in these invoices guarantees clear and legible copies of each invoice. Whether you keep the copy for your own records or provide it to your client, the duplicate will accurately reflect the information entered on the original. This clarity helps avoid any misunderstandings or discrepancies in billing.
  • On-the-Go Accessibility: The inclusion of a cardboard backing in the invoice book set adds to its portability. Each invoice in this contractor invoice book set is designed with a perforated edge for easy and neat tear-out. When it's time to provide a copy to your client or keep it for your records, simply tear along the perforation without any messy or uneven edges. This ensures a clean and professional presentation of your invoices.

Review the invoice before sending it

Word helps you create and format a document; the cited Microsoft guidance does not establish that Word checks invoice arithmetic. Verify the entries and calculations yourself before delivery.

  • Confirm the business and client names and contact details.
  • Check the invoice number, issue date, due date, quantities, and rates.
  • Recalculate the subtotal and total, including any applicable tax or discount.
  • Confirm the currency, payment method, and payment instructions.
  • Review the finished layout, including page breaks and the visibility of the amount due.

Invoice, tax, record-retention, and electronic-invoicing requirements depend on where and how you do business. The Microsoft document and template guidance does not determine which fields are legally required or how tax must be calculated. Check the rules for your jurisdiction before treating a Word layout as compliant.

Rank #2
Sale
IMXYO Carbonless Work Order Forms,7.5 x 11 inches Invoices for Small Business,Sales Order Book with Backing Board, 2-Part Receipt with Carbon Copy, 50 Sets
  • PROFESSIONAL FORMAT: Comprehensive job invoice template with dedicated sections for materials, labor, and miscellaneous charges for detailed work documentation
  • CARBONLESS DESIGN: 50 sets of 2-part carbonless receipt book ensure clear copies for both business and customer records
  • STANDARD SIZE: Measures 7.5 x 11 inches , perfectly sized for standard filing systems and document storage
  • PRACTICAL FEATURES: Includes perforated lines for easy separation and a sturdy backing board for writing support
  • DETAILED SECTIONS: Contains fields for job location, customer information, work description, and itemized pricing calculations

Save a reusable Word invoice template

If you invoice repeatedly, saving a template avoids rebuilding the same structure. Microsoft recommends templates for document types you create often, so they can serve as a starting point instead of being recreated each time. Microsoft’s template guidance explains template use and formats.

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  1. In Word desktop for Windows, select File > Save As.
  2. Name the file and choose Word Template from the file type list.
  3. Save the template. Word template formats include .dotx, .dot, and .dotm.
  4. To create an invoice from it later, select File > New > Personal. Depending on your Word version, the button may be called Custom.

Keep stable business details and labels in the template, but make client details, invoice number, dates, line items, and amounts simple to replace. Desktop Word also supports content controls such as text fields and date pickers; these are optional for a basic invoice. Template menus can differ on Mac and Word for the web, so use the template commands available in your version.

Rank #3
XKDOUS 2 Pack Invoice Books, 2-Part Carbonless Receipt Books
  • Two-Part Carbonless Invoice Book: Each invoice book has 50 sets of invoices, each with a white/light yellow section, with the yellow section retained in the invoice book to maintain detailed records.
  • Consecutively Numbered: Enlarged red 6-digit numbers in the upper right corner of each invoice receipt book help you quickly navigate through your orders.
  • Wraparound Divider Flap: A thick folded cardboard divider is integrated into the back of each invoice book for use between each two-part sales order to prevent the written content from rubbing off on subsequent copies of the invoice, resulting in wasted invoices.
  • 2 Packs/50 Sets (100 Sets Total): Each invoice book provides 50 sequentially numbered carbonless sets of 2 invoice books for long-term use.
  • Customizable Space: Each invoice book for small business has space at the top to add a company seal or sticker.
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Send the completed invoice as a PDF

When your client needs to read or print the invoice rather than edit its Word source, export or save a PDF. Microsoft says Office desktop apps can save or convert documents to PDF for sharing or printing without extra software or an add-in in the covered apps. Microsoft’s PDF instructions for Office desktop apps describe the option; its Office for Mac guidance covers Mac. Exact commands may vary by platform and version.

  1. Use your version of Word’s save or export command and choose PDF.
  2. Open the exported PDF and inspect the page layout, line items, total, and payment instructions.
  3. Send the PDF when the client only needs a readable or printable copy. Send an editable Word file only when the client needs to work with the document itself.

If you intend to print the invoice, check the PDF’s page size and print preview before printing. Many invoices are sent digitally, so printing is optional.

Best Value
50 Sets Contractor Invoice Book 2 Part 7.3 x 11 Inch Invoice Receipt Book
  • EFFICIENT 2-PART CARBONLESS SYSTEM WITH 50 SETS – This contractor invoice book 2 part contains 50 sets of white and yellow carbonless forms, creating instant duplicates with no messy carbon paper. Perfect for on-the-job billing, it serves as a reliable invoice receipt book for small business owners who need clean, professional copies for customers and records.
  • PROFESSIONAL SIZE & DURABLE COVER – Measuring 7.3" x 11", each page provides ample writing space for labor, materials, and job details. The 250g coated paper cover resists wear on job sites, making this contractors invoice book a durable choice for electricians, plumbers, and general contractors.
  • SEQUENTIALLY NUMBERED & PERFORATED – Pre-numbered pages help track every transaction, while the top perforated tear line allows for clean, easy removal. Whether used as contractor invoice forms or work order receipt book pages, the organized layout reduces errors and saves time.
  • STURDY CARDBOARD BACKING FOR ON-SITE USE – Built-in bottom cardboard backing provides a firm writing surface anywhere—no desk required. Ideal for work order estimate forms or contractor estimate book applications, this feature ensures legible copies even in trucks or trailers.
  • VERSATILE FOR MULTIPLE BUSINESS TYPES – Works seamlessly as invoice receipt book 2 part for contractors, work order estimate forms for repair shops, or contractor estimate book for service professionals. From construction and landscaping to HVAC and handyman services, this invoice receipt book for small business adapts to any industry that needs professional on-site billing.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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