To do this right click Invoice.dot and drag to your desktop and select “Create Shortcut” I suggest you put a shortcut to the Invoice Template on your Desktop, so that you can create invoices from there. The next invoice you create will have the next number in the series. The date and the invoice number are automatically inserted. Select your chosen recipient and press OK – above I have selected Alan LewisĪs soon as you press OK, the invoice is saved in C:Invoices using the invoice number and surname in the file name – in this case “ Invoice no 003 Lewis.doc” You will be asked to select the name of the recipient from the Outlook Contacts list If MS Outlook is not opening it will ask you to Choose Profile – Click OK To create a new invoice – double click on the file Invoice.dot file. This is also where your invoices will be stored when you have created them.
You should now have an Invoices folder in your C drive containing these two files This will give you a folder containing two files – Invoice.dot and Settings.txt not saved into a folder)Įxtract the contents – right click and select Extract Here (or double click and extract the contents) Save this file Invoices.zip to the root of the C drive C: (i.e. You can download my Free Microsoft Word Invoice Template from Here as a zipped (compressed) file Invoice Total can be calculated by highlighting the total figure and pressing F9.
Unique File Name is created using Invoice Number and Surname.Invoice is automatically saved in Invoices Folder.Sequential Invoice Numbers are Automatically Inserted on the RHS.Today’s Date is Automatically Inserted on the RHS.The Person’s Address is Inserted at top LHS for sending using a Window Envelope.Uses Microsoft Outlook Address Book to select the Person the invoice is for.Generates a blank invoice form each time you use it (no need to delete the text of an old invoice).Here is the above Invoice Sample created by this template Download this Useful Free Microsoft Word Invoice Creator: The resulting Sequentially Numbered Invoice Template gives a very simple invoice format which can be used as a sales invoice form, or general business invoice or commercial invoice. So I decided I would have to figure out how to make an invoice template which would generate blank invoices with sequential invoice numbers. There are various Microsoft Office Invoice Templates, in both MS Word and MS Excel – but nothing I found would automatically create invoices with sequential invoice numbers.
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