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Start Microsoft Word or Excel, which share the same template setup. Click the File tab, then click New to open the Available Templates screen. Double-click the Invoices button.

Click on Settings in the bottom left corner and select Invoice Customization, under the Sales heading. Choose one of the three available Invoice templates. You can change the font of your invoices by switching between the three invoice templates, which have different set fonts.

After you have created an invoice template, you can upload it to Zuora:Click your username at the top right and navigate to Billing > Manage Billing Document Configuration.In the Manage Invoice Rules and Templates tab, click Add new template.Enter a name for the template in the Name field.More items...?Nov 11, 2021

Here's how to customize your invoice defaults:Log in to ZipBooks and click on More at the top of your screen.Under Account, select Preferences.Select Invoice and Estimate Preferences from the top menu.More items...

How do I change the template on invoicesClick the Gear icon.Under Your Company, click Custom Form Styles.To create a new template, click the New style button in the upper right-hand corner.Select Invoice.Go to the Design tab to edit the template name, logo, color, font, and margins.More items...

Here's a detailed step-by-step guide to making an invoice from a Word template:Open a New Word Document.Choose Your Invoice Template.Download the Invoice Template.Customize Your Invoice Template.Save Your Invoice.Send Your Invoice.Open a New Blank Document.Create an Invoice Header.More items...

Make your invoice look professional. The first step is to put your invoice together. Clearly mark your invoice. Add company name and information. Write a description of the goods or services you're charging for. Don't forget the dates. Add up the money owed. Mention payment terms.