Invoice template in Word for the UK

Creating an invoice in Word means setting up a document with your company details, client information, invoice number and VAT details. To make the process easier, you can use a ready-made invoice template in Word specifically for the UK.

In this article, we explain how to create a proper invoice in Word, what the legal requirements are, and provide a professional invoice template you can download.

Table of contents:

What should be included on an invoice?

When issuing an invoice, you must comply with the legal requirements set out by HMRC. An invoice should contain at least the following details:

• Your business name, address and company registration number
• Your VAT number
• The customer’s name and address
• A unique invoice number
• The invoice date and due date
• A clear description of the goods or services provided
• The total amount, both excluding and including VAT

Want more details? Have a look at our page on invoice requirements.

Step-by-step: how to create an invoice in Word

Would you like to know how to create an invoice in Microsoft Word? Follow these steps:

1. Open Microsoft Word.
2. Insert your business logo and details.
3. Add the client’s information.
4. Create a table with description, quantities, prices and VAT.
5. Include a unique invoice number and the invoice date.
6. Add your payment details and bank account information.
7. Double-check all calculations and save the document as a PDF before sending it.

Please visit our ‘Creating an invoice’ page to learn more about this.

Example invoice in Word

Here is a simple invoice template Word that shows you what a professional layout looks like.

Would you like to use this template? Download this file, insert your own data, and save it so you can reuse it as your personalised invoice bill format in Word.

Drawbacks of invoicing in Word

Although an invoice in Word is quick and cost-effective, there are some disadvantages:

• Time-consuming: every field has to be completed manually.
• Error-prone: a typing error in amounts or VAT can cause issues.
• Lack of overview: it’s difficult to track which invoices have been paid and which remain outstanding.
• No automation: reminders, reports and integrations with accounting tools are not available.

That’s why creating an invoice in Word works well for occasional invoices, but it is less suitable for growing businesses that want efficiency and oversight.

Automating as an alternative

An invoice is a good start, but you will soon notice it takes a lot of time and provides little control. Especially when invoices are left unpaid or payments arrive late, this can become frustrating.
This is where Payt makes the difference. With our receivables management software, you can automate the follow-up of unpaid invoices. You can send smart reminders, keep personal contact with clients through a user-friendly portal, and gain insight into your cash flow. This saves you time chasing payments and helps you get paid faster.
Curious how it works? Download our brochure below or book a demo today.

Frequently asked questions