Customize your blank invoice template by adding vibrant images and tweaking its colors and fonts.Īn Excel invoice template is ideal if you have many itemized rows of provided services, for which you need to automatically calculate totals.

Word is known for letting you design invoices, as well as various kinds of documents and reports. Use a Microsoft Word template when your primary concern is having options in your invoice design process. Which format is best depends on the situation for which you’re using it. When merged, the placeholder merge fields are replaced with data from the Salesforce record.Your printable invoice template is available in Word, Excel, and Adobe Acrobat (PDF) formats. Do NOT use double brackets with IF statements. This text does not appear for invoices where the total is below the specified amount. Īlthough this is a summary field of the entire invoice amount, the content comes directly from a Salesforce data field and is not calculated on the template.Ī conditional statement (IF statement) that checks whether the invoice total is over a specified amount and, if so, to add text related to free shipping. Ĭalculation fields that subtotal the quantity and total price line items in the table above. You can place detail items directly on a page, to create a list, for example. Repeating information is not confined to a table.

Repeating data sections begin with a TableStart field, and end with a TableEnd field. This table row will repeat to display each returned row of data that the solution report or query gathered. In this case, a table of repeating data will appear for each product family listed in the invoice. The TableGroup field will group like data. The Total Amount Due also has a Word field formatting picture switch to display the amount as currency. The Payment Due Date has a date field adjustment of 30 days from today, and is formatted to show the full month name, the day of the month, and the four digit year.

You can apply text formatting, such as colors, font sizes, and so on, to any template text. Each page can have its own header or you can repeat headers across pages.Ī borderless table containing the account information.

Invoice template in word document