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Create estimates and invoices

When you’re a small business that provides a service to customers, then you need to be able to bill them for those services with an invoice. How do you create an invoice that has all the information you and your customers need and has that professional look that instills confidence? Use Microsoft Invoicing.

With Office 365 Business Premium, you can use the Microsoft Invoicing app on your phone to create and send estimates and invoices.

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Get going with Microsoft Invoicing

Here's how to create an invoice from your phone:

  1. Go to the Microsoft Invoicing app.

  2. If you haven't already, enter your business information (name, contact, logo, and so on).

  3. Define the products or services you offer.

  4. Create a new invoice for a customer.

If you need help, these articles go into more depth:

Or, get a quick start with templates

Not ready to go with Office 365 and Microsoft Invoicing? You can still download a template for estimates or invoices and customize it for your business. Fill it out in Word or Excel and send it electronically as a PDF or print it.

Find Word and Excel templates for:

Or find out how to use Access to turn quotes into paid invoices by using the Services Web Database template.

Related resources

Admin settings

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