How to Create Invoices in Microsoft Word From Excel 2007

By Pam Durant

One of the best things about the software programs in the Microsoft Office suite is the ability to integrate data between them. This comes in handy for saving, sending and receiving files in a variety of formats and also gives users the flexibility to modify files using more than one Office program. One task that is relatively easy to accomplish is using Excel 2007 to create an invoice for use in a Word 2007 document.

Things You'll Need

  • PC with Microsoft Word and Excel 2007
  • Internet connection

Step 1

From a new blank workbook in Excel, click the "Office" button and then the "New" icon to display the "New Workbook" dialog box. Under the "Microsoft Office Online" section, choose "Invoices" to view the invoice templates that are available for free download. Filter out customer-submitted templates, if desired, by clicking on the "Hide customer submitted templates" icon at the top of the screen.

Step 2

Preview the available templates by single-clicking on each one to view the template in the preview pane to the right. Click on the "Download" button once you've selected the desired template. You will briefly see a status window until the file download is complete (downloading times are usually minimal, but will vary depending on the speed of your Internet connection). A new Excel window showing your template will pop up after the download has completed.

Step 3

Select the cells containing data in this new worksheet, then right-click the selected data and choose "Copy."

Step 4

With the Excel window still open, launch Microsoft Word. In the "New Blank Document" screen, click the "Paste" menu button in the "Clipboard" group on the "Home" tab. Choose "Paste Special" to launch the "Paste Special" dialog box.

Step 5

Under the "Paste As" section, choose the "Microsoft Excel Binary Worksheet Object" option and then click "OK." Your invoice template will be pasted into Word as an Excel object. In order to enter your data into the template and temporarily alter the ribbon to show Excel commands, double-click the Excel object.

Tips & Warnings

  • Adjust the orientation of your Word document to landscape, if necessary, to comfortably fit all the fields from the template. Adjust the orientation in Word by clicking the "Orientation" button on the "Page Layout" tab in the "Page Setup" group.