Invoices
Making Invoices
When you download an invoice template in DOCX (Microsoft Word) format from our website, you may encounter Restricted Mode or Read-Only Mode when opening the file. This is because Microsoft Word has security measures in place for files downloaded from the web. In this help document, we will provide step-by-step instructions on how to disable Restricted Mode so you can edit your invoice template without limitations.
Disabling Restriced Mode in Word
- Open the downloaded invoice template in Microsoft Word.
- You may see a yellow banner at the top of the Word window that reads, "PROTECTED VIEW: This file originated from an Internet location and might be unsafe. Click for more details." If you see this banner, proceed to the next step.
- Click on the "Enable Editing" button located in the yellow banner. This will disable Restricted Mode and allow you to edit the file.
You should now be able to edit your invoice template without restrictions. If you're still stuck, try the alternative method below!
Alternative Method
If you do not see a yellow banner or the "Enable Editing" button, go to the "File" tab in the top-left corner of the Word window.
- Click on "Info" in the left-hand column of the File tab.
- Look for the "Protect Document" button near the top right corner. If you see the text "This file is in Protected View" or "This file is marked as Read-Only" beneath it, click on the "Protect Document" button.
- In the dropdown menu, click on "Mark as Final" to disable Read-Only Mode or click "Enable Editing" to disable Protected View.
- A prompt may appear asking you to confirm your decision. Click "Yes" or "OK" to proceed.
You should now be able to edit your invoice template without restrictions.
Important Note:
Disabling Restricted Mode should be done only for files you trust. Since you have downloaded the invoice template from our website, it should be safe to disable Restricted Mode. However, exercise caution when opening files from unfamiliar sources, as disabling Restricted Mode for untrusted files may expose your computer to security risks.
By following the steps above, you can successfully disable Restricted Mode in Microsoft Word and edit your invoice template without limitations. If you encounter any issues or need further assistance, please don't hesitate to contact our support team.
Sending the invoice
Save your document using Save As and use the Email Your Invoice button inside the portal to make a new email directed towards Dan Nelson, the Project Insight treasurer.
BE SURE TO ATTACH YOUR DOCUMENT BEFORE SENDING!!!