wivli1. Identify both parties
Include your business name and contact details, followed by your client’s. Add tax or registration identifiers if they are relevant to your situation. Double-check the billing address and email.
2. Give every invoice a unique number
Use a consistent numbering system, such as INV-2026-001. Keep the issue date separate from the payment due date. A purchase order reference can help your client route the invoice internally.
3. Describe the work clearly
List each service or product with a meaningful description, quantity, unit, and price. For a project, mention the deliverable or period. Avoid vague entries that make the client ask what they are paying for.
4. Check totals and payment details
Confirm the currency, discounts, taxes, and any amount already paid. State the due date and how to pay. Tax and invoice requirements vary by location; confirm the rules that apply to your business with an appropriate local source.
5. Review, download, and keep a copy
Read the preview as your client would. Check names, dates, bank details, and long descriptions. Download a PDF and save a copy outside this browser. Saving locally is convenient, but clearing browser data removes local invoices.