Pre-send checklist
Check supplier and customer names, invoice number and date, line descriptions and quantities, currency, applicable tax, total and payment details. Local rules may require additional fields.
These examples are educational. Check your actual requirements and verify important outputs before use.
Identify the parties
Include the seller’s trading name and contact details and the buyer’s details where appropriate. Use an invoice number that is unique in your own records.
Make each line understandable
Describe what was supplied, the quantity, unit price, discounts and tax treatment. Show the subtotal, taxes and final amount separately.
Review before sharing
Check dates, currency, payment terms and arithmetic. Save a copy for your records. Invoice requirements vary by jurisdiction.