Add your business name, address, phone number, and email
Add your invoice number and invoice date
Add the client’s name, company, address, phone number, and email
Include a billing period (if applicable)
Add a due date and payment terms (e.g., Net 15/30)
List each item/service with: description, quantity, unit price, and line total
Include any discounts (if applicable)
Add applicable taxes (e.g., VAT/GST) and show tax rate and amount
Add shipping/handling charges (if applicable)
Calculate subtotal, total amount due, and currency
Include payment instructions (e.g., bank transfer details, check instructions, payment portal link)
Specify accepted payment methods
Add notes or terms (e.g., late payment policy, refund policy, warranty)
Include your tax ID/VAT number (if applicable)
Add contact person for billing questions
Save the invoice as a PDF and send it to the client
Keep a copy of the invoice and supporting records