Create the invoice using your business name, logo, and contact details
Add the client’s name, company name, and billing address
Include a unique invoice number
Add the invoice date and payment due date
List the products or services provided
Include quantities, rates, and line-item totals
Calculate the subtotal, taxes, discounts, and total amount due
Specify the payment terms and accepted payment methods
Review the invoice for accuracy
Save the invoice as a PDF or preferred format
Send the invoice by email, accounting software, or client portal
Follow up if payment is not received by the due date