How to Create an Invoice
A reliable invoice tells the customer who is billing them, what they are paying for, how much is due, and when and how to pay.
Choose a unique invoice number
Use a consistent sequence that makes each invoice easy to identify and reconcile.
Add seller and customer details
Include accurate names, billing addresses, and relevant tax or registration identifiers.
Describe products or services
List each item clearly with quantity, rate, discounts, and applicable taxes.
Set dates and payment terms
Show the issue date, an exact due date, accepted payment methods, and any agreed terms.
Review and send
Check names, calculations, currency, tax treatment, and delivery address before downloading or emailing the PDF.
Put it into practice
Use a suitable small business invoice template, or follow the complete invoice creation guide.