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Basic invoice format ? what goes where Your details. Your name and contact details are required. Their details. Identify the person or organization that you're billing, and include their physical or email address. Invoice number and date. ... Description of goods or services. ... What the customer owes. ... Customer reference. ... How to pay.

How to create an invoice: A step-by-step guide Brand your invoice. ... Add a professional header. ... Include invoice information. ... Include the dates. ... Description of goods/services delivered. ... Include tax details and highlight the total money owed. ... Include payment terms. ... Add explanatory notes with terms and conditions.

It includes the cost of the products purchased or services rendered to the buyer. Invoices can also serve as legal records, if they contain the names of the seller and client, description and price of goods or services, and the terms of payment.

Here's what to include on an invoice: Your customer's company name and address. The date the goods or services were provided. The date of the invoice. A breakdown of costs that show prices, hours, or quantities of the goods and services delivered.

Here are the steps small businesses should follow to design clean-looking invoices that allow you to collect payment on time: Design the Invoice Structure. ... Include Your Brand and Style. ... Make the Information Readable. ... Leave Room for Descriptions. ... Make Deadlines and Payment Totals Stand Out. ... Clearly State Payment Terms.

Your invoice must include: a unique identification number. your company name, address and contact information. the company name and address of the customer you're invoicing. a clear description of what you're charging for. the date the goods or service were provided (supply date) the date of the invoice.