A missing detail is the easiest excuse for a delayed payment. Use this checklist to make sure every invoice you send is complete and ready to be approved by your client's accounts team.
The essentials
These items appear on virtually every valid invoice, regardless of country or industry.
- Your business name, address and contact details.
- Client name and billing address.
- Invoice number and issue date.
- Payment due date and payment terms.
Good to know
Tax requirements vary by country. Add your tax registration number in your organization settings so it appears on every invoice.
Line items and totals
Break the work down so clients can match each charge to what they ordered.
- Description, quantity and unit price per line.
- Subtotal, discounts and shipping.
- Tax rates and tax amounts.
- Total due and currency.
Extras that help you get paid
Bank details, a payment link and a short thank-you note remove friction and encourage prompt payment.
"A complete invoice is a polite invoice. Clients pay faster when they never have to ask a question." - Finance consultant
InvoiceSmarty templates include all of these fields, so you never have to worry about forgetting one.
Sarah Jenkins
Writer at InvoiceSmarty. Passionate about invoicing, cash flow, and helping businesses get paid faster with less admin.
