How to Write an Invoice

Writing an invoice is simple once you know the fields. Here’s what every invoice should include and how to put one together correctly.

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What to include on an invoice

  • The word “Invoice” and a unique, sequential number
  • Your business name, address and contact details (and logo)
  • The client’s name and address
  • The issue date and due date
  • An itemized list of products/services with quantity, rate and amount
  • Subtotal, any tax (VAT/GST/sales tax) and discount, and the total due
  • Payment terms and how to pay

How to write it, step by step

Add your business and client details, give the invoice a number and dates, list each item with a quantity and rate (the amounts add up to a subtotal), apply any tax or discount, and state the total and payment terms. A tool like Invoicary fills all of this in for you and exports a clean PDF.

How to number invoices

Use a unique, sequential number on every invoice — e.g. INV-0001, INV-0002. Sequential numbering keeps your records auditable and is expected by many tax authorities.

FAQ

What must an invoice legally include?
At minimum: the word “Invoice”, a unique number, your and the client’s details, the date, an itemized list with amounts, any tax, the total, and payment terms. Tax-registered businesses must also show their tax number and the tax breakdown.

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