Identify your business and customer
Put the seller and buyer details near the top of the document. Add the tax registration information applicable to your business and keep the billing address separate from the delivery address.
- Business name, address and billing contact
- Customer name and billing address
- Applicable tax registration details
- Invoice number, issue date and purchase order reference
Itemize the goods or services
Describe each product or service clearly, with its quantity, unit price and any agreed discount. Show the currency explicitly so customers can reconcile the bill even when you trade across borders.
- Description or product reference
- Quantity and unit of measure
- Unit price, discounts and line totals
- Agreed billing currency
Show taxes and the total amount due
Keep the subtotal, applicable taxes, shipping and final amount easy to find. The tax fields and rates depend on the transaction and local requirements. Replace the preview values with the amounts for your actual sale.
- Subtotal after discounts
- Applicable tax rates and amounts
- Freight and other agreed charges
- Payments or credits and the remaining balance
Make the next payment step clear
Show the agreed payment terms, an exact due date and instructions for the payment method you accept. Keep the issued invoice together with payments and adjustment records for a complete billing history.
- Payment terms and due date
- Payment method and reference
- Contact for billing questions
- Linked payment and adjustment records
Frequently asked questions
Can I use the invoice layout for customers in different countries?
Use the layout as a visual starting point and adapt the currency, language, tax fields and business information to each transaction. Required invoice information varies by jurisdiction.
Does downloading a template make my invoice compliant?
A template provides a layout. The actual business details, transaction information and applicable tax rules determine what your invoice needs to include. Replace all sample details before issuing your document.