It also makes it clear which invoice the customer is referring to if they have a query or are making a payment. Giving each invoice a unique reference number makes your invoices much easier to track. These show the client which company the invoice is from and also give them a way to contact you in case they need to ask anything about the invoice. Your invoice needs to include the name, address and phone number of your business.

If you forget to include it, your client may not realize the document is important so it could be put aside and forgotten. This may sound obvious but the word “Invoice” needs to be displayed prominently at or near the top of the document. There are a number of important pieces of information that business invoice templates need to include so the invoice serves all the right purposes for you and your customer: 1. What information needs to be included in an invoice template? So how can it be done? By including all the right information on your invoice. This is a lot to expect from one small document. This information is essential for your tax returns. For your client, it details the products or services they bought, and how much they paid for them. For you, it serves as proof of the work you have done and the amount you charged for it. It provides a record for you and your client, which you will both need to use in your bookkeeping. In addition, it shows them the date you expect payment by, enabling you to keep your books balanced and stay on top of late payments.Īn invoice also serves some other extremely important purposes. Your invoice also tells your client how you expect to be paid, such as by bank transfer or PayPal, for example, and gives them details of how they can make that payment. It lets your client know how much money they owe you and details the goods and/or services they are paying for. 6 Looking for Downloadable Invoice Templates? What is an invoice?Īn invoice is an important financial document that gives all the details about a specific transaction between you and a client.

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