Invoice Essentials Checklist

embed icon
Easily and quickly embed this valuable checklist on your website!
Everyone loves checklists! Add this to your website to provide your visitors with quality content. Choose the width and border colour. Then copy and paste the code below into a blog post or page on your website. The code will pull in the most up-to-date version of this checklist. Increase the value of your website - embed a CheckListables checklist today!
Border colour #
Copy and paste this code into your website:

You successfully won some business from either an existing client or prospect, you did the work and now it’s time to invoice. You don’t want any delays in being paid do you? It is so worth making sure that you have the correct and invoice essentials information on the actual invoice itself to make it as easy as possible for the customer to pay without any delay. Here is my invoice essentials checklist items which covers all the items that I mention over at that you should have in your invoice template. Use a spreadsheet package to generate your invoice so it calculates the figures for you – reducing the chance of errors occurring.

Invoice Essentials

  • It has a unique invoice number (make sure that it’s sequential)
  • An invoice date, which includes the day, month and year
  • Customer’s business name
  • Customer’s business address
  • Customer purchase order (PO) reference number, if this has been provided
  • Who the invoice is for the attention of (FAO)
  • A description that makes sense to your customer. A description of ‘onsite visit’ doesn’t say that you ‘fixed leaking bath taps’.
  • The quantity purchased for that particular line item
  • The price for the unit item
  • The line item total
  • The sub total before VAT
  • State the VAT rate
  • The invoice grand total
  • Which currency the payment is due in
  • You have listed the ways the customer can pay along with its details, for example:
    • cash
    • cheque (including to whom it needs to be written out to)
    • bank transfer (bank name, account number and sort code)
    • debit/credit card (including any transaction % surcharge information)
    • PayPal  (including any transaction % surcharge information)
  • Triple check that your bank account details are correct!
  • You have stated when to pay by – eg. ‘Payment Terms: 14 days’
  • You have included your full postal address (especially needed if you accept cheques)
  • Include your contact details:
    • telephone number
    • mobile number
    • email address

About Joanna Co-Founder
Joanna Miller

Check Also

zero talent

Ten things that require zero talent checklist

Easily and quickly embed this valuable checklist on your website! Everyone loves checklists! Add this …

Leave a Reply

Your email address will not be published. Required fields are marked *