Seller and customer details
Identify who is issuing the invoice and who should pay it. Use the legal or trading names and billing addresses both parties use for business records.
- Seller name, address and contact details
- Customer name and billing address
- Relevant tax numbers
- Purchase-order reference
Invoice number and dates
A unique number distinguishes the document from every other bill. The issue date records when it was raised, while the due date gives a clear deadline.
- Unique invoice number
- Issue and due dates
- Supply date or billing period when relevant
Turn the checklist into a real document.
Create a complete invoiceLine items and totals
Each charge should be understandable on its own. Show unit, quantity and rate where applicable, followed by a transparent balance.
- Description, quantity and rate
- Subtotal
- Discount, shipping and tax
- Amount paid and total due
Payment and tax information
Include currency and complete payment instructions. Tax requirements vary, so confirm which identifiers, rates and wording apply.
- Currency
- Bank or UPI details
- Payment terms
- Applicable tax breakdown
Useful optional details
A note, authorised signatory, project name, purchase-order number or delivery reference can help approval. Add only information that serves a purpose.
Questions, answered.
Is an invoice number important?+
Yes. It helps with tracking, reconciliation and avoiding duplicates.
Do bank details need to appear?+
Include the payment instructions the customer needs, unless supplied through another trusted process.
Should every invoice include tax?+
Not necessarily. Tax treatment depends on registration, location and transaction.