A complete, professional invoice includes all the information clients need to process payment—and protects you legally. Use this checklist to ensure you're including everything.
Required Information
These elements are legally required in most jurisdictions:
- The word "Invoice" prominently displayed
- Unique invoice number
- Invoice issue date
- Your business name and address
- Client name and address
- Detailed description of goods/services
- Quantity and unit price for each item
- Subtotal and total amount due
- Payment due date
- Your business tax ID or registration number (if applicable)
Recommended Information
Include these for professional, complete invoices:
- Company logo and branding
- Purchase order (PO) number (if client provided one)
- Project name or job number
- Payment terms (Net 30, etc.)
- Accepted payment methods
- Bank details or payment link
- Late fee policy
- Tax breakdown (sales tax, VAT, etc.)
- Discount or promotion applied
- Notes or special instructions
Contact Information
Make it easy for clients to reach you:
- Business phone number
- Business email address
- Website URL
- Physical business address
- Contact person name (for larger companies)
Line Item Details
Each line item should include:
- Clear description of service/product
- Date service was performed (for service businesses)
- Quantity
- Unit price
- Line total
- Any applicable discounts
Optional but Helpful
Consider adding:
- Project timeline or completion date
- Warranty information
- Return policy
- Customer service contact
- Payment confirmation message
- Thank you note
Complete invoices get paid faster and reduce back-and-forth questions. Use invoicing software like BildOut to automatically include all required information on every invoice.