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Key elements of a sales invoice Contact information. Two sets of crucial contact information need to appear on an invoice: the seller's info and the customer's info. ... Invoice number and date. ... Description of goods or services rendered. ... Payment terms. ... Amount due.

When invoicing a customer, it's standard practice to include the: customer's contact details such as postal address, email address and phone number. name of the person who placed the order. name of the person who will pay the invoice (this can help speed up payment)

2. Mandatory particulars. The invoice must contain several mandatory particulars, such as the name and address of the customer and trader, the quantities of goods sold, details of services, etc.

What should an invoice include? Invoice reference number. Every invoice should include a unique invoice reference number. ... Your company name and address. ... The customer's name and address. ... A summary of the goods/services purchased. ... Date of supply. ... Date of invoice. ... Itemised breakdown of costs. ... Total amount due.

Open Microsoft Excel Creating an invoice template in Excel is easy and can be done in a few simple steps. To start, click on the File tab followed by New from Template. Then, select from the options professional invoice templates you can customize.

How to create an invoice: A step-by-step guide Brand your invoice. ... Add a professional header. ... Include invoice information. ... Include the dates. ... Description of goods/services delivered. ... Include tax details and highlight the total money owed. ... Include payment terms. ... Add explanatory notes with terms and conditions.

Reading Time: 5 minutes. An invoice is an itemized commercial document that records the products or services delivered to the customer, the total amount due, and the preferred payment method. The seller can send either paper or electronic invoices to the customer.

An invoice address is the legal address of the buyer, or address where they receive correspondence. It is differentiated from shipping address (or delivery address), which is the address where goods or services are to be delivered. In some cases these addresses may be different, and in some cases they may be the same.

Anatomy of an invoice Identify the parties. Include your business details (including tax number if you have one) ... Describe what's being exchanged. Describe the goods or services provided using the same language as in your quote, if you provided one. ... Give the payment details. Add the due date.

You can use a premade invoice template offered by the program you choose, or you can create your own invoice from scratch. To make a free invoice that looks professional and unique, you can download free invoice templates online that you can then personalize to suit your small business.