Start with the agreed work
Find the accepted quote, purchase order, contract, or email approval. Identify who should receive the invoice and any project reference that helps them match it internally.
Fill in the document details
Add your business name and contact details, the customer’s billing name, a unique invoice number, the issue date and due date. Enter the currency explicitly when working across borders.
Make every line explain a charge
Use a line for each deliverable or service period. A consulting invoice might list four hours at 125 USD for a total of 500 USD. Add a separate line for an approved charge or expense.
Review and create a PDF
Compare the subtotal, discount, tax and final total against your own records. Include payment instructions from your agreement and review the full preview before sending.