Invoice fields
Supplier and customer details sit above the invoice number, issue date and due date. The item table has columns for description, quantity, unit price and amount, followed by subtotal, tax and total.
Payment details and terms appear below the totals.
- Supplier and customer contact details
- Invoice number, issue date and due date
- Item descriptions, quantities and prices
- Tax, total, payment details and terms
Check local requirements
Required names, numbering, dates, currency, tax wording, payment details and retention periods vary by jurisdiction, business type and tax registration.
Some tax and electronic invoices must be created, validated or submitted through an approved system. An ordinary PDF or DOCX may not qualify.
Calculate and review
The template does not calculate values. Check every line, tax amount and total, then verify the bank details, payment reference and due date.
Use PDF for the customer copy or DOCX while the wording still needs editing. Reopen the exported file before sending it.