Blank invoice template

Preparation guide

Give the customer enough detail to match each charge to an agreed quantity and completion condition.

Deliverables and line items

Item or service: record the quantities actually supplied and the service period.

Quantity and billing unit

Use the agreed unit, such as hours, units or a fixed project, and record both quantity and rate.

Reference and dates

Add the purchase reference, service period and delivery date to distinguish this work from other orders.

Scope to agree

Replace Item or service with the actual deliverable, specification, quantity and unit. Use separate lines for different rates.

• Separate additional work from the original scope and check its approval record.
• Distinguish included expenses from separately billed expenses and reconcile supporting records.
• Match completed work to the order or approval record, and confirm the payment due date and amounts already received.

1. Confirm scope and quantities

   Example: reconcile the approval and work record for "Item or service" to establish the quantity for this invoice.

2. Record delivery and acceptance

   Check completion for every line, including "Item or service". Match the delivery record to approved quantities and record who accepted the work.

3. Send the billing record

   Send the final charges, delivery reference and due date to the customer, then reconcile payment against the invoice number.

• Free quotation generator

  Create a quotation online with project scope, quantities, prices and validity dates. Convert an accepted quote to an invoice. Free account required.

• Free invoice generator

  Create an invoice online with your logo, customer details, line items and tax settings. Review the preview and save as PDF. Free account required.

• Free PDF invoice generator

  Prepare an invoice, check page breaks in the preview, and use Print / PDF to save a PDF from your browser. Free account required.