5 things to put in your invoice template

5 things to put in your invoice template

Sending invoices to your customers is key to getting paid. But what do you need to include? Here’s a quick guide to help you create your best invoice ever.

1. Your brand

Creating a branded invoice will make it look professional. Use your brand colours and logo to personalise your invoice so it reflects your business.

Legally there’s some information you need to include on your invoice:

  • Unique identification number
  • Company name, address and contact information
  • Your customer’s company name and address
  • Clear description of your service or goods
  • Supply date of the service or goods
  • Invoice date
  • Amount(s) charged
  • Total amount owed

If you’re a sole trader:

  • Your name and your business name if you use one
  • Address where any legal documents can be delivered if you are using a business name

If you run a limited company:

  • Full company name as it appears on the certificate of incorporation
  • The name of all directors, if you choose to include them

3. VAT amount

If you and your customer are VAT registered, then you need to issue VAT invoices. Here are the extra details you will need to include:

  • Your VAT number
  • Total amount excluding VAT
  • Total amount of VAT
  • Price per item, excluding VAT
  • Quantity of each type of item
  • Rate of VAT charged per item
  • Rate of discount for each item
  • Make it clear if an item is exempt or zero-rated
  • Time of supply, if this is different from the invoice date

If you are selling retail supplies and the amount is under £250, you can make a simplified invoice which includes less of these details.

4. Invoice terms

Late payments are unfortunately a common problem for small business owners. One way of encouraging your customers to pay on time is to add terms to your invoice, which make it clear when you expect to be paid.

It’s important to add a due date for the payment, and make this very clear on your invoice. You can also add interest to your invoice, which will be paid if it goes overdue. But, you’ll need to put these terms on the first invoice you send so your customer is aware.

If your payment is late you can send a reminder email to your customer with an updated invoice including your interest fee. Read some more quick tips to help avoid late payments.

5. Payment details

Getting paid is the goal of sending your invoice! So, make sure you include your payment details. This could be your bank information, PayPal, or another payment method.

Find out more about how to do an invoice here

Keep it simple with invoicing software

Choosing an invoicing software that can speed up the process is a great way to make sure you include all the right information to get paid.

Bokio accounting software has an integrated invoice generator. So, you can create, send, track and record invoices in the same place as your accounting.

It’s really easy to create invoices with Bokio. Here’s how:

  • Upload your logo and choose your brand colour
  • Your company information is automatically filled in
  • Save your customers details and add them to your invoices in a few clicks
  • Save regularly used items to make your invoices quickly
  • Automatically add VAT to invoices
  • Send your invoice straight from Bokio, or download a PDF
  • See when your payment is due
  • Send reminder emails if you need to chase up payment
  • Record your invoices to your accounting
  • View invoice reports to see who your best customers are

Create your account