US Invoice Checklist for Small Businesses.

The basic invoice fields

A practical invoice should include:

• Your business name and contact details
• Client name and contact details
• Invoice number
• Issue date and due date
• Line items with quantity and price
• Tax if applicable
• Total due
• Payment instructions or notes

Keep tax editable

US sales tax can depend on location, product or service type, exemptions, and other details. For a simple version one workflow, use a default tax rate you control and edit it when needed.

Create it while details are fresh

The best invoice is the one you send before details fade. Speak the work, review the draft, and send a clean PDF.