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Sales Invoice Template

Prepared for [CLIENT.Company]

by [INVOICING PARTY.Company]

on [DATE]

Sales Invoice Template

PandaTip: This template is designed to be used for the sale of goods without tax. If you need to charge sales tax or VAT you should use our Tax Invoice Template. If you are providing services rather than goods you should use our Service Invoice Template. If you are looking for a non-fiscal invoice (or informal request for payment) you should use our Proforma Invoice Template.

[INVOICING PARTY.COMPANY]
[INVOICING PARTY.ADDRESS]
[INVOICING PARTY.PHONE]
[INVOICING PARTY.EMAIL]

[CLIENT.FIRSTNAME][CLIENT.LASTNAME]

[CLIENT.COMPANY]
[CLIENT.ADDRESS]

[DATE]

Invoice Number: [INVOICE NUMBER]

PandaTip: Many people get confused about what invoice number to choose. The only requirement is that each invoice should have a unique reference number (otherwise things get very confusing when it comes to doing accounts). The simplest way to number invoices is numerically starting from 1 (1, 2, 3, etc) and this is also the easiest method from a bookkeeping point of view however some people prefer not to use this approach since it gives their clients an indication of their number of transactions. Other options include using larger numerical increments (137, 146, 154, etc), using the year as part of the invoice numbers (2015/0001, 2015/0002, 2015/003 etc), using the client’s name as part of the invoice number (Jones001, Jones002, Jones003). If you are worried about keeping track of the numbers the simplest option is just to use the date in reverse (e.g. Invoice Number 140704 for an invoice raised on 4th July 2014).

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Payment terms: [PAYMENT TERMS]

PandaTip: Typical payment might include the following: “immediately on receipt of invoice”, “within 7 days”, “within one calendar month”.

Remittance: [REMITTANCE METHODS]

PandaTip: Here you should list all the ways that you can be paid. If you accept payment by wire you should include your full bank coordinates as well as the banks name and address. Remember to check with your bank if there is a charge for inbound payment, especially if you are dealing in foreign currencies. You should also be sure to include any reference you wish the payor to include (such as “ensure that invoice number is referenced when making payment”). If you accept checks you may wish to specify “checks must be account payee only” and if you want to receive funds by Paypal be sure to include your Paypal email address.

Shipping:  [SHIPPING DETAILS]

PandaTip: If the invoice contains goods which need to be shipped (or items which need to be collected) you should include this on the invoice. For example: “Goods will ship within 48 hours of receiving cleared payment”, “Car can be collected from 1123 Sudden Valley Estates any time from noon next Thursday.”

Thank you.

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[INVOICING PARTY.FIRSTNAME] [INVOICING PARTY.LASTNAME]

[DATE]

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