📄 Invoicing guide

What to include on an invoice

A missing detail can delay payment or make an invoice hard to reconcile. This checklist covers the essentials every invoice should have, the extras that make you look professional, and the items that depend on where you operate.

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The essentials

These appear on virtually every invoice:

  • The word “Invoice” and a unique invoice number
  • Your business name and contact details
  • The client’s name and billing address
  • Issue date and payment due date
  • A description of each item or service, with quantity and rate
  • Subtotal, any tax, and the total amount due

Recommended extras

Not strictly required, but they reduce back-and-forth and look professional:

  • Payment terms (e.g. “Net 30”) so the due date is unambiguous
  • Payment instructions — bank details or a payment link
  • A PO or reference number if your client uses one
  • Notes or short terms & conditions
  • Your logo and brand colour

Depends on your situation

If you are registered for a sales tax such as VAT or GST, you will usually need to show your tax number and the tax charged on each applicable line. Some countries require specific wording or a sequential tax-invoice number. SafeKit lays out these fields for you, but which ones you legally need is determined by your local rules — treat this as a checklist, not tax or legal advice, and confirm the requirements for your country.

Frequently asked questions

Is a logo required on an invoice?
No. A logo is optional. Your business name, contact details and a unique invoice number matter far more than branding, though a logo does make the document look more professional.
Do I have to show tax on an invoice?
Only if you are registered to charge it. If you are registered for VAT/GST or a sales tax, you generally must show your tax number and the tax amount. If you are not registered, you typically do not add tax at all.

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