How to use the Invoice Generator
- Enter your business details (and logo, if you have one).
- Add the customer, invoice number, date and due date.
- Add the items, check the total and download the PDF.
What a good invoice includes
A clear invoice shows who it is from and who it is to, a unique invoice number, the date and the date payment is due, each item with its quantity and price, any tax, and the total. Add how to pay — bank details or a payment link — in the notes so the customer can pay straight away.
Number your invoices in sequence (INV-001, INV-002 …) so you and your customer can track them; the number you enter is also used as the file name.
Tax on invoices
If you are registered for VAT, GST or sales tax, your tax authority may require extra details on the document — for example your registration number, the customer’s registration number and the words “Tax invoice”. Check the rules where you are registered; you can add these in the tax number and notes fields.
Tax is worked out per item at the rate you enter. A discount is taken off before tax, so tax is charged on the discounted amount.