How to Write an Invoice, With an Example

By the Clientary team · Updated October 7, 2026

To write an invoice, list who is billing whom, what you delivered, what it costs, and when and how to pay. Give it a unique number and a due date, and send it the day the work is done.

That's the short version. Below are the details every invoice needs, an example you can copy, and the small mistakes that quietly push payment back by weeks.

What to include on an invoice

  1. Your business details. Your business name (or your own name if you work for yourself), address, email, and logo.
  2. Your client's details. Their company name, the contact responsible for paying, and their billing address.
  3. An invoice number. Unique and sequential, like INV-0042. It's how everyone refers to the invoice later.
  4. The invoice date. The day you issue it. Payment terms usually count from this date.
  5. A due date or payment terms. A specific date, like "Due April 30", or terms like Net 30. See invoice payment terms explained.
  6. Line items. A clear description of each service or product, with the quantity or hours, the rate, and the amount.
  7. Subtotal, discounts, taxes, and total. Show any tax as its own line, at the rate that applies.
  8. How to pay. The payment methods you accept, ideally with a link to pay online by card or bank transfer.
  9. Tax and reference numbers, when required. Your tax or VAT number where your country requires it, and the client's purchase order (PO) number if they gave you one.
  10. A short note. A thank-you, and your late fee policy if you have one.

Invoice example

Here's how those pieces come together for a small design project:

Acme Design Co. · 123 Market St, San Jose, CA · [email protected]

Bill to: Greenleaf Botanicals, Attn: Dana Lee, 45 Oak Ave, Portland, OR

Invoice: INV-0042 · Date: April 1, 2026 · Due: May 1, 2026 (Net 30) · PO: GL-1187

DescriptionQtyRateAmount
Brand strategy workshop1$2,400.00$2,400.00
Logo design, 3 concepts and revisions1$4,800.00$4,800.00
Design hours, packaging adaptations12$125.00$1,500.00
Subtotal$8,700.00
Total due$8,700.00

How to pay: Pay online by card or ACH at the link in this email. Thank you for your business! A 1.5% monthly late fee applies to balances unpaid after the due date.

How to write an invoice, step by step

  1. Start from a template or an invoicing tool. It keeps your layout consistent and numbers your invoices for you. See our free invoice templates.
  2. Fill in both parties' details. Double-check who on the client side approves payment.
  3. Itemize the work. Write descriptions the person paying will recognize, not internal shorthand.
  4. Set the terms. Choose a due date, and state any deposit already paid or late fee policy.
  5. Send it promptly. Email a link with a pay button, attach a PDF if needed, and copy anyone who approves invoices.
  6. Follow up. If the due date passes, send a polite reminder. Our payment reminder email templates can help.

Common invoicing mistakes that delay payment

  • No due date. "Upon receipt" is easy to ignore. A specific date is not.
  • Vague line items. "Services, $5,000" invites questions, and questions pause payment.
  • Sending to the wrong person. Your day-to-day contact often isn't the one who pays.
  • Missing the PO number. Many larger companies can't pay an invoice without one.
  • Making payment hard. If paying means typing in bank details, many clients will put it off.
  • Waiting to invoice. The longer you wait after delivering, the longer you wait to be paid.

How Clientary helps

Clientary numbers your invoices automatically, puts your logo and brand on every one, adds a pay button for card and bank payments, and sends reminders when invoices go overdue. You can also turn tracked time and expenses into invoice lines in a few clicks.

Frequently asked questions

Do I need an invoice number?

Yes. A unique, sequential number lets you and your client refer to the invoice, match payments to it, and keep clean records for taxes. Never reuse a number, even for a cancelled invoice.

Can I send an invoice as a freelancer without a company?

Yes. Use your own name as the business name, and include your address and any tax ID your country requires. Everything else on the invoice works the same way.

What's the difference between an invoice and a receipt?

An invoice asks for payment. A receipt confirms payment was made. Many invoicing tools send a receipt automatically once an invoice is paid.

Should I send an invoice as a PDF or a link?

Either works, but a link to an online invoice with a pay button usually gets paid faster, because the client can pay right away instead of setting up a bank transfer. Attach a PDF too if the client's accounts team needs one for their records.

When should I send an invoice?

As soon as the work, or the milestone, is delivered, while it's fresh for the client. For ongoing work, invoice on a fixed schedule, such as the first of each month.

More guides

Invoice Payment Terms Explained: Net 30 and More

What each common payment term means, how to choose yours, and the wording to use.

How to Charge Late Fees on Invoices

When you can charge a late fee, flat vs percentage fees, and clauses for contracts and invoices.

Payment Reminder Email Templates to Copy

Five reminder emails to copy, from a heads-up before the due date to a final notice.

How to Set Up a Client Retainer, With Template

The kinds of retainer, how to price one, and an agreement template covering overages, unused balance, and cancellation.

What to Include in a Consulting Contract

The thirteen sections every consulting or client services contract needs, with an outline you can adapt.

How to Accept ACH Payments for Invoices

How ACH bank payments compare with cards, how to start accepting them, and how to get clients to pay by bank.

Estimate vs Quote vs Proposal: The Difference

What sets estimates, quotes, and proposals apart, when to use each, and how to make accepting easy.

Hourly vs Fixed Fee: How to Price Client Work

How hourly and fixed-fee pricing compare, the hybrid models in between, and how to choose for each project.