Invoices - what should you include?

When you’re running a small business or working for yourself as a freelancer or contractor, getting paid will generally rely on sending an invoice. And because getting paid, and on time, is essential to staying afloat, it’s important to make sure that you’ve got all the important info included.

If a customer asks you for a tax invoice, provide one within 28 days. Your invoice needs to contain the following:

  1. The words ‘tax invoice’, ideally as a heading.
  2. Your business or trading name.
  3. The recipient's name and address.
  4. Your contact details- these aren’t technically required for invoices for under $1000, but it’s a good idea to include them in case the recipient needs to get in touch.
  5. Your GST number.
  6. The date you’re issuing the invoice.
  7. An itemised list of what you’re invoicing for, including a description and the price for each item or service.
  8. The amount of GST, or a statement that GST has been included in the price.

If you are using accounting software simply fill in the templates or you can see some examples of invoices on the IRD website.  

A well set out invoice will make it easier for your clients and customers to pay you. At PKF Bredin McCormack Rewcastle we encourage our clients to use Xero accounting software.

With Xero you can:

Talk to one of our Xero experts today about your invoicing to ensure you make it easy for people to pay you. We work with our clients on their strategy, their business plan and helping them grow their business.
Call us today on 03 474 0475 and we'll be happy to get you started.

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