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What to include on a accounting invoice
Service periods
State the month or tax year each service relates to.
Recurring and one-off fees
Separate monthly bookkeeping from filings and advisory time.
Filing or registration fees
List government or filing fees you paid on the client's behalf as separate lines.
Tax treatment
Add the tax rate that applies to your services.
Payment terms
Include due date and bank details.
Tips for getting paid on time
- Agree on a fee schedule in writing and mirror its wording on invoices.
- Issue monthly invoices on the same day each month.
- Keep copies organized by client and year.
Invoice requirements such as tax IDs, VAT or sales tax lines and numbering differ by country. Check what your local tax authority requires and include those details on your invoice.
Frequently asked questions
Can I add a tax line?
Yes. Enter the tax rate and the amount is calculated automatically.
Do you store my clients' details?
No. Invoice details are processed in your browser and are not uploaded to our servers.