Invoice template

Insight, then Invoice template. Controls the invoice PDF your customers receive.

Field	What to put in it
Business name	The legal or trading name for a tax invoice
Business tagline	Optional line under the name
Business ABN / tax number	ABN, VAT number, EIN or equivalent. Usually required for a compliant tax invoice
Header note	A line at the top, for example a prompt for a purchase order reference
Payment instructions	Bank details, terms, how to pay. The field customers actually read
Footer note	Small print: late payment terms, returns pointer
Accent colour	The document accent, usually your brand colour

Getting it right

• Check the legal name. Your trading name and your registered entity are often different, and the invoice needs the one you invoice under.
• Put the tax number in. In most jurisdictions an invoice without it is not a valid tax invoice, and your customer's bookkeeper will ask.
• Write payment instructions as instructions. "Pay by bank transfer to BSB 000-000, account 12345678, quoting the invoice number" beats "payment on receipt".
• Keep the footer short. A long footer pushes the total onto page two on a big order.

Verify with a real PDF

Download an actual invoice rather than trusting the form. Check the legal name, tax number, tax label and rate, that the totals add up, and that your logo is not stretched.

The tax label and rate come from your tax scheme, not this page.