Invoice Knowledge Base

Invoice Number

Unique identifier for the document. Learn why it is critical for tracking and compliance.

Issue Date

Date the invoice is created. Essential for establishing tax points and payment timelines.

Due Date

Date payment must be received. Definitive deadline prevents late payments.

Sender Details

Contact information of the service provider. Required for legal identification.

Client Details

Contact information of the payer. Essential for legally binding demands for payment.

Line Items

Breakdown of goods or services. Justifies the total amount and clarifies deliverables.

Tax / VAT

Government levies on goods or services. Critical for legal collection of revenue.

Shipping

Costs associated with transport. Covers logistics and delivery expenses.

Discount

Reduction in total price. Used to incentivize early payment or reward loyalty.

Payment Details

Instructions on how to pay. Enables the actual transfer of funds.

Notes

Additional terms or messages. Clarifies conditions and adds a personal touch.

PO Number

Purchase Order reference. Connects the invoice to client approval systems.

Service Date

Date of actual delivery. Distinct from issue date and crucial for tax points.

On Behalf Of

Agency declaration. Specifies when an invoice is issued by a representative.

Refund Policy

Terms for returns and cancellations. Clarifies consumer rights and business processes.

Logo

Brand identity visual. Adds professionalism and immediate recognition.

Currency

Monetary unit. Defines the value and exchange medium of the transaction.

Tax Exemption

Legal justification for 0% tax. Required for audits and cross-border trade.

Cover Page

Document title page. Adds polish and branding to high-value invoices.

Thank You Page

Closing expression of gratitude. Strengthens client relationships.