What Details Should I Include on a Sales Invoice?

Even though sales invoices can take different formats, there is certain information that you are legally required to include every time you bill your clients and customers.

There’s also some extra bits that you may want to include as they will help you get paid.

Details to Include on a Self-Employed Sales Invoice

Whether you are VAT registered or not, make sure you include the following:

  • an invoice number;
  • your name and business name, your trading address and contact information;
  • the company name and address of the customer you’re invoicing;
  • a clear description of what you’re charging for;
  • the date the goods or service were provided (supply date);
  • the date of the sales invoice;
  • the total amount(s) owed;
  • Your bank details;
  • Your payment terms for example: upon receipt, 14 days or 30 days;
  • A description of the work carried out;
  • A contact name in your clients organisation;
  • PO number if your client has issued one to you.

If you are VAT registered then include the following:

  • VAT rate being used;
  • VAT being charged;
  • VAT registration number;
  • the total amount owed including VAT.

Details to Include on a Limited Company Sales Invoice

If you have a Limited Company, then you’ll need to include all the above information, as well as the following:

  • Limited Company Name, as per your incorporation certificate;
  • Your Registered Office Address;
  • Company Registration Number.

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Anita Forrest
About Anita Forrest

Anita Forrest is a Chartered Accountant turned entrepreneur who helps the self-employed gain financial confidence when it comes to running the numbers side of their business and filing tax returns with guides, templates and resources on the Go Self-Employed website.