How-to

What to Include on an Invoice Before You Send It

Use this simple invoice checklist before sending a customer invoice from Reinvoice.

Reinvoice Team

·Jun 2, 2026·2 min read

Quick answer

Before sending an invoice, make sure it includes your business name and contact info, the client's name and email, an invoice number, the date, itemized services or products with amounts, payment terms, and a due date. These details prevent disputes and make payment processing smoother for both sides.

Reinvoice auto-fills most of these fields from your workspace settings and saved contacts, so you only need to add line items and review before sending. Plans start at $3/month with a 14-day free trial.

An invoice is more than a total. It is the customer’s guide to paying you correctly. Before you send one, make sure it answers the basic questions without needing a follow-up email.

Your business details#

Include your name or business name, email, address, and phone number if customers use it. Add your logo if you want the invoice to feel more recognizable.

Customer details#

Add the customer name and billing email. If a company has a specific billing address or accounts payable inbox, use that instead of a general contact.

Invoice number and dates#

Invoice numbers help both sides find the record later. Dates matter too. Include the invoice date and due date so the customer knows when payment is expected.

Clear line items#

Each line item should include a description, quantity, rate, and amount. If the customer has to ask what a line means, the description is not doing enough work.

Taxes, discounts, and totals#

Review the subtotal, tax, discounts, and total. Reinvoice updates totals as you work, but you should still check the final preview.

Terms and notes#

Terms explain payment timing or policies. Notes can explain payment instructions, project context, or anything the customer needs before paying.

The final test#

Ask one question: could a busy person approve and pay this invoice without asking me anything? If yes, it is ready to send.

In this article

Your business details
Customer details
Invoice number and dates
Clear line items
Taxes, discounts, and totals
Terms and notes
The final test

Written by

Reinvoice Team

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Frequently Asked Questions

What is the most important thing to include on an invoice?▼

A clear due date and payment terms are the most important. Without them, clients have no timeline for payment and your invoice may sit in their inbox indefinitely.

Do I need to include tax information on my invoices?▼

If you collect sales tax, include the tax rate and amount on the invoice. For income tax purposes, keep your own copies of all invoices for your records regardless of what is shown to the client.

Should I include my business address on invoices?▼

Yes, including your business address is a professional standard and may be required for tax compliance in some jurisdictions. Add it once in Reinvoice settings and it appears on every invoice.