How to make an invoice, step by step

An invoice tells your client what they owe, for what, and by when. Start with your details and the client's, give the invoice a number and a date, list each item with its quantity and price, add sales tax if it applies, then show the total and how to pay. The example marks each part.

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Your details

Client

Items and amounts

Amount due$0.00

Your business

Invoice

No. INV-2026-001
Bill to
—
Date
October 25, 2026
Amount due
$0.00
Due by November 24, 2026
Net 30
DescriptionQtyUnit priceAmount
Add a line to get started.
Subtotal$0.00
Total$0.00

Link to your document

Your client opens the document in their browser, can download it and pay if you added a payment link. Logos are not included in the link.

WhatsAppEmail

Tone

Nothing is sent automatically: the message opens in WhatsApp or in your email app.

Replace the due date?

Erase your data?

The draft, the document history, the address book (clients and items) and the settings saved in this browser will be deleted. This cannot be undone.

Erase the whole address book?

All the clients and items kept on this device will be deleted. This cannot be undone.

New document

The current document is saved in “My documents”. Your details and settings are kept; the client and the lines are cleared.

1. Your name and address

Put your business name, address and an email or phone number at the top, so the client knows who is billing and how to reach you. The generator remembers them for next time.

2. A unique number

Give each one its own number and never reuse one: INV-2026-001, then INV-2026-002. The guide to invoice numbers explains the usual formats.

3. The client

Under “Bill to”, write the person's or the company's name and the billing address.

4. The date

The invoice date is the day you issue it. If the work was done on another day, add that date too, under “Number and dates”.

5. Amount due and due date

Terms such as Net 30 mean the client pays within 30 days of the date in step 4. Choose them under “Number and dates”: the due date is printed next to the amount due.

6. One line per item

Describe each product or service so the client recognizes it, with a quantity and a unit price; the amounts and the subtotal are calculated for you. To bill by the hour, use the freelance invoice.

7. Sales tax, if it applies

Sales tax depends on the state and the locality, and some sales are not taxed. Enter the rate that applies: the US invoice guide explains how it works and where to check it, and the sales tax calculator checks a single amount.

8. The total

The total adds the lines and the tax, minus any discount or deposit already paid. It appears under the lines and, as the amount due, at the top.

9. How to pay

Say how you want to be paid: check, ACH transfer, Zelle, PayPal or an online payment link. Under “Payment and notes”, “Insert a payment template” adds a ready line, and a payment link prints a QR code your client can scan.

US invoice from a print shop in Austin, Texas, to a café, with numbered marks on the nine parts described on this page: sender, number, client, date, amount due, lines, sales tax, total and payment
The nine parts of the invoice, numbered as in the steps.

Frequently asked questions

Is there a required format for a US invoice?

We found no federal list of required details. The US invoice guide explains what we found and links to the official sources.

Can I make an invoice without accounting software?

Yes. The invoice generator works in the browser with no account, and downloads the invoice as a PDF or sends it as a link.

What comes after the invoice?

When the client pays, you can give a receipt. If the due date passes, send a payment reminder.