business & industrial

Invoice checklist for freelancers and small businesses

A practical checklist for preparing clear invoices, checking totals, and exporting a PDF for clients.

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1

Include your business and client details

2

Assign a unique invoice number and issue date

3

Describe each service or product, quantity and rate

4

Check subtotal, tax, discounts and total due

5

Specify the due date and payment details

6

Review the invoice and export a PDF with Invoiceize: https://invoiceize.com/