Invoice checklist - useful before sending a PDF
Invoice compliance checklist for small businesses
This checklist helps you review an invoice before sending it to a client. It is general guidance, not tax or legal advice. Always confirm country-specific rules with a qualified accountant.
Create a checked invoiceAdsterra - 728 x 90
Before you download the invoice
Unique invoice numberUse a clear sequence such as INV-2026-001. Avoid duplicate numbers.
Issue date and optional due dateInvoices can have a payment due date. Quotes usually use a validity or expiry date.
Seller detailsAdd company name, business address, email, phone, tax ID and registration number when required.
Client and jobsite addressKeep billing address and chantier / delivery / jobsite address separate when they are not the same.
Line itemsUse clear descriptions, quantities, unit prices, tax rates and totals. Marketplace fees should stay informational unless legally invoiced.
Tax and totalCheck HT/net amount, tax/VAT amount and TTC/gross total. If tax is 0%, add the correct exemption wording.
Adsterra - 728 x 90
Country-specific reminders
FranceSIRET/SIREN, TVA rate or TVA exemption, full addresses, invoice number and legal mentions.
UKBusiness name, address, invoice number, VAT number when VAT-registered, GBP totals and payment terms.
USASeller and buyer details, invoice date, description, sales tax when applicable, USD total and payment instructions.
Germany, Spain, ItalyUse local tax labels, business/tax identification fields and a clear breakdown of net, tax and total.
Adsterra - 728 x 90