Looking for more helpful templates? Visit our Template resource centre to find ready-to-use templates for a range of important documents. The type of merchandise and a description of the merchandise.A pro forma invoice will include the following information: What is a pro forma invoice?Ī pro forma invoice is used by companies as a preliminary sales document that is sent to the customer before the merchandise is expedited.
Since taxes vary across Canada, you will need to check with your provincial tax authority to see what taxes apply for your invoice. What taxes do I have to include on my invoice? Sending your invoice electronically offers a number of advantages: your invoice won’t get lost, it saves you and your customers time, you don’t have to worry about paying for envelopes and postage, and you help the environment by saving paper. Commonly asked questions Is it better to send an invoice by mail or through email? You can send your invoice electronically or print it off and send it by mail. The due date for payment to be received (the payment terms).The amount of goods or services invoiced.Delivery date of the goods or services invoiced.A clear description of the goods and services rendered.Buyer’s identity or the commercial name of their company/organization.Company/Organization information (legal name and address, contact information, etc.).What information should be included on an invoice?Īn invoice must include the following elements: Who can create an invoice?Īny legal entity (like a private company, a government agency or a self-employed worker) can create an invoice for goods or services rendered.
Depending on the terms of the invoice, the payment may come before or after the service is rendered. The invoice document sanctions the delivery of a good or service in exchange for a payment. When do I create an invoice?Īny legal entity (for example, a corporation) performing a commercial transaction is obligated to create an invoice, no matter the amount of the transaction. In accounting, an invoice (sometimes called a bill) is a document displaying a list of goods or services charged to a client, as well as the sum payable by the buyer to the seller.
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