# Invoice Preparation Checklist

Every invoice should include your business name and contact, the customer, an invoice number and date, the work and quantities, rates, any tax that.

Source page: https://cheapcheapwebsites.com/small-business-guides/tools/invoice-preparation-checklist/
Updated: October 6, 2026

Every invoice should include your business name and contact, the customer, an invoice number and date, the work and quantities, rates, any tax that applies, the total, the due date and how to pay.

## Use the tool

### Header

 Business name, address and contact Customer name and contact Invoice number and date

### Detail

 Description of work or items Quantities and rates Taxes if applicable (confirm with your tax professional) Total due

### Terms

 Due date Payment methods Late or deposit terms if anyClear checklistNo email needed. Your progress is saved only in this browser on this device.

## How it works

Number invoices in order and track them until paid.

## Common questions

### Do I need to charge sales tax?

It depends on what you sell and where. Ask your state revenue department.

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