An invoice your client
can act on.

A useful invoice tells the person paying it what was delivered, what they owe, and what to do next. Start with the details they need to approve it.

Before you send

1. Use your correct business identity and the client’s billing name.
2. Give the invoice a unique reference and an issue date.
3. Describe the service, quantity or hours, and agreed rate.
4. Show discounts and each applicable tax separately. Confirm your own tax obligations.
5. State the currency, total, any partial payments, and remaining balance.
6. Include a due date and the payment instructions agreed with the client.

Use the free invoice template ↗

An example description

“Website design — homepage and contact page, final files delivered September 24” is more useful than “design work.” If the client uses a purchase-order number, include it in your notes.

When a simple generator isn’t enough

If you need regulated e-invoicing, automatic bookkeeping, payroll, jurisdiction-specific filing or a shared cloud ledger, use a service designed for those requirements. This tool prepares a document; it does not certify it.

Keep your records

Save both the final PDF and an editable backup. Canadian businesses can review the CRA’s books and records guidance and seek qualified advice for their situation.