What to include in a small business invoice
- Specific service description. A plain description of what you did, in place of the words services rendered, because a vague line is the one an accounts team sends back.
- Goods and materials. Products or supplies sold, with quantity and unit price, kept on their own lines so sales tax is applied only where it is due.
- Hours and hourly rate. Hours worked and the rate as two separate figures, so the customer can check the total against the time they know you spent.
- Reimbursable expenses. Costs paid for the customer, such as permits, shipping or parking, at the receipt total on their own line rather than hidden in your rate.
- Sales tax by line. Tax applied to the taxable lines only, with the rate shown, since one invoice can carry both taxable goods and untaxed services.
- Customer PO number. The purchase order or job reference a business customer gave you, since many accounts payable teams cannot approve an invoice without it.
- Deposits and prior payments. Any deposit or earlier payment shown as a deduction, so the balance due is the amount the customer actually still owes.
- Business name and tax permit. Your legal business name and address, plus your sales tax permit number if you collect tax, so business customers can file the invoice correctly.



