Sales tax
Mark items as taxable or non-taxable. Sales tax is calculated automatically.
What is an invoice?
An invoice is a billing document a business sends to a client after delivering goods or services, requesting payment. A correct invoice in the United States lists the seller and buyer details, a unique sequential invoice number, the issue date, payment terms, an itemized list of products or services with prices, applicable sales tax, and the total amount due.
Everything you need for correct invoices
Best practices
All required fields: invoice number, date, tax ID, and clear itemization.
Clear breakdown
Split labor costs and materials for transparent invoices.
PDF export
Download your invoice as a professional PDF for your records.
Send directly
Send your invoice with one click to your client via email.
Keep records
Save your invoices in your account for a complete overview.
What should be on an invoice?
Your details
- • Business name and address
- • Tax ID / EIN
- • Bank account number
Client details
- • Name or business name
- • Full address
- • Tax ID (for B2B)
Invoice details
- • Unique invoice number
- • Invoice date
- • Payment terms
- • Description of services/products
Amounts
- • Price per unit
- • Quantity
- • Subtotal
- • Sales tax rate and amount
- • Total amount
Frequently asked questions about invoices
What is the difference between a quote and an invoice?
A quote is sent before the work as a price estimate. An invoice is sent after the work as a request for payment. The quote is a proposal, the invoice is a bill.
What sales tax rate should I use?
Sales tax is based on the delivery location (destination-based). Rates vary by state, county, and city. For example, NYC is 8.875%, LA is 9.5%. Check your local rate at your state's tax website. Remember: goods are usually taxable, while most professional services are not.
How do I number my invoices?
Invoice numbers should be sequential. A common system is: year + sequence number (e.g. 2026-001, 2026-002). MakingInvoices.com generates unique numbers automatically.
How long should I keep invoices?
The IRS recommends keeping records for at least 7 years. With an account, your invoices are stored securely for easy access.
What if my client doesn't pay?
Send a payment reminder first after the due date. Then you can send a follow-up. As a last resort, you can use a collection agency or take legal action.