Everything you need for correct invoices
Sales tax
Mark items as taxable or non-taxable. Sales tax is calculated automatically.
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). We generate 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.