Free template
Invoice checklist
Everything an invoice needs, and what to check before sending.
Make it yours
Free to use and change. No sign-up needed.
How to use it
- Type the client name and use the list to check an invoice before it goes out.
- Tick items in the preview to see how it works. Ticks are not saved.
- Copy it into a note or a task if you want to keep a standing checklist.
Make it work
Three tips before you send it.
- Send invoices the same week the work is delivered, while it is fresh.
- Put the due date where the eye lands, near the total.
- Rules for invoices differ by place. Check what applies to you.
Want this to live in one place with your client instead of a document? See how a client portal works.
More to read and copy
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.