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7 THINGS TO DO before sending an invoice to a customer

Before sending an invoice to a customer, a seller should take a few important steps to ensure that the invoice is accurate and complete. These steps may include:


Confirm the details of the sale

Make sure that you have all the necessary information about the goods or services that were sold, including the quantities, prices, and any applicable discounts.

Review the terms of the sale

If you have a written agreement with the customer, be sure to review the terms of the sale to ensure that the invoice accurately reflects the terms of the agreement. This may include reviewing any payment terms, delivery or shipping details, or warranties.

Determine the applicable tax rate

If you are required to charge sales tax on the goods or services you sell, make sure that you know the applicable tax rate and that the tax is correctly calculated on the invoice.

Check for any errors or omissions

Carefully review the invoice to ensure that there are no errors or omissions. This may include checking that the quantities, prices, and tax calculations are all correct, and that the invoice includes all the necessary details, such as the seller’s contact information and payment instructions.

Consider the format of the invoice

Decide how you want to present the invoice to the customer. You may choose to create a physical copy of the invoice, or you may prefer to send it electronically. If you are sending the invoice electronically, consider the format that will be most convenient for the customer (e.g., PDF, Excel, Word).

Review any applicable laws or regulations

Depending on the nature of your business and the location of your customers, you may need to adhere to specific laws or regulations when it comes to invoicing. Be sure to review any relevant laws or regulations to ensure that your invoice is in compliance.

Communicate with the customer

Before sending the invoice, consider whether it would be helpful to communicate with the customer to clarify any details or to provide additional information. This may help to avoid any misunderstandings or disputes later on.

By following these steps, you can help ensure that your invoice is accurate, complete, and in compliance with any applicable laws or regulations. This can help to make the payment process smooth and efficient, and can help to build trust and confidence with your customers.

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