Before you send an invoice, make it easy for the client to answer three questions: what is this for, how much is due, and where should I pay?
Name the work clearly
Write a description the client can recognize from your agreement. “Website maintenance for October” is more useful than “Services.” Separate items when they have different quantities or prices.
Check the recipient and dates
Confirm the billing email, issue date and agreed due date. If someone else approves payments for the client, agree on the correct recipient before sending financial details.
Show the payment instructions
Include the bank or e-wallet account the client should use. Check every account digit. A displayed QR code is another way to share your payment destination; it does not make the invoicing app a payment processor.
Preview the total and PDF
Review the currency, quantities, rates, discounts and any tax you intend to charge. Tax treatment depends on your registration and transaction; confirm it with your accountant. An invoice design alone does not establish tax compliance.
Keep a payment trail
Save the invoice and record confirmed payments against it. If the client uploads a screenshot, verify the actual transfer before marking the bill paid.
Create a free invoice, or follow the first-invoice guide to save and email it from a workspace.