1. Add your business details
Your business name (or your own name if you are a sole proprietor), address, email and phone. Add your logo for a professional look, and a tax ID if your clients need it, such as an EIN in the US or a VAT number in Europe.
2. Add your client's details
The client's name or company, billing address and email. If the client gave you a purchase order (PO) number, include it: many companies cannot pay an invoice without one.
3. Number and date the invoice
Every invoice needs a unique number, usually sequential (INV-0001, INV-0002…). Add the issue date and a due date, typically through payment terms such as Net 15 or Net 30.
4. List what you are billing for
One line per product or service, with a clear description, quantity and rate. Specific descriptions ("Kitchen faucet replacement, Moen 7594") get approved faster than vague ones ("Plumbing work").
5. Add tax, discounts and the total
Apply sales tax or VAT if you charge it, any discount and shipping. Show deposits already paid so the client sees the balance due.
6. Explain how to pay, then send it
Add payment instructions and any late-payment terms, download the PDF and email it to your client. Keep a copy for your records and your taxes.
Frequently asked questions
Do I need a business to send an invoice?
No. Anyone who sells goods or services, including freelancers and sole proprietors, can send an invoice under their own name.
How should I number my invoices?
Use a simple sequential system with a prefix, such as INV-0001. Never reuse a number. InvoiceCrisp Pro numbers new invoices automatically.
Where is my data stored?
Only in your browser, on your device. Your business details, clients and invoices are never uploaded to our servers. Use "Back up data" to keep a copy or move it to another computer.
How do I send the invoice to my client?
Download the PDF and attach it to an email, or send it through your messaging app. PDF opens the same way on every computer and phone.