Invoice template

Updated October 17, 2022

We all receive them, we all (hopefully) pay them, and we don’t like them… Yes, we are talking about invoices!

If you’ve never had your own business and you’re not self-employed, you probably have never had to create an invoice of your own.

On this page, you will find a downloadable invoice template to help you get started. You will also find a quick rundown on how to create an invoice and when to use it.

Downloadable invoice template

Feel free to use this downloadable formal invoice template. Please note that the content of this document is for informational purposes only and has no legal value.

Preview image of an invoice template

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What is an invoice?

In accounting, an invoice (sometimes called a bill) is a document displaying a list of goods or services charged to a client, as well as the sum payable by the buyer to the seller.

When do I create an invoice?

Any legal entity (for example, a corporation) performing a commercial transaction is obligated to create an invoice, no matter the amount of the transaction. The invoice document sanctions the delivery of a good or service in exchange for a payment. Depending on the terms of the invoice, the payment may come before or after the service is rendered.

Who can create an invoice?

Any legal entity (like a private company, a government agency or a self-employed worker) can create an invoice for goods or services rendered.

What information should be included on an invoice?

An invoice must include the following elements:

  • A unique identification number
  • Company/Organization information (legal name and address, contact information, etc.)
  • Buyer’s identity or the commercial name of their company/organization
  • A clear description of the goods and services rendered
  • Delivery date of the goods or services invoiced
  • Invoice date
  • The amount of goods or services invoiced
  • Any applicable taxes
  • The due date for payment to be received (the payment terms)

How should I send an invoice?

You can send your invoice electronically or print it off and send it by mail.

Commonly asked questions

Is it better to send an invoice by mail or through email?

Sending your invoice electronically offers a number of advantages: your invoice won’t get lost, it saves you and your customers time, you don’t have to worry about paying for envelopes and postage, and you help the environment by saving paper.

What taxes do I have to include on my invoice?

Since taxes vary across Canada, you will need to check with your provincial tax authority to see what taxes apply for your invoice.

What is a pro forma invoice?

A pro forma invoice is used by companies as a preliminary sales document that is sent to the customer before the merchandise is expedited. A pro forma invoice will include the following information:

  • The type of merchandise and a description of the merchandise
  • The weight of the merchandise
  • The transportation costs

Looking for more helpful templates? Visit our Template resource centre to find ready-to-use templates for a range of important documents. Or, get an online quote in under 5 minutes and find out how affordable personalized home insurance can be.

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