Use this when the work is complete
This template is for solo service work, including design, therapy, consulting, trades, writing, tutoring, and repairs.
This guide is a practical workflow, not legal or tax advice. Requirements vary by country, tax status, customer type, and contract. Check your local rules before sending.
What to include
For UK VAT-registered business-to-business invoices, GOV.UK describes required invoice details such as a unique invoice number, seller and customer details, clear work description, supply and invoice dates, amounts, VAT if applicable, and total owed. Use those fields as a useful baseline, then adjust for your local rules.
- Your business name, contact email, and payment details.
- The client name and the person or team that handles payment.
- A unique invoice number that you can search later.
- The invoice date, supply date when relevant, due date, and agreed payment terms.
- Plain-language line items that match the work the client approved.
- Subtotal, taxes if applicable, total amount owed, currency, and accepted payment method.
Copy this structure
Keep the invoice short enough for the client to understand in one scan. The payment note should say exactly what they need to do next.
Before you send
- Check the recipient. The person who approved the work may not be the person who pays invoices.
- Confirm the due date. The invoice due date should match the contract.
- Make the payment instructions unmissable. Do not make the client search an old thread for your details.
- Save the invoice number and sent date. Include them in any reminder email.
- Use Crest to create and download an invoice, or send it through Crest to track client activity and payment reports. Check your account and crest the invoice when the money arrives.
Freelancer invoice FAQ
Can I use this freelancer invoice template outside the UK?
Yes, use it as a practical layout, but check your local tax, VAT, sales-tax, recordkeeping, and e-invoicing rules before sending.
Does Crest store the invoice details from this template?
For PDF-only create and download, the invoice generator runs in your browser and Crest does not receive the invoice details or PDF. If you opt in to a Live Invoice, Crest stores the owner-confirmed details needed to host, track, remind, and close that invoice.