What is an invoice?
An invoice is the formal document a business sends a customer requesting payment for goods or services delivered — the bridge between work done and money received.
What a good invoice contains
The essentials are consistent across industries:
- Who: your business and the customer, correctly identified
- What: line items describing what was delivered
- How much: amounts, taxes where applicable, total
- When: issue date and payment due date
Invoices inside an ERP
Invoicing from the same system that holds customers and deals — as in ERP Mobi — removes re-typing and connects each invoice to its receivable, so 'sent', 'due' and 'paid' are always one glance away.