E invoicing Checklist

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E invoicing Checklist

E invoicing checklist is here to make sure you don’t forget an important item when sending out e-invoices.

As the World is evolving and becoming ever more digital, so have the methods by which we create, manage and send out invoices.

What is E Invoice?

E Invoicing is an electronic invoicing method that can also be referred to as e-invoicing, billing and electronic billing.

Invoices are a way to track and show customers and the tax authorities what happened in the process of a business transaction.

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Creating E Invoice

You can create your own e-invoice on your computer using Microsoft word or use an E Invoice service or online accountancy services to help create and manage your invoicing.

Like paper invoices, you must keep your invoices safe and be able to hand over your e-invoices if requested by the tax inspector/auditor.

Remember you need to save invoices for as long as required by law in your country, whether paper or digital invoices.

E Invoicing Checklist

If you want to create your e invoice we have created this e invoicing checklist to ensure you don’t miss important items of the invoice. These items could slow down receiving payment which is critical for most businesses.

E invoicing Checklist

Name, Address & References

Business Name, address and any person or department the invoice should directed to.

Internal reference needed to be included.

Invoice Number

Every e invoice/ invoice needs a individual identification number.

Invoices are usually numbered consecutively.


Date the service or product was delivered to the customer /client.

Date of purchase, date of completion or a period which the invoice applies to e.g monthly, quarterly or yearly.

Payments Received

Deposits or payment or monies received before including the date when this money was received.


VAT (Value Added Tax ) figures, your VAT number and the customer VAT number.

EU VAT – Intra Community Supplies between another EU Member State “Reverse VAT charge” can apply. Reverse VAT charge means you are both the supplier and the client.

Legal Entity Identifier

You business official registration numbers

Business Number only applies to businesses incorporated and registered at Companies House.

Include your VAT registration number.


State the currency the invoice is due in.

Include a price excluding VAT and amount of the VAT

Display any discounts or special offers discussed or bulk discounts.

Clearly define the total amount that has to be paid.

Bank Details

Bank Account Number

BIC (Bank Identifier Code) – BIC code Search

SWIFT Code – address assigned to a bank to send payments quickly and accurately.d

IBAN (International Bank Account Number)/SEPA (Single euro payments area ) number: International customer can pay your invoice.

If you have found E invoicing checklist helpful, we have also created Invoice Process Checklist and  Invoice Preparation Checklist, which might be of help

Frequently asked questions
Looking for more info? Here are some things we're commonly asked
  • Why is a Checklist Important?

    Does the running of your business include several repetitive tasks? If there’s no guidance or procedure in place, it’s possible for some of the steps in the process to get forgotten. This is why checklists are important.

    People get distracted, and when something gets forgotten, it’s much harder to recover than if they’d completed the task right in the first place.

    Guidance every step of the way makes sure something is completed perfectly every time.

    Read More: Why is a Checklist Important?

  • Checklist To Reduce Mistakes

    We all carry enormous knowledge and experience that we want to apply effectively, but we are all prone to make mistakes. There’s only so much we can store in our heads without forgetting something. How to maximise our use of knowledge?

    The simple answer to this problem is to use checklists.

    Read More:  Power Of A Simple Checklist To Reduce Mistakes

  • What types of checklist are there?

    How many types of checklists are there? Two. What are the two types of checklists? Read-Do and Do-Confirm checklists are about how you use checklists.

    Read More: Types of checklist: What are the two most powerful Checklist Types?

  • Checklist Software

    A checklist is a way to document each step needed to complete a task. A detailed set of instructions, a guide of how something is done. 

    Checklist software allows you to document every step of a process to be used over and over again.

    Read More: Checklist Software

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