UK Invoice Checklist for Small Businesses
Create invoices with confidence using this free UK invoice checklist. Designed for freelancers, sole traders and small businesses — work through each section before you send an invoice, so nothing important is missing.
Free to download and share. No sign-up, no email address, no data collected.
The checklist
Invoice details checklist
- Unique invoice number
- Invoice date
- Payment due date
- Description of goods or services
- Total amount due
Business information checklist
- Business name
- Business address
- Contact details
- Company registration details (if applicable)
Customer information checklist
- Customer name
- Customer address
- Customer contact details
VAT invoice checklist
- VAT registration number
- VAT rate
- VAT amount
- Net amount
- Gross amount
Payment information checklist
- Payment instructions
- Bank details
- Payment terms
Based on official UK guidance on invoicing and VAT invoices. The exact fields you need depend on whether you are a sole trader, a limited company or VAT-registered — check official sources when needed.
Put the checklist to work
Free UK Invoice Generator →
Build a compliant invoice with live totals and PDF export.
UK Invoice Template →
Editable invoice template with VAT support.
UK VAT Calculator →
Add or remove 20%, 5% or 0% VAT before you invoice.
What to include on a UK invoice →
The reasoning behind every field on this checklist.
UK Small Business Template Pack →
Invoice, quote, pricing and VAT worksheets in one place.
This checklist is for general information only and does not replace professional accounting advice.