Invoice template

Free Docusign Invoice Template

Use this free invoice template to streamline your billing process, ensure clarity in your transactions, and get paid faster in Australia. This template serves as a professional invoice generator to create compliant requests for payment for your Australian business.

Docusign's free invoice template for Australian businesses is customisable and includes all the necessary fields for a regular invoice. . Once you've completed your invoice using this template, you can securely share the document via a Docusign envelope to the recipient who needs to review the information and make the payment. After the invoice is sent, you’ll be able to securely access the completed record in your Docusign account, and you can still download and print out a hard copy if needed.

Overview

In Australia, an invoice is a critical financial record that documents a transaction between a seller (supplier) and a buyer (customer). It details the goods or services provided, the quantity, the agreed-upon price, and the total amount due.

The type of invoice you issue depends on whether your business is registered for the Goods and Services Tax (GST).

• Tax Invoice: If your business is registered for GST, you must issue a 'Tax Invoice' for any taxable sale over $82.50 (including GST), particularly if the customer requests one. A tax invoice must clearly show the GST amount.

• Regular Invoice: If you are not registered for GST, you issue a 'Regular Invoice' (or 'Basic Invoice') which should not include the words 'Tax Invoice' or any reference to GST.

Importantly, this is not a Tax Invoice, and should only be used in its current form if GST does not apply to the transaction.

Maintaining accurate and timely invoices is essential for healthy cash flow, preparing your Business Activity Statement (BAS), and meeting your income tax return and record-keeping obligations with the Australian Taxation Office (ATO).

Who It's For

This invoice template is designed for a variety of Australian businesses, sole traders, and freelancers who need to formally request payment from a customer.

The template is highly beneficial for:

• Sole Traders and Freelancers: To issue professional and legally compliant invoices, ensuring they include their Australian Business Number (ABN) to avoid having tax withheld from payment by a business customer.

• Small to Medium Businesses (SMEs): For tracking sales, managing accounts receivable, and issuing tax invoices when registered for GST.

• Any Supplier of Goods or Services: Whether providing consulting, construction, retail, or creative services, an invoice formally finalises the sale and initiates the payment process.

Purpose of the Agreement

The primary purpose of the invoice is to formalise the payment request for a completed sale or service. By detailing the transaction, the invoice acts as:

• A Request for Payment: It clearly states the amount owed and the due date, managing cash flow for the seller.

• A Legal Record: It provides a verifiable paper trail for both the seller and the buyer, which is audits, and resolving potential disputes.

Key Clauses and Information

To be effective and compliant in Australia, your invoice should include the following essential information, which is provided for in the Docusign free invoice template:

• Title: Clearly state "Invoice".

• Unique Invoice Number: A sequential number to easily track and reconcile the payment.

• Dates: The date the invoice was issued (Invoice Date) and the date payment is expected (Due Date).

• Seller’s Details:

  • Your full name or Company Name.

  • Your Australian Business Number (ABN).

  • Your business contact information (address, phone, email).

• Buyer’s Details (Bill To): The customer's full name or company name, address, and ABN (if applicable). 

• Itemised Goods or Services: A clear description of each item, the quantity, the unit price in AUD, and the total for that line item.

• Total Amounts: The subtotal and the Total Amount Due.

• Notes & Terms: Space for payment terms, such as late payment fees, or a thank you message.

• Payment Methods: Detailed instructions on "How to Pay," including your bank transfer details (Bank Name, BSB, Account Name, Account Number) and optional methods like PayID, Credit Card (secure link), BPAY, or PayPal. The use of the Invoice No. as a reference is included to help with payment reconciliation.

• Acknowledgment (Optional): Fields for both the supplier and customer to sign, acknowledging the delivery and receipt of the goods/services.