Invoice template

Small business invoice template

What a general small business invoice needs, a filled-in example mixing products and a service, and how to add sales tax where it applies.

Updated by the ToolsToHelp.Me team

Not every small business fits neatly into one trade template. A print shop, a boutique or a repair business often sells a mix of products and services on the same invoice, and may need to add sales tax on top. This template covers that general case.

Small business invoice example

Here is a filled-in example mixing printed products with an installation service, plus sales tax. Adjust the line items and tax rate to match your own business and state.

INVOICE
Anchor Point Print Shop
orders@example.com
Richmond, VA
Invoice numberINV-2026-201
Issue dateSeptember 21, 2026
Due dateOctober 5, 2026
Bill toMaple & Co. Cafe
Attn: Talia Munro
15 Grove St
Richmond, VA 23220
OrderMenus, decal and business cards
TermsNet 14
DescriptionQtyRateAmount
Custom menu printing100$1.25$125.00
Window decal installation (service)1$85.00$85.00
Business card printing500$0.18$90.00
Subtotal$300.00
Sales tax (8%)$24.00
Total due$324.00
Payment by card, check or the Pay now link on this invoice. Thank you for your order.

What to include on a small business invoice

  • Your business name and contact details. Add your logo if you have one.
  • The client's billing details. Company name, contact person and address.
  • A unique invoice number. A simple sequence such as INV-2026-201 is enough for most small businesses.
  • The issue date and due date.
  • One line per product or service, with quantity, rate and amount.
  • Sales tax, shown as its own line where it applies to your state and what you sell.
  • Payment terms and accepted methods.

How to word your line items

Whether you sell a physical product, a service, or both on the same order, each line should name what was delivered and show a quantity and rate that multiply to the amount shown.

  • Products: "Custom menu printing" with the quantity printed and the per-unit price.
  • Services: "Window decal installation (service)" marked clearly as labor, separate from any materials.
  • Tax: add a subtotal line before tax, then the tax amount, so a client can verify the tax rate applied.

Payment terms for general small business invoices

  • Net 14 or Net 30 for business clients and repeat orders.
  • Due on receipt for one-off retail or walk-in orders.
  • A deposit for custom or large-quantity orders you have to produce before delivery.

Invoice payment terms explained covers how to choose terms for different kinds of customers.

Making the invoice with the Invoice Generator

  1. Open the Invoice Generator and enter the client's details and order.
  2. Add each product or service as its own line, then add a tax line if it applies.
  3. Create a free account to save it. Your work is kept while you sign up, and your logo and accent color appear on every invoice.
  4. Share the invoice link or download the PDF, and see when your client has viewed it.

If you want an overview of everything you have billed, you can export your invoices to CSV so you can review them outside the browser.

Frequently asked questions

What should a general small business invoice include?

Your business name and contact details, the client's name and address, a unique invoice number, the issue and due dates, a line for each product or service, the subtotal, tax if it applies, and the total due.

How do I add sales tax to an invoice?

Show the taxable subtotal, then a separate tax line at your local rate, then the total. The Invoice Generator does not calculate tax automatically, so check your rate and confirm the amount before sending.

Can one invoice mix products and services?

Yes. List each product and each service on its own line with its own price, the same as you would if you only sold one or the other.

What is the right invoice numbering system for a small business?

A simple sequence, such as INV-2026-001 and up, is enough for most small businesses. See how to number invoices for more structured options as you grow.

Do I need to charge sales tax on everything I sell?

It depends on your state or country and what you sell, since many places tax goods and services differently. Check with your state's department of revenue or an accountant.

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