Below is a tax invoice for a plumbing job. Every field on it is there for a reason, and most invoice problems come from leaving one of them off.
accounts@example.co.za
4 Fredman Drive, Sandton
VAT 4870012345
011 000 0000
hello@example.co.za
VAT 4123456789
Reg 2021/000000/07
Issue Date
2026-08-27Due Date
2026-09-26| # | Description | Qty | Rate | Tax | Disc | Total |
|---|---|---|---|---|---|---|
| 1 | Geyser replacement150L, supply and install, including waterproofing | 1 | R 4 850,00 | R 727,50 | - | R 4 850,00 |
| 2 | LabourOn site, per hour | 3 | R 220,00 | R 99,00 | - | R 660,00 |
| 3 | Isolator and drip tray | 1 | R 190,00 | R 28,50 | - | R 190,00 |
Thank you for your business. Payment is due by the date shown above.
Reading it from the top
- Your details and VAT number. Required on a tax invoice. Without your VAT number the document is not valid and your client cannot claim.
- The document type, stated plainly. The words Tax Invoice must appear. Not Statement, not Bill.
- Number and date. Sequential, unique, and the date you issued it.
- The client's details. Required above R5,000 including VAT, and worth including regardless.
- The reference. Job description and the client's purchase order number. This is what finance matches against.
- Line items with quantities. An accurate description of what was supplied, not a single line reading work done.
- Subtotal, VAT and total shown separately. The VAT must be determinable from the document.
- Due date and banking details, with a reference. An unreferenced EFT becomes an unallocated payment.
The three most common omissions
| Missing | What it costs |
|---|---|
| Your VAT number | The invoice is not a valid tax invoice. The claim is disallowed |
| The purchase order number | The invoice sits unmatched in a finance queue |
| A payment reference | The money arrives and nobody knows what it was for |
None of these get the invoice rejected. They get it parked, which is worse, because nobody tells you.
What is deliberately not on it
No logo the size of a poster, no terms in six-point type, no marketing. An invoice is a document that has one job. The clearer it is, the faster it moves through someone else's system.
Common questions
Does it need a logo?
No. It helps clients recognise the document, but nothing about validity depends on it.
Should I show the quote number on the invoice?
Yes, where the work was quoted. It lets the client match the two and reduces queries.
What if I am not registered for VAT?
Then it is an ordinary invoice, not a tax invoice, and you must not show or charge VAT.
Every field above is filled from your saved business and client details.
Create your invoiceDisclaimer: This content is for general information only and does not constitute legal, tax, accounting or financial advice. Always confirm important requirements with SARS, the relevant authority or a qualified professional.
