Understanding Your Invoice PDF

Tabs invoice PDFs include everything your customers need to understand charges, reconcile billing, and pay quickly. This article outlines what appears on the PDF and highlights recent enhancements.

Invoice Summary

Every invoice begins with a clear summary showing:

• Invoice number

• Invoice amount

• Status (e.g., “Due”)

• Invoice date

• Payment terms

• Due date

• Paid balance (as of a specific date)

• Credit balance (as of a specific date)

From / Billing To Information

Each PDF includes:

• Your company name, address, logo, and support email

• Your customer’s billing address and all billing contacts

This ensures recipients know exactly who issued the invoice and where it is being billed.

Payment Instructions

Depending on the payment methods you’ve enabled, the PDF may include:

• Online payment link (Pay now / Notify)

• ACH details

• Check payment instructions

• Remittance address

• Bank name and bank address

Optional Fields

These appear when present on the invoice:

• Purchase order number

• Department ID

• Shipping details

• Invoice memo (e.g., early-payment notes)

Line-Item Details

Each invoice contains a detailed table showing:

• Item name and description

• Quantity

• Unit price

• Amount

• Billing period

• Discounts (line-level and subtotal-level)

Enhancements to Line-Item Transparency

All invoices now include:

• Unit price on every line item

• Line-item subtotals

• Discount subtotals

This gives customers a clear breakdown of charges without ambiguity.

Totals

At the bottom of the invoice, customers will see:

• Subtotal

• Subtotal discounts

• Sales tax

• Total

• Paid amount

• Credit applied

• Remaining balance

Multi-Page Invoices

For longer invoices:

• Key details repeat on page 2

• Line items continue seamlessly

• The footer displays page numbering (e.g., “Page 1 of 2”)

Sample Invoice PDFs

You can view full examples here: