📄 Invoice Template

Corporate Account Invoice Template

Monthly corporate dining invoice. Example: ABC Corp - 47 meals in January = $1,645.

What a monthly account invoice needs

• The account name and account number the client uses internally
• The statement period, with opening and closing balances
• Each transaction dated, with who signed for it or which cost centre it was charged to
• A subtotal per cost centre or department, if the client allocates internally
• Any account discount applied, shown as its own line
• GST and the total now due
• Payment terms and the remittance details

Invoicing an accounts payable department rather than a person

A corporate account is paid by someone who was not there and has no way to verify the detail. Their job is to match your invoice to a purchase order and a cost centre. Anything that stops that match — a missing PO number, a total that does not agree with the sum of the lines, a period that straddles their month end — puts your invoice in a query pile that nobody is watching.

• Cut the statement on their month end, not yours, if they ask you to
• Carry the PO number in the invoice header where their system will read it
• Send it to the accounts inbox as well as your contact, or it will wait for them to forward it

Keeping an account from silently ageing

• Reconcile the account monthly rather than chasing at 90 days
• Agree a credit limit in writing and act on it the first time it is passed
• Put a named contact on your side on the invoice, so a query has somewhere to go

Related templates

General information only — not legal, tax or financial advice. For contracts and tax documents, confirm your obligations with a qualified professional or the relevant authority.