01
Add your business details
Include your legal or trading name, contact details, and GST number if you are registered.
Guide
How to invoice in NZ
If you are still creating invoices in Word or Excel, the basics are simple: include the right information, make payment easy, and keep a reliable record for later follow-up.
02
Use a unique invoice number
Every invoice should have a unique number so you can track it properly later.
03
Describe the work clearly
List the services or products provided, quantities if relevant, and the amount charged.
04
Show the GST treatment
Make it clear whether your invoice is GST-inclusive or GST-exclusive and show the GST amount.
05
Set the due date and payment details
Tell the client when payment is due and how they should pay you.
06
Follow up if it stays unpaid
Track sent, overdue, partially paid, and paid invoices so follow-up is not guesswork.
What software changes
The job is the same, but software removes repeated admin. Instead of copying an old invoice, you keep the company profile, customer list, numbering, PDF output, and follow-up workflow in one place.