The billing event happened
The client should feel that this is the real invoice now, not a placeholder for something that still has to happen first.
Real billing step
Final Invoice Template
Use this template when the billing moment is real. The work is complete, the delivery has reached the invoice stage, or the remaining balance is now actually collectible. A final invoice should not behave like a deposit request, a prepayment placeholder, or a proforma workaround once the real billing step has arrived.
What the final invoice should make obvious
Any prior payment is already accounted for
If there was a deposit, show it clearly so the remaining balance feels correct and trustworthy.
The amount due now
The balance due should be the clearest number on the page, followed by the due date and payment instructions.
Choose the right neighboring option
Stay on final invoiceUse this when the client should now pay against the actual invoice record, not a pre-final document.
Current fitMove back to proforma invoiceUse proforma if you still need approval, deposit collection, or prepayment before the real invoice should exist.
Step backReview final invoice helpUse the help page when the invoice fit is right but the reader still needs the boundary clarified.
Open helpUse the deposit handoff guideUse this when the only blocker is how to show prior payment and remaining balance cleanly.
See related guideWhat often belongs on the page
- Invoice number and billing datesThe client should know this is the actual invoice record now.
- Line items or final balance logicThe page should show what is being billed now, not leave the amount disconnected from the work.
- Prior deposit if one existsShow the earlier payment separately so the remaining balance is unambiguous.
- Balance due and payment instructionsMake the next action obvious once the client reaches the totals block.
When should I use a final invoice?
Use it when the billing event is real and the document should now act as the actual invoice for collection and recordkeeping.
Should a final invoice include a prior deposit?
Yes. If the client already paid a deposit, show it clearly so the remaining balance feels correct and easy to verify.
When should I not use a final invoice?
Do not use it when the workflow is still in approval, deposit, or prepayment stage and the invoice should not yet exist as the real billing record.
Need the final invoice now?
Open the final invoice sample, keep any prior payment visible, and let the balance-due block do the work instead of overexplaining the billing stage in notes.