Billing process

PDF invoice

Definition

A PDF invoice is an invoice saved in Portable Document Format so it looks identical on every device, cannot be edited casually, and is easy to email, print, and archive. PDF is the most widely accepted way to deliver invoices to clients and is sufficient for legal and tax records in most countries.

PDF invoice in practice

Name PDF files predictably, for example Invoice-INV-0042-ClientName.pdf, so both you and the client can find them later. Keep a copy of every PDF you send as your permanent record.

Frequently Asked Questions

Is a PDF invoice legally valid?

Yes in nearly all jurisdictions, provided it contains the required invoice details. Some countries additionally require structured e-invoices for certain transactions.

Related terms

Invoice Website

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