B2B Invoice Template

B2B invoices should help business clients approve and process payments quickly.

Business references

• PO number (purchase order)
• Service period (month/date range)
• Contract or SOW reference (optional)
• Cost center/department (optional)

Itemized B2B services

• Hourly services
• Retainers for recurring work
• Implementation/setup fees
• Support and maintenance
• Reporting/documentation
• On-site services (if applicable)

Totals

• Subtotal, tax (if applicable), total due
• Payment terms and remittance instructions

B2B payments often go through procurement and accounts payable.

Best practices

• Put PO number near the top of the invoice
• Use a clear service period for recurring billing
• Keep line item names consistent month to month
• Include contract/SOW reference when the buyer requires it
• Add cost center when clients need internal allocation

These details reduce invoice rejections and shorten approval cycles.

B2B services are commonly billed using structured models.

Common models

• Monthly retainer: ongoing services with a defined scope
• Time & materials: hours × rate, often by role or category
• Milestone billing: invoice for project phases (discovery, implementation, rollout)
• Fixed deliverables: defined outputs (audits, reports, implementations)

The invoice should match the commercial agreement and clearly indicate what the client is paying for.

Business buyers may request support documentation.

Common supporting details

• Timesheets by role/category
• Deliverables list
• Monthly reports

Keep the invoice clean and provide detailed backups separately when needed. A “Reporting/Documentation” line item works well when reporting is part of the scope.