Saas invoice template
Saas invoice template is used by software-as-a-service companies to bill for subscriptions, usage-based usage, or one-time add-ons. It should show plan name, billing period, quantity or usage, unit price, taxes, and payment method. Clear recurring invoices and dunning (failed-payment) practices improve collection and reduce churn.
Saas invoice template Sample
Saas invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
Saas invoice template
Bill To:
Client Name
Client Address
Client City, Country
Phone: (987) 654-3210
Email: client@example.com
Invoice #: 12345
Date: 2024-10-10
Due Date: 2024-11-10
| Item | Description | Qty | Price | Total |
|---|---|---|---|---|
| Service A | Itemized service or product | 1 | $100.00 | $100.00 |
| Service B | Additional line item | 2 | $50.00 | $100.00 |
| Subtotal | $200.00 | |||
| Tax (10%) | $20.00 | |||
| Total Due | $220.00 | |||
An invoice should include your business or name, the customer’s details, the date and invoice number, and a line-by-line breakdown of what was provided. Including payment terms—such as due on receipt, Net 15, or Net 30—helps you get paid on time and keeps records clear for taxes.
Supporting resources
| Resource | Type | Description |
|---|---|---|
| Stripe SaaS billing best practices | Industry guide | Automate recurring invoicing, offer multiple payment methods, and use dunning to recover failed payments and reduce churn. |
| Recurring invoice setup | Checklist | Define billing cycle, proration rules, tax handling by customer location, and retry logic for failed charges. |
| B2B overdue invoices | Benchmark | A large share of B2B invoiced sales are paid late; clear terms, reminders, and multiple payment options improve collection. |
| Tax compliance for SaaS | Government | Sales tax and VAT on SaaS vary by jurisdiction; automate tax calculation by customer location where required. |
Frequently Asked Questions
- What should a SaaS invoice show for a subscription?
- Plan or product name, billing period (e.g., monthly or annual), quantity or seats, unit price, subtotal, applicable tax, and total. Include a clear due date and payment link if possible.
- How do I handle proration on a SaaS invoice?
- Show the prorated amount for the partial period (e.g., mid-cycle upgrade or downgrade) and the new recurring amount going forward so the customer sees both clearly.
- Should SaaS invoices be sent automatically?
- Yes. Automating recurring invoices reduces errors and ensures they go out on time; pair with automated payment retries and dunning for failed charges.