Agree the commercial basics first
Before kickoff, write down billing currency, who pays transfer fees, payment method, and whether any sales tax / VAT / GST applies. Put the same terms on the invoice payment terms field later.
If you are still quoting, use an estimate first — see invoice vs estimate — then convert to an invoice when work is done.
Currency and country defaults
Open the country hub that matches your tax registration, or the market you are registered in. The editor supports many currencies — pick one and keep estimate and invoice aligned.
Show amounts in one currency on the PDF. If you mention an approximate FX rate in Notes, label it as approximate so AP does not treat it as the billed total.
Tax IDs and reverse-charge style notes
B2B cross-border work often needs both parties’ tax IDs and a short legal note when your rules require it (for example reverse charge). Exact wording is local — confirm with a tax adviser.
For UK/EU-style VAT fields, start from the VAT invoice guide. For a field checklist, use what to include on an invoice.
Payment rails that actually clear
List IBAN/SWIFT, local account details, or a payment link the client can use from their country. Add a timeline note such as “Allow 3–5 business days for international wire.”
Match the account name to the From name on the invoice when you can — mismatched names trigger bank holds.
Build the PDF
Follow how to create an invoice: unique number, dates, clear line items, tax only when it applies, then download PDF and send with a short email.
Disclaimer
Cross-border tax and FX rules are complex. This guide helps you format a clear client PDF; it is not tax, legal, or FX advice for your situation.