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Invoice Statement for Canada

Invoice Statement Template for Canada

A legally compliant Canadian invoice statement is a formal commercial document that itemizes and records a transaction between a buyer and a seller. It must comply with federal and provincial tax regulations, including proper display of GST/HST and applicable PST charges, along with relevant business numbers and tax registration details. The document serves as both a request for payment and an official record of sale, containing all necessary elements required by Canadian tax authorities and business legislation, including detailed item descriptions, tax calculations, payment terms, and both parties' business information.

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What is a Invoice Statement?

The Invoice Statement is a crucial business document used in Canadian commercial transactions to formally request payment for goods or services provided. It serves as an official record of sale and must comply with specific requirements under Canadian federal and provincial legislation, particularly regarding tax reporting (GST/HST and PST where applicable). The document should include mandatory elements such as unique invoice numbers, tax registration numbers, clear itemization of goods or services, and applicable tax calculations. Invoice Statements are essential for business record-keeping, tax compliance, and accounting purposes, and may be issued in paper or electronic format, provided they meet all regulatory requirements. They form the basis for business accounting, tax reporting, and serve as legal evidence of transactions between parties.

What sections should be included in a Invoice Statement?

1. Invoice Header: Contains business name, logo, contact information, invoice number, and date

2. Client Information: Full legal name and address of the client/customer

3. Product/Service Details: Itemized list of products or services, including quantities and unit prices

4. Subtotal Calculation: Sum of all items before taxes and adjustments

5. Tax Calculations: Detailed breakdown of applicable taxes (GST/HST, PST) with registration numbers

6. Total Amount: Final amount due including all taxes and adjustments

7. Payment Terms: Due date and accepted payment methods

8. Footer: Business registration numbers, contact information for billing inquiries

What sections are optional to include in a Invoice Statement?

1. Purchase Order Reference: Include when the invoice relates to a specific purchase order

2. Shipping Information: Required when physical goods are being delivered

3. Discount Details: When early payment or other discounts apply

4. Project Reference: For project-based billing or when multiple invoices relate to a single project

5. Currency Information: When dealing with international transactions or multiple currencies

6. Payment Instructions: Detailed banking or payment processing information when required

7. Late Payment Terms: Information about interest or penalties for late payment

What schedules should be included in a Invoice Statement?

1. Detailed Time Log: For service-based invoices with hourly billing

2. Material Breakdown: Detailed list of materials used for construction or manufacturing invoices

3. Tax Calculation Details: Detailed breakdown of complex tax calculations for multiple jurisdictions

4. Discount Calculation: Detailed calculation of complex discount structures

5. Service Level Details: Breakdown of service levels and associated costs for service contracts

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Canada

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions




















Clauses











Relevant Industries

Retail

Manufacturing

Professional Services

Construction

Technology

Healthcare

Education

Hospitality

Financial Services

Real Estate

Transportation

Energy

Agriculture

Entertainment

Consulting

Relevant Teams

Finance

Accounting

Accounts Receivable

Accounts Payable

Administration

Operations

Tax

Treasury

Credit Control

Business Operations

Relevant Roles

Accountant

Bookkeeper

Finance Manager

Accounts Receivable Clerk

Accounts Payable Clerk

Financial Controller

Business Owner

Office Manager

Finance Director

Billing Coordinator

Tax Specialist

Credit Controller

Small Business Owner

Operations Manager

Administrative Assistant

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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