Nine accounts-payable intake fields, an admin log and a dated CSV you keep - the IRS period of limitations on a business return is generally 3 years.
Your business or legal name, exactly as it appears on your Form W-9:
Your email address, for the confirmation and any payment questions:
Your invoice number:
Invoice date (MM/DD/YYYY):
Total amount due in US dollars - type the cents too, for example 1250.00, and no dollar sign:
PO number or job name - type NONE if you were never given one:
Period this invoice covers, for example 07/01/2026 - 07/31/2026:
Do we already have your current Form W-9? Never type an SSN or EIN on this form:
What this invoice covers - separate line items with a semicolon: