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Billing Statement Form

Billing Statement Form Template for New Zealand

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Key Requirements PROMPT example:

Billing Statement Form

"I need a Billing Statement Form for my professional consulting firm that includes hourly rate breakdowns and GST calculations, with the ability to show both project-based and retainer billing starting from January 2025."

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Document background
The Billing Statement Form is a essential business document used in New Zealand commercial transactions to formally communicate financial obligations between businesses and their customers. It must comply with New Zealand's GST requirements, privacy laws, and consumer protection regulations. This document is typically used for regular billing cycles, one-time charges, or ongoing service arrangements, containing critical information such as transaction details, GST calculations, payment terms, and both business and customer identification details. The form serves multiple purposes including financial record-keeping, tax compliance, and clear communication of payment obligations, while meeting the specific requirements of New Zealand's business legislation.
Suggested Sections

1. Business Details: Company name, GST number, contact information, and business address

2. Customer Information: Customer name, billing address, account number, and contact details

3. Statement Details: Statement number, date, billing period, and payment due date

4. Transaction Summary: Overview of current charges, previous balance, payments received, and total amount due

5. Payment Instructions: Banking details, accepted payment methods, and payment terms

6. GST Summary: Breakdown of GST amounts and calculations as required by NZ law

Optional Sections

1. Credit Terms: Include when offering credit facilities or installment payment options

2. Service Level Details: For service-based businesses, including description of service period and service levels

3. Late Payment Information: Include when there are outstanding balances or specific late payment terms

4. Discount Information: When early payment or other discounts are offered

5. Usage Summary: For utility or usage-based services, showing consumption details

Suggested Schedules

1. Schedule A - Itemized Transactions: Detailed breakdown of individual transactions during the billing period

2. Schedule B - Payment History: Detailed history of previous payments and outstanding amounts

3. Schedule C - Rate Card: Current applicable rates and charges for services or products

4. Appendix 1 - Terms and Conditions: Standard billing and payment terms applicable to the account

Authors

Alex Denne

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant Industries

Retail

Professional Services

Utilities

Telecommunications

Healthcare

Construction

Manufacturing

Technology Services

Education

Hospitality

Financial Services

Transportation

Property Management

Relevant Teams

Finance

Accounting

Accounts Receivable

Billing

Customer Service

Operations

Compliance

Administration

Credit Control

Relevant Roles

Accounts Receivable Manager

Finance Manager

Billing Coordinator

Accounting Manager

Financial Controller

Credit Controller

Billing Administrator

Accounts Officer

Finance Director

Business Manager

Operations Manager

Customer Service Manager

Compliance Officer

Industries
Goods and Services Tax Act 1985: Requires specific information on invoices/billing statements including GST registration numbers, tax amounts, and proper dating for GST purposes
Fair Trading Act 1986: Ensures that billing statements are clear, accurate, and not misleading to consumers, with proper disclosure of charges and terms
Privacy Act 2020: Governs how personal information must be handled, collected, and stored in billing documentation
Consumer Guarantees Act 1993: Relates to the disclosure of consumer rights and guarantees that may need to be referenced in billing statements
Contract and Commercial Law Act 2017: Provides the legal framework for commercial transactions and electronic transactions in billing
Financial Transactions Reporting Act 1996: Relevant for record-keeping requirements and financial transaction reporting obligations
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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