Letter Invoice Template for United States

The Letter Invoice is a specialized billing document format that serves dual purposes: it acts as both a formal business letter and an official invoice, making it particularly suitable for professional services and business-to-business transactions in the United States. This document type is commonly used when businesses want to maintain a more personal and professional relationship with their clients while still meeting all legal and accounting requirements. A Letter Invoice typically includes sender and recipient details, invoice number, itemized charges, payment terms, and tax information, all presented in a letter format. It must comply with U.S. federal tax regulations and state-specific requirements for invoice documentation. This format is especially valuable for service-based businesses, consultants, and professionals who want to convey billing information while maintaining a formal business correspondence tone.

1. Letterhead: Company logo, name, address, contact information, and other business details of the sender

2. Date: Current date or invoice date

3. Invoice Number: Unique identifier for the invoice

4. Recipient Details: Client's name, company name, address, and relevant contact information

5. Subject Line: Clear indication that this is an invoice, including reference numbers if applicable

6. Opening Salutation: Professional greeting to the recipient

7. Itemized List of Charges: Detailed breakdown of products/services, quantities, rates, and amounts

8. Subtotal: Sum of all charges before taxes and adjustments

9. Tax Details: Applicable taxes and rates

10. Total Amount Due: Final payable amount including all taxes and adjustments

11. Payment Terms: Due date and accepted payment methods

12. Closing: Professional closing with contact information for billing questions