The Balance Invoice is a specialized financial document used when there are outstanding amounts from previous transactions that require follow-up. This document type is particularly relevant in South African business contexts where partial payments have been made against original invoices, or when consolidating outstanding amounts from multiple invoices. The Balance Invoice must comply with South African VAT Act 89 of 1991 and include all mandatory elements of a tax invoice. It serves as an official request for payment while maintaining a clear audit trail of the original transaction(s), payments received, and remaining balances. This document is essential for businesses managing accounts receivable and ensuring proper financial record-keeping in accordance with South African legislation.

1. Invoice Header Information: Company details, VAT registration number, invoice number, date, and 'Balance Invoice' clearly marked

2. Client Information: Full legal name, registration number if applicable, VAT number if registered, physical address and contact details

3. Original Invoice Reference: Reference to the original invoice number(s), date(s), and amount(s)

4. Balance Calculation: Clear breakdown showing original amount, payments received, and remaining balance

5. Payment Details: Outstanding amount, payment terms, banking details, and payment reference to use

6. VAT Information: VAT calculations and breakdown as required by South African law

7. Terms and Conditions: Basic terms regarding payment, late fees, and any applicable interest charges