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Invoice And Delivery Note for the United Kingdom

Invoice And Delivery Note Template for England and Wales

A comprehensive document template designed for use in England and Wales that combines both invoicing and delivery documentation requirements. It complies with UK VAT regulations and commercial law, providing a standardized format for recording sales transactions and tracking deliveries. The template includes mandatory company information, payment details, delivery specifications, and ensures compliance with relevant tax and commercial legislation while serving as both a financial record and proof of delivery.

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What is a Invoice And Delivery Note?

The Invoice And Delivery Note Template is essential for businesses operating in England and Wales that need to maintain accurate records of sales and deliveries. This document serves dual purposes: it provides a formal request for payment and confirms the delivery of goods or services. The template is designed to comply with UK VAT regulations, the Companies Act 2006, and other relevant commercial legislation. It's particularly valuable for businesses seeking to streamline their documentation process by combining invoice and delivery confirmation in a single, legally compliant format.

What sections should be included in a Invoice And Delivery Note?

1. Company Details: Business name, address, registration number, VAT number

2. Customer Information: Name, delivery address, billing address, contact details

3. Invoice Details: Invoice number, date, payment terms, due date

4. Item Description: Product/service details, quantities, unit prices, totals

5. Delivery Information: Delivery date, method, tracking number if applicable

6. Payment Information: Total amount, VAT breakdown, payment methods accepted

What sections are optional to include in a Invoice And Delivery Note?

1. Special Instructions: Any specific handling or delivery requirements, use when special care is needed

2. Order Reference: Purchase order number or reference, use when customer provides one

3. Discount Information: Details of any applied discounts, use when promotional offers apply

4. Terms and Conditions: Reference to standard T&Cs, use for high-value or complex transactions

What schedules should be included in a Invoice And Delivery Note?

1. Delivery Receipt: To be signed upon delivery confirmation

2. Product Specification Sheet: Detailed product information when required

3. Quality Certificate: For products requiring quality certification

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

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Invoice Form

Sector

Sales

Cost

Free to use

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