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Invoice And Delivery Note for South Africa

Invoice And Delivery Note Template for South Africa

A comprehensive commercial document that combines an official tax invoice with a delivery confirmation note, compliant with South African VAT requirements and commercial law. This document serves dual purposes: it provides a formal request for payment for goods or services rendered while simultaneously acting as proof of delivery. It includes mandatory elements required by South African tax authorities, such as VAT registration details, while incorporating essential delivery information including recipient confirmation, making it a legally valid record of both the transaction and the successful delivery of goods.

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What is a Invoice And Delivery Note?

The Invoice And Delivery Note is a crucial business document used in South African commercial transactions where physical goods are supplied. It serves as both a tax invoice compliant with the Value Added Tax Act 89 of 1991 and a proof of delivery document. This combined format is particularly efficient for businesses as it reduces paperwork while ensuring compliance with tax regulations and providing clear delivery confirmation. The document is commonly used in business-to-business transactions and must include specific information required by South African law, including VAT registration details, company information, and delivery confirmation. It also serves as an important record for accounting purposes and can be used as evidence in case of payment or delivery disputes.

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

1. Company Information Header: Supplier's complete business details including company name, registration number, VAT number, and contact information

2. Customer Details: Full customer information including name, delivery address, billing address, and VAT number if applicable

3. Invoice Details: Invoice number, date, purchase order reference, and payment terms

4. Item Details: Detailed list of items including description, quantity, unit price, VAT rate, and total amount

5. Delivery Information: Delivery date, delivery address, and any special delivery instructions

6. Calculation Summary: Subtotal, VAT amount, and total amount payable

7. Payment Information: Banking details and payment methods accepted

8. Delivery Confirmation: Space for recipient signature, name, date, and time of delivery

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

1. Special Instructions: Used when specific handling, storage, or usage instructions need to be included

2. Terms and Conditions: Include when specific trading terms need to be referenced

3. Return Policy: Required when dealing with returnable items or consumer goods

4. Credit Terms: Include when offering credit payment terms as per National Credit Act requirements

5. Insurance Details: Required for high-value shipments or when specific insurance arrangements apply

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

1. Detailed Packing List: Itemized list of contents with individual package details and weights

2. Quality Certificate: When required for specific products or industries

3. Proof of Insurance: For valuable shipments requiring insurance documentation

4. Product Specifications: Technical details or specifications of products delivered

Authors

Alex Denne

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

Jurisdiction

South Africa

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions

























Clauses




















Relevant Industries

Retail

Manufacturing

Wholesale Distribution

E-commerce

Construction

Agriculture

Mining

Automotive

Healthcare

Technology

Food and Beverage

Logistics

Professional Services

Relevant Teams

Finance

Accounts Receivable

Logistics

Operations

Warehouse

Dispatch

Sales Administration

Supply Chain

Customer Service

Credit Control

Relevant Roles

Accounts Receivable Manager

Finance Manager

Logistics Coordinator

Dispatch Manager

Sales Administrator

Warehouse Manager

Credit Controller

Supply Chain Manager

Financial Controller

Operations Manager

Delivery Coordinator

Billing Specialist

Commercial Manager

Account Manager

Industries





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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