- Event name, dates and venue
- A wedding spans several functions over days. List the functions covered, such as haldi, sangeet and reception, with dates and venue addresses, so the invoice matches the contract and the place of supply is clear.
- Package or scope reference
- Planners sell tiered packages. Naming the package and attaching the scope sheet, such as decor coordination, guest hospitality and vendor management, shows what the fee covers and limits scope creep disputes.
- Instalment schedule
- Payments usually come as booking amount, mid-way and final. Show which instalment this invoice covers, the cumulative amount billed and the balance, so the family can follow the payment trail.
- Vendor-wise recharges
- Decorators, photographers, caterers and entertainers may be billed through the planner. List each vendor's name, service and amount so the family can see exactly where money went and how it was taxed.
- Pure-agent disclosure
- Where the planner pays a cost strictly on the family's behalf and in their name, mark it as reimbursement as pure agent and attach the original vendor bill. This is what lets the amount stay outside the planner's taxable value.
- Guest count and room block
- Hospitality packages are priced per guest or per room night. Recording the guest count, rooms blocked and dates explains the hospitality line and helps settle extra-room charges after the event.