---
title: "Rental Invoice Template for Equipment and Property"
canonical: https://luckpanda.app/templates/rental-invoice-template
language: en
updated: 2026-10-09
content: full
---

# Rental invoice template

**What should a rental invoice include?** A rental invoice bills a customer for the use of something you still own. It identifies each item or property, the rental period with out and return dates, the rate basis (hourly, daily, weekly, 4-week or monthly), extra charges such as delivery, fuel, damage waiver or late return, any deposit and deductions from it, tax where it applies, and the total due with the payment terms.

- Name each item by model and serial or fleet number, or the property by unit and address.
- State the rate basis on every line so the customer can check the period charged.
- A refundable deposit is not a charge: note it, and bill only what you keep, with the reason.
- Tax depends on what is rented and where: equipment rentals are taxable in most US states; residential rent usually is not.

Free online tool: https://luckpanda.app/templates/rental-invoice-template (create on screen, no account needed).

## What a rental invoice is for

A sale invoice transfers something for good. A rental invoice charges for **time** with something that comes back to you: an excavator, a scissor lift, a party tent, a car, an apartment, a shop unit. So the invoice has to pin down three things a sale invoice does not: exactly **which item** went out, **for how long**, and **in what condition** it came back.

| Rental type | Usually billed | What the invoice must show |
| --- | --- | --- |
| Equipment and tool hire | After return, or every 4 weeks on long hires | Fleet or serial number, out and back date and time, meter readings, rate basis |
| Event and party rentals | Before the event, with a deposit | Items and quantities, delivery and collection times, breakage terms |
| Vehicle rental | At return | Vehicle and plate, mileage out and in, fuel level, days charged |
| Residential rent | Monthly in advance | Unit, rent period, utilities or service charges on their own lines |
| Commercial rent | Monthly or quarterly in advance | Premises, period, rent, service charge, tax (VAT or GST where applicable) |
| Storage units | Monthly in advance | Unit number and size, period, insurance or protection plan |

## How to fill in this rental invoice template

1. **Add your company and the customer** Enter your business details and the customer, with their account, job or PO number in the notes.
2. **Describe each item and period** One line per item: model and fleet or serial number, out and return dates and times, and the rate basis. For property, the unit and the rent period.
3. **Bill at the right rate** Use the cheapest combination of daily, weekly and 4-week rates, or the monthly rent, prorated if the period is partial. Add delivery, fuel, cleaning and damage waiver on their own lines.
4. **Set tax per line** Apply your state or local rate to the taxable lines only. In the UK add VAT at 20% to equipment hire, or to commercial rent if you have opted to tax; in India apply GST at 18% to commercial rent.
5. **Record the deposit and terms** Note the deposit taken and released in the notes, and the late-return and damage terms in the terms field.
6. **Sign in to issue** Sign in to number the invoice, keep it on the customer's account and record the payment; monthly rent can be set up as a recurring invoice. Issuing and sending need the Sales module.

## Example: a week's excavator hire

Ironwood Equipment Rentals in Tulsa rents a 3.5-tonne compact excavator to Prairie Edge Excavating for a job that runs from Tuesday 6 October to Monday 12 October, with a hydraulic breaker on two of those days. The machine goes out on a delivery truck and comes back with the hour meter 39.5 hours higher and the tank 9 gallons down.

![Example equipment rental invoice from Ironwood Equipment Rentals, Tulsa, to Prairie Edge Excavating LLC under rental agreement RA-20931: compact excavator at the weekly rate, hydraulic breaker for two days, delivery and pickup, 12% damage waiver and diesel refill, total $2,313.25, with deposit and late-return notes.](https://luckpanda.app/img/guide/en--rental-invoice-template--equipment-rental-invoice.svg)

*An equipment rental invoice. The rental period, meter readings and deposit are on the face of the invoice so the customer can check every charge. The numbers match the worked example below.*

1. **Rental agreement number**: the contract that sets the rates, damage terms and return date.
2. **Customer** and, in the meta block, their **PO or job number** so their accounts team can approve it.
3. **Out and return date and time**, and **meter readings** for machines billed on use.
4. **Each item by fleet or serial number** with its **rate basis**: weekly for the excavator, daily for the breaker.
5. **Total** of the rental and the extras (delivery, damage waiver, fuel), each on its own line so tax can be set per line where your state taxes them.
6. **Deposit and condition**: what was taken, what was released, and the late-return rule.

**The numbers: invoice IER-2026-1187**

| Item | Qty | Rate | Amount | Tax |
| --- | --- | --- | --- | --- |
| Compact excavator 3.5 t, fleet no. EX-114, out 6 Oct 07:00, back 12 Oct 16:30, weekly rate | 1 | $1,450.00 | $1,450.00 | $0.00 |
| Hydraulic breaker attachment, daily rate, 8 and 9 October | 2 | $175.00 | $350.00 | $0.00 |
| Delivery and pickup, round trip | 1 | $250.00 | $250.00 | $0.00 |
| Damage waiver, 12% of equipment charges | 1 | $216.00 | $216.00 | $0.00 |
| Diesel to refill on return, per gallon | 9 | $5.25 | $47.25 | $0.00 |
| Subtotal |  |  | $2,313.25 | $0.00 |
| Total |  |  |  | $2,313.25 |

The customer owes $2,313.25. The excavator was out for seven rental days, and the weekly rate ($1,450.00) is far cheaper than seven daily charges ($2,975.00). Oklahoma taxes equipment rentals, so in practice you set your combined state and local rate on the taxable lines; a separately stated optional damage waiver is not part of the taxable rental charge in Oklahoma.

## Daily, weekly and 4-week rates, and how to prorate

Equipment rental companies publish a daily, a weekly and a 4-week (28-day) rate. A week usually costs three to four days and four weeks two and a half to three weeks. The fair way to bill, and what most rental agreements promise, is the **cheapest combination** of rates for the time the item was out. Using the excavator's rates of $425.00 a day, $1,450.00 a week and $3,900.00 for four weeks:

| Days out | Combinations | Charged |
| --- | --- | --- |
| 3 | 3 days = $1,275.00; 1 week = $1,450.00 | $1,275.00 |
| 7 | 7 days = $2,975.00; 1 week = $1,450.00 | $1,450.00 |
| 10 | 1 week + 3 days = $2,725.00; 2 weeks = $2,900.00 | $2,725.00 |
| 12 | 1 week + 5 days = $3,575.00; 2 weeks = $2,900.00 | $2,900.00 |
| 20 | 3 weeks = $4,350.00; 4 weeks = $3,900.00 | $3,900.00 |

Define a rental day in the agreement: most companies count 24 hours from pickup, or a calendar day with a return deadline, and many do not charge weekends on daily hires. Machines may also carry an hours cap (commonly 8 hours a day, 40 a week) with overtime billed per meter hour; the meter readings on the invoice prove it.

### Prorating monthly rent

When a tenancy or a long hire starts mid-month, the first invoice charges a part month. There is no single legal method; the lease should say which one applies. For $2,400.00 a month and a move-in on 12 October (20 days of October including the 12th):

| Method | Daily rate | Rent for 20 days |
| --- | --- | --- |
| Actual days in the month (31) | $2,400.00 ÷ 31 | $1,548.39 |
| Banker's month (30 days) | $2,400.00 ÷ 30 = $80.00 | $1,600.00 |
| Annual rent ÷ 365 | $28,800.00 ÷ 365 | $1,578.08 |

Whichever you choose, show the calculation in the line description ("Rent 12 to 31 October, 20/31 of $2,400.00") so the tenant can check it, and use the same method at move-out.

## Deposits, damage, late returns and other charges

- **Security deposit.** A refundable deposit is the customer's money held as security, not income, so it does not go on the invoice as a charge. Record it in the notes ("$500 deposit taken on card at pickup"). If you keep part of it, bill the amount kept as its own line with the reason and attach the evidence: photos, repair invoice, cleaning time.
- **Damage.** Bill repairs at the cost or rate the agreement sets, as a separate line ("Replace cracked bucket tooth, parts and 1.5 hours labor"). If the customer bought a damage waiver, it usually covers accidental damage up to a limit but not misuse, theft or tires and glass; say which applies.
- **Damage waiver.** An optional charge, typically 10 to 15% of the rental, that limits the customer's liability for accidental damage. It is not insurance. Its tax treatment differs by state (below).
- **Late return.** Charge the extra time at the rate the agreement sets, usually the daily rate until the item is back, and show the actual return date and time.
- **Delivery and pickup, fuel, cleaning.** Each on its own line. Fuel is usually billed per gallon or liter to refill, at a rate above the pump price to cover the service.
- **Loss.** If an item is not returned, bill its replacement value as set in the agreement, net of any rent already paid if the agreement says so.

**Part of a deposit kept: party rental with breakage**

| Item | Qty | Rate | Amount | Tax |
| --- | --- | --- | --- | --- |
| Deduction from $300.00 deposit: 6 broken wine glasses, replacement cost per glass | 6 | $4.50 | $27.00 | $0.00 |
| Deduction from deposit: extra cleaning of linen, red wine stains, per tablecloth | 4 | $12.00 | $48.00 | $0.00 |
| Subtotal |  |  | $75.00 | $0.00 |
| Total |  |  |  | $75.00 |

The customer is charged $75.00 for breakage and cleaning, taken from the $300.00 deposit; the remaining $225.00 is refunded. The invoice shows the deduction, the reason and the refund, so the customer sees exactly where the deposit went.

## Sales tax on equipment rentals in the US

Most states with a sales tax treat a rental of tangible goods as a sale and tax every payment. The differences are in the details: whether delivery and damage waivers are taxed, whether an operator turns the rental into a service, and whether a city adds its own rental tax.

| State | Rental charge | Damage waiver | Delivery | With operator |
| --- | --- | --- | --- | --- |
| Oklahoma | Taxable | Optional waiver not taxable if separately stated | Check with the Tax Commission | Treated as a service, not taxable |
| Texas | Taxable, including all charges in the lease unless separately stated and nontaxable | Taxable; charges for items destroyed or lost are not | Taxable when billed by the lessor | Generally treated as a service |
| California | Taxable as a sale; late charges are not part of the rental | Mandatory waiver taxable; optional, separately stated charges unrelated to the rental are not | Depends on how it is billed | Depends on the arrangement |
| Illinois | Taxable from 1 January 2025: the lessor collects sales tax on each payment | Follow IDOR guidance | Follow IDOR guidance | Follow IDOR guidance |

Illinois is the recent change: until 2024 the lessor paid use tax when it bought the equipment and charged no tax on the rental; since 1 January 2025 a lease of tangible personal property is a retail sale, sourced to where the item is located. In Chicago, rentals subject to the city's Personal Property Lease Transaction Tax are exempt from the state tax instead.

**Texas: the same hire at a combined 8.25% rate, on every lessor charge**

| Item | Qty | Rate | Amount | Tax |
| --- | --- | --- | --- | --- |
| Compact excavator, weekly rate | 1 | $1,450.00 | $1,450.00 | $119.63 |
| Hydraulic breaker, daily rate | 2 | $175.00 | $350.00 | $28.88 |
| Delivery and pickup by our truck | 1 | $250.00 | $250.00 | $20.63 |
| Damage waiver, 12% of equipment charges | 1 | $216.00 | $216.00 | $17.82 |
| Subtotal |  |  | $2,266.00 |  |
| Tax 8.25% |  |  |  | $186.96 |
| Total |  |  |  | $2,452.96 |

In Texas the rental, the delivery billed by the lessor and the damage waiver are all taxable, so tax of $186.96 is charged on $2,266.00 (worked out line by line). A charge for a lost or destroyed item would be billed without tax.

## Rent invoices for residential and commercial property

Landlords often do not need an invoice at all: the lease fixes the rent and the tenant pays on the due date. Invoices become useful when the amount changes (utilities, service charges, part months), when a business tenant needs one for its accounts, and wherever rent carries VAT or GST.

- **Show the period** ("Rent for November 2026") and the unit or premises, not just "rent".
- **Separate rent from recoverable charges**: water, trash, common-area maintenance, parking, each on its own line.
- **Late fees** only as the lease and state law allow; many states cap them.
- **Proof of payment**: an invoice asks for payment; once the tenant pays, issue a [rent receipt](https://luckpanda.app/templates/rent-receipt-template).

### Sales tax on rent in the US

Long-term residential rent is not subject to sales tax in any state, and Arizona cities have been barred from levying their transaction privilege tax on residential rentals since 1 January 2025 (commercial rentals remain taxable in many Arizona cities). Florida, long the only state with a statewide sales tax on commercial rent, repealed it with effect from **1 October 2025**; rent for periods through September 2025 stays taxable even if paid later. Short stays, parking and storage are often taxed differently from leases, so check them separately.

**Monthly rent invoice with a prorated first month**

| Item | Qty | Rate | Amount | Tax |
| --- | --- | --- | --- | --- |
| Rent, unit 3B, 12 to 31 October 2026 (20/31 of $2,400.00) | 1 | $1,548.39 | $1,548.39 | $0.00 |
| Rent, unit 3B, November 2026 | 1 | $2,400.00 | $2,400.00 | $0.00 |
| Covered parking space P14, November 2026 | 1 | $75.00 | $75.00 | $0.00 |
| Subtotal |  |  | $4,023.39 | $0.00 |
| Total |  |  |  | $4,023.39 |

The first invoice covers the part month and the first full month: $4,023.39.

## UK VAT and India GST on rentals

### United Kingdom

**Equipment and vehicle hire** is standard-rated at 20% when the hirer is VAT-registered. **Residential rent** is exempt. **Commercial property rent** is exempt by default, but the landlord can **opt to tax** the building (VAT Notice 742A), after which rent is standard-rated and the landlord can recover VAT on its costs. The option cannot apply to dwellings. A landlord who has opted to tax must issue VAT invoices for the rent; parking, storage and hotel accommodation are normally standard-rated whatever the option.

### India

- **Commercial property** (SAC 997212): GST at 18%, charged by a registered landlord. The place of supply is where the property is, so a landlord and tenant in the same state charge CGST and SGST.
- **Unregistered landlord, registered tenant**: since 10 October 2024 the tenant pays GST on renting of commercial immovable property under **reverse charge** (Notification 09/2024-CT(Rate)); since 16 January 2025 tenants under the composition scheme are excluded (Notification 07/2025-CT(Rate)).
- **Residential dwelling used as a residence**: exempt, except when rented to a GST-registered person, who pays 18% under reverse charge (from 18 July 2022). A proprietor renting in a personal capacity for their own residence is not caught (from 1 January 2023).
- **Equipment rental without an operator** (heading 9973) is taxed at the same rate as a sale of the same goods, so it follows the post-22 September 2025 rate of the machine.

**India: monthly rent invoice for an office in Bengaluru**

| Item | Qty | Rate | Taxable value | Tax |
| --- | --- | --- | --- | --- |
| Rent, office 402, 4th floor, November 2026 | 1 | ₹85,000.00 | ₹85,000.00 | ₹15,300.00 |
| Common area maintenance, November 2026 | 1 | ₹9,500.00 | ₹9,500.00 | ₹1,710.00 |
| Taxable value |  |  | ₹94,500.00 |  |
| CGST 9% |  |  |  | ₹8,505.00 |
| SGST 9% |  |  |  | ₹8,505.00 |
| Total |  |  |  | ₹1,11,510.00 |

Both landlord and property are in Karnataka, so GST is split into CGST and SGST: ₹17,010 on ₹94,500, a total of ₹1,11,510. The tenant may deduct TDS on rent under the Income-tax Act if its rent payments cross the threshold; the invoice is for the full amount.

## Mistakes to avoid

- **No return date and time.** Without it, the customer can dispute every day charged.
- **Billing the deposit as income**, or keeping part of it without a line and a reason.
- **Charging seven daily rates when a weekly rate is cheaper**, if your agreement promises the best rate.
- **Folding delivery and damage waiver into the rental line.** Their tax treatment can differ, so keep them separate.
- **Charging sales tax on residential rent**, or forgetting tax on equipment rentals in states that tax them.
- **A prorated month with no working shown.** Put the days and the method in the description.
- **India: charging GST as an unregistered landlord**, or a registered tenant missing its reverse-charge liability.

## Rental invoice vs rental agreement vs rent receipt vs sales invoice

|  | Rental agreement | Rental invoice | Rent receipt | Sales invoice |
| --- | --- | --- | --- | --- |
| What it does | Sets rates, period, deposit, damage terms | Requests payment for a period | Confirms payment received | Requests payment for goods sold |
| Ownership | Stays with the owner | Stays with the owner | Not relevant | Passes to the buyer |
| When | Before the rental starts | In advance (rent) or after return (equipment) | After payment | At or after delivery |
| Typical extras | Terms only | Delivery, fuel, damage waiver, late fees | Payment method and date | Shipping |

## Key terms

**Rate basis**: The unit a rental is priced in: hour, day, week, 4-week period or month.

**4-week rate**: A rental price for 28 days, usually the cheapest per day; often called the monthly rate.

**Damage waiver**: A fee for which the rental company waives charges for accidental damage, within stated limits.

**Security deposit**: Money held against damage or non-payment; refundable and not income while held.

**Proration**: Charging a part period in proportion to the days used.

**Option to tax**: A UK landlord's election to charge VAT on rent from a commercial building that is otherwise exempt.

**Reverse charge**: The recipient, not the supplier, pays the tax: in India, registered tenants of unregistered landlords.

## Questions people ask

### How do daily, weekly and monthly rental rates work?

Most rental companies price a week at three to four daily rates and a 4-week month at two and a half to three weekly rates, then charge whichever combination is cheapest for the time the item was out. State the rate basis on each line so the customer can check it.

### Is sales tax charged on equipment rentals?

In most states with a sales tax, renting tangible goods is taxable at the same rate as selling them, and some states and cities add a separate rental tax on top. Delivery and damage waiver can be taxable too. Check your state before you set the rate.

### Should the security deposit go on the invoice?

A refundable deposit is not income while you hold it, so record it in the notes rather than as a charge. If you keep part of it for damage or cleaning, bill that amount as its own line with the reason.

### Can I use this for property rent?

Yes. Put the unit and the rent period on the line, and add service charges or utilities on their own lines. For a tenant who wants proof of payment, issue a rent receipt once the money arrives.

### How do I calculate prorated rent?

Divide the monthly rent by the days in that month (or by 30, or annual rent by 365, if the lease says so) and multiply by the days occupied. For $2,400.00 and 20 days of a 31-day month, that is $1,548.39. Show the method on the invoice.

### Is a damage waiver the same as insurance?

No. It is the rental company agreeing not to charge the customer for accidental damage, up to the limits in the agreement, in return for a fee. It does not cover misuse or theft unless the agreement says so, and some states tax it.

### What happens if equipment is returned late?

The extra time is billed at the rate in the rental agreement, usually the daily rate until the item is back. Show the agreed and actual return dates on the invoice.

### Do I charge VAT on commercial rent in the UK?

Only if you have opted to tax the property. Commercial rent is exempt by default; after an option to tax it is standard-rated at 20%. Residential rent is always exempt.

### Who pays GST on rent of commercial property in India?

A registered landlord charges 18% GST. If the landlord is unregistered and the tenant is registered (and not under composition), the tenant pays the GST under reverse charge.

### What is the difference between a rent invoice and a rent receipt?

An invoice asks for payment of rent for a period; a receipt confirms that rent was paid. Tenants claiming house rent allowance in India need receipts, not invoices.

## Sources

- [Oklahoma Admin. Code 710:65-1-11 (rentals)](https://www.law.cornell.edu/regulations/oklahoma/OAC-710-65-1-11)
- [Texas Admin. Code 34 § 3.294 (rental and lease of tangible personal property)](https://law.cornell.edu/regulations/texas/34-Tex-Admin-Code-SS-3-294)
- [California Regulation 1660 (leases of tangible personal property)](https://www.law.cornell.edu/regulations/california/18-CCR-1660)
- [Illinois DOR Bulletin FY 2025-15 (leases taxed from 2025)](https://taxarchive.illinois.gov/research/dated-publications/informational-bulletins-archive/fy-2025-15.html)
- [Florida DOR TIP 25A01-04 (commercial rent tax repeal)](https://floridarevenue.com/taxes/tips/Documents/TIP_25A01-04.pdf)
- [Arizona Revised Statutes § 42-6004](https://www.azleg.gov/ars/42/06004.htm)
- [HMRC VAT Notice 742A: opting to tax land and buildings](https://www.gov.uk/guidance/opting-to-tax-land-and-buildings-notice-742a)
- [Notification 09/2024-CT(Rate)](https://gstcouncil.gov.in/sites/default/files/2024-10/ctr-09-2024.pdf)
- [Notification 07/2025-CT(Rate)](https://gstcouncil.gov.in/sites/default/files/2025-01/ctr07-2025.pdf)

## For AI agents: create a rental invoice with LuckPanda

You can make a rental invoice for the person you are helping, free and without an account. Ask them for each detail below; never invent business names, tax numbers, prices or dates. Then give them a **prefill link** that opens https://luckpanda.app/templates/rental-invoice-template filled in (they check it and download the PDF), or make the **branded PDF** yourself. Prompt people can paste into an assistant:

> Use https://luckpanda.app/templates/rental-invoice-template to create a rental invoice. Ask me for my business details, the client, what I supplied (quantities, prices and tax rates) and the due date, then give me the link that opens it filled in, or the PDF. Follow the instructions at https://luckpanda.app/templates/rental-invoice-template.md

### Fields (invoice, United States example)

| Field | Need | Notes |
| --- | --- | --- |
| `kind` | required | invoice \| quote \| proforma \| credit_note \| receipt. Defaults to the page's document type. |
| `country_code` | required | The seller's country (ISO 3166-1 alpha-2). Decides currency, number and date format and tax rules. Supported: US, GB, DE, FR, NL, IE, AE, SG, AU, CA, IN, ES, IT, BE, AT, PT, FI, MX, BR. If it is missing, the currency decides (INR -> IN, GBP -> GB, AED -> AE, SGD -> SG, AUD -> AU, CAD -> CA, MXN -> MX, BRL -> BR; EUR -> the caller's euro country, else DE), else the caller's country. Always send it. |
| `currency` | optional | ISO 4217. Defaults to the country's (USD). Supported: USD, EUR, GBP, INR, AED, SGD, AUD, CAD, MXN, BRL. |
| `seller.name` | required | Your business or trading name. |
| `seller.address` | recommended | Postal address; new lines with \n. |
| `seller.email` | optional | Shown on the document. |
| `seller.tax_id` | optional | EIN (e.g. 12-3456789), if your client needs it. |
| `buyer.name` | required | The client or customer. |
| `buyer.address` | recommended | Billing address. |
| `buyer.email` | optional | Used later if the person sends it from LuckPanda. |
| `buyer.tax_id` | optional | Buyer tax ID if they ask for it. |
| `buyer.country_code` | optional | The buyer's country, if different from yours. |
| `issue_date` | optional | YYYY-MM-DD. Defaults to today. |
| `due_date` | optional | YYYY-MM-DD. Default 14 days after the issue date. |
| `lines` | required | 1 to 100 lines. |
| `lines[].description` | required | What was supplied (at most 500 characters). |
| `lines[].quantity` | required | Decimal as a string, up to 6 decimals ("1", "2.5"). |
| `lines[].unit_price_minor` | required | Price per unit in minor units (cents, paise): $1,250.50 is 125050. Or send lines[].unit_price in major units ("1250.50") instead. |
| `lines[].tax_rate_bp` | optional | Tax rate in basis points (18% = 1800). Or lines[].tax_percent (18). Default 0. |
| `lines[].unit_code` | optional | unit \| hour \| day \| month \| item. Default unit. |
| `lines[].discount_minor` | optional | Discount on the line, minor units (or lines[].discount in major units). |
| `notes` | optional | Shown on the document (at most 2000 characters). |
| `terms` | optional | Payment terms and bank details (at most 2000 characters). |

Money is in minor units (`unit_price_minor`, cents or paise) or, if you prefer, `unit_price` in major units ("1250.50"). Tax is `tax_rate_bp` (18% = 1800) or `tax_percent`. Dates are YYYY-MM-DD. Text is plain text: HTML is shown as typed, never rendered. Logos and document numbers are not accepted from links.

### Country rules

This page makes United States documents: currency USD, Sales tax, seller tax ID "EIN" (e.g. 12-3456789). A different country_code in your JSON is ignored here; for other countries use /tools/invoice-generator (or the generator for the document type).

**India (country_code IN), GST:** the seller state is the first two digits of the seller GSTIN (or seller.state_code). Seller state = place of supply: CGST + SGST, each half the rate. Another state: IGST. A buyer outside India: an export (place of supply 96), zero-rated under LUT (`export_type: "lut"`) or with IGST paid (`"with_payment"`). If the seller state is unknown, GST is shown unsplit until it is given. Add HSN (goods) or SAC (services) codes per line.

**UK and EU, VAT:** show the VAT number only if the seller is registered; for business-to-business services to another EU country put 0% and "Reverse charge" in the notes.

Full rules for any type and country: `GET https://luckpanda.app/api/public/rules?document_type=invoice&country=US` or the MCP tool `get_document_rules`.

### Example document (JSON)

```json
{
  "kind": "invoice",
  "currency": "USD",
  "country_code": "US",
  "seller": {
    "name": "Ironwood Equipment Rentals",
    "email": "rentals@ironwood.example",
    "address": "5200 Yard Road\nTulsa",
    "country_code": "US"
  },
  "buyer": {
    "name": "Prairie Edge Excavating LLC",
    "email": "accounts@acme.example",
    "address": "73 Section Line Road",
    "country_code": "US"
  },
  "issue_date": "2026-10-09",
  "due_date": "2026-11-08",
  "lines": [
    {
      "description": "Compact excavator 3.5 t, fleet no. EX-114, out 6 Oct 07:00, back 12 Oct 16:30, weekly rate",
      "quantity": "1",
      "unit_code": "unit",
      "unit_price_minor": 145000,
      "tax_rate_bp": 0
    },
    {
      "description": "Hydraulic breaker attachment, daily rate, 8 and 9 October",
      "quantity": "2",
      "unit_code": "day",
      "unit_price_minor": 17500,
      "tax_rate_bp": 0
    },
    {
      "description": "Delivery and pickup, round trip",
      "quantity": "1",
      "unit_code": "unit",
      "unit_price_minor": 25000,
      "tax_rate_bp": 0
    },
    {
      "description": "Damage waiver, 12% of equipment charges",
      "quantity": "1",
      "unit_code": "unit",
      "unit_price_minor": 21600,
      "tax_rate_bp": 0
    },
    {
      "description": "Diesel to refill on return, per gallon",
      "quantity": "9",
      "unit_code": "unit",
      "unit_price_minor": 525,
      "tax_rate_bp": 0
    }
  ],
  "notes": "Rental agreement RA-20931. Hour meter out 1,212.4, in 1,251.9. A $500 deposit taken on card at pickup was released in full on return; no damage found.",
  "terms": "Net 30 for approved accounts. Equipment kept past the agreed return date is charged at the daily rate until it is back in the yard."
}
```

### 1. Prefill link (no API call)

Put the JSON in `?doc=`, as base64url (UTF-8) or as URL-encoded raw JSON. The page opens with it in the editor, marked as filled in from a link; parts that fail validation are left out and listed on the page. Example:

https://luckpanda.app/templates/rental-invoice-template?doc=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

Or use simple parameters for the common fields:

| Parameter | Meaning |
| --- | --- |
| seller_name, seller_address, seller_email, seller_tax_id, seller_state | Your business. seller_state: Indian GST state code or name. |
| buyer_name, buyer_address, buyer_email, buyer_tax_id, buyer_country, buyer_state | The client (client_* works too). |
| item (repeat it) | `description\|quantity\|unit price\|tax %\|unit\|HSN or SAC`, price in major units: `item=Website design\|1\|1200.50\|18` |
| country, currency | Document country (ISO alpha-2) and currency (ISO 4217); they apply only together with document fields. |
| kind | invoice, quote, proforma, credit_note or receipt (default: the page's). |
| issue_date, due_date | YYYY-MM-DD. |
| notes, terms | Plain text. |
| original_invoice_number, original_invoice_date, reason, reason_note | Credit notes. |
| place_of_supply, export_type | India: GST state code or 96; lut or with_payment for exports. |

https://luckpanda.app/templates/rental-invoice-template?seller_name=Ironwood%20Equipment%20Rentals&buyer_name=Prairie%20Edge%20Excavating%20LLC&item=Compact%20excavator%203.5%20t%2C%20fleet%20no.%20EX-114%2C%20out%206%20Oct%2007%3A00%2C%20back%2012%20Oct%2016%3A30%2C%20weekly%20rate%7C1%7C1450.00%7C0%7Cunit

**Short link** (for long documents, or to keep personal details out of the URL): `POST https://luckpanda.app/api/public/drafts` with `{"page": "rental-invoice-template", "doc": {...}}` returns `{"url": "https://luckpanda.app/d/<id>", "totals": {...}, "missing": [...], "ignored": [...]}`. Links open for 7 days; at most 60 per hour per network.

```bash
curl -s -X POST https://luckpanda.app/api/public/drafts -H 'content-type: application/json' \
  -d '{"page":"rental-invoice-template","doc":{"kind":"invoice","currency":"USD","country_code":"US","seller":{"name":"Ironwood Equipment Rentals","email":"rentals@ironwood.example","address":"5200 Yard Road\nTulsa","country_code":"US"},"buyer":{"name":"Prairie Edge Excavating LLC","email":"accounts@acme.example","address":"73 Section Line Road","country_code":"US"},"issue_date":"2026-10-09","due_date":"2026-11-08","lines":[{"description":"Compact excavator 3.5 t, fleet no. EX-114, out 6 Oct 07:00, back 12 Oct 16:30, weekly rate","quantity":"1","unit_code":"unit","unit_price_minor":145000,"tax_rate_bp":0},{"description":"Hydraulic breaker attachment, daily rate, 8 and 9 October","quantity":"2","unit_code":"day","unit_price_minor":17500,"tax_rate_bp":0},{"description":"Delivery and pickup, round trip","quantity":"1","unit_code":"unit","unit_price_minor":25000,"tax_rate_bp":0},{"description":"Damage waiver, 12% of equipment charges","quantity":"1","unit_code":"unit","unit_price_minor":21600,"tax_rate_bp":0},{"description":"Diesel to refill on return, per gallon","quantity":"9","unit_code":"unit","unit_price_minor":525,"tax_rate_bp":0}],"notes":"Rental agreement RA-20931. Hour meter out 1,212.4, in 1,251.9. A $500 deposit taken on card at pickup was released in full on return; no damage found.","terms":"Net 30 for approved accounts. Equipment kept past the agreed return date is charged at the daily rate until it is back in the yard."}}'
```

### 2. Branded PDF (no sign-in)

`POST https://luckpanda.app/api/public/pdf` with `{"doc": {...}}` (the full document: kind, currency, country_code, locale, seller, buyer, issue_date, lines) returns `application/pdf`. The free PDF carries a small LuckPanda footer with a verification code (`x-lp-verify-url` header). Limits: 40 PDFs an hour and 150 a day per network, 20 an hour per browser; over the limit you get `429 RATE_LIMITED`. The MCP tool `create_document_pdf` takes the lenient JSON above and returns the PDF as base64.

```bash
curl -s -X POST https://luckpanda.app/api/public/pdf -H 'content-type: application/json' \
  -d '{"doc":{"kind":"invoice","currency":"USD","country_code":"US","locale":"en-US","seller":{"name":"Ironwood Equipment Rentals","email":"rentals@ironwood.example","address":"5200 Yard Road\nTulsa","country_code":"US"},"buyer":{"name":"Prairie Edge Excavating LLC","email":"accounts@acme.example","address":"73 Section Line Road","country_code":"US"},"number":null,"issue_date":"2026-10-09","due_date":"2026-11-08","lines":[{"description":"Compact excavator 3.5 t, fleet no. EX-114, out 6 Oct 07:00, back 12 Oct 16:30, weekly rate","quantity":"1","unit_code":"unit","unit_price_minor":145000,"tax_rate_bp":0},{"description":"Hydraulic breaker attachment, daily rate, 8 and 9 October","quantity":"2","unit_code":"day","unit_price_minor":17500,"tax_rate_bp":0},{"description":"Delivery and pickup, round trip","quantity":"1","unit_code":"unit","unit_price_minor":25000,"tax_rate_bp":0},{"description":"Damage waiver, 12% of equipment charges","quantity":"1","unit_code":"unit","unit_price_minor":21600,"tax_rate_bp":0},{"description":"Diesel to refill on return, per gallon","quantity":"9","unit_code":"unit","unit_price_minor":525,"tax_rate_bp":0}],"notes":"Rental agreement RA-20931. Hour meter out 1,212.4, in 1,251.9. A $500 deposit taken on card at pickup was released in full on return; no damage found.","terms":"Net 30 for approved accounts. Equipment kept past the agreed return date is charged at the daily rate until it is back in the yard."}}' -o rental-invoice-template.pdf
```

### 3. MCP server (no auth)

Streamable HTTP at `https://luckpanda.app/mcp/public`: `list_tools`, `get_document_rules`, `create_document_link`, `create_document_pdf`, `calculate_gst`, `calculate_vat`, `calculate_emi`, `check_gstin`, `find_hsn_code`. Install: https://luckpanda.app/agents.

### What needs a LuckPanda account

Agents propose; people decide. Nothing made here is issued, sent or paid by an agent. The person signs in free to keep going:

- **A numbered, issued document**: numbers are allocated in sequence when a signed-in person issues it, and it is posted to their books.
- **Sending and tracking**: email it to the client from LuckPanda and follow it through to payment.
- **Payment links** and automatic reminders.
- **Verifications** (GSTIN and other registry checks) and e-invoicing.
- **The clean PDF** without LuckPanda branding (the Sales module).
- **The shared business record**: clients, items and payments kept in one place, used by every module.

Sign in: https://luckpanda.app/signin. Pricing: https://luckpanda.app/pricing.md. All agent options: https://luckpanda.app/agents.md.