1. Montana-specific invoice requirements
- Sales tax line: 0.00% state rate. Most services rendered in Montana are exempt from sales tax — but materials, parts, and tangible goods are not. No general state sales tax. Resort areas may have local sales tax up to 3%.
- Late-fee cap: Montana statute Mont. Code §31-1-106 caps interest on unpaid invoices at 1.5% per month. Spell out the rate in writing on every invoice and in your contract — courts won't enforce undisclosed fees.
- Right-to-cancel notice: Customers in Montana get 72-hour cancellation rights on certain home-services contracts. Disclose this in your terms.
2. Insurance Agent / Broker line items + standard terms
Every insurance agent / broker invoice in Montana should itemize work clearly. Standard insurance agent / brokers use Net 30 terms with no deposit required.
- Broker fee — billed by flat.
- Policy commission — billed by pct.
- Audit / risk consult — billed by flat.
3. Insurance Agent / Broker licensing in Montana
State insurance license required (Property/Casualty, Life/Health, etc.). Producer continuing-education and appointments by carrier.
4. Send and follow up
Send the invoice the same day work completes. Use software that records open events and offers a one-click online payment so you don't need to chase a check by mail. Montana customers expect digital payment options today — accepting card and ACH typically reduces days-to-paid by 30–50%.
Average invoice
$1,850
State
MT
Net terms
30 days
Deposit
0%
Montana metro guides
Metro-specific guides include the combined sales-tax rate and local pricing benchmarks.