Free consulting invoice template

Your consulting invoice isn’t just a bill–it’s a record of services that you’ll refer back to later. Include the following in your consultant invoice:

• Your business’s name, address, phone number, website and email address
• Your business’s logo and additional branding
• Your client’s name and address
• A unique invoice number
• The date that you issued the invoice
• The payment terms, including the due date
• A list with every service rendered, plus the rate, price and tax percentage
• A sub-total before taxes, the total amount of taxes and the final balance due
• Notes to the customer, including a thank-you note

Make sure you keep a copy of the invoice for tax purposes. You’ll also need a written invoice if the client tries to dispute the charges.

Depending on your business model, keep a record of hours worked or services rendered. Don’t throw everything together in a final total–instead, list each item on the invoice, then add them together to create the total at the end. This shows the client what they bought and how you came up with the final balance, reducing the risk of disputes.

If you give your client a discount, include this discount on the invoice to explain the reduced price. This also reminds your client that you gave them a deal, which makes them more likely to hire you in the future. Add a thank-you note at the end as a courtesy.

A consultancy invoice is a bill that you send your clients after you perform services. Since consultants offer services instead of products, you’ll need a flexible document that includes hourly rates. Clients review the document and pay for the services with your accepted payment methods. Invoicing software for Consultants like Invoice2go keeps track of payments to make the process easier.

Every consulting firm has a different business model. You could charge clients by the hour, accept a flat fee or split the bill and require payment when you reach each milestone. If you offer a specific set of services, a flat fee tells customers exactly how much they’ll pay–which is attractive for clients on a tight budget. Charge extra fees when customers request add-ons.

Likewise, splitting payments keeps the project on track, shows clients that you’re trustworthy and ensures that you’ll get your flat fee. However, some clients need varied services over a long period of time. When you tailor your services specifically to your clients, charging by the hour ensures that you’ll get paid for every minute that you work. Ultimately, you’ll choose one payment option or a combination of the three to meet your clients’ needs.

If you charge a flat fee, you’ll simply keep track of the services that you performed, then list each service on the invoice. Remember add-ons and customized services if applicable. Total the prices, add taxes and give the client their final balance. When you charge for milestones instead of the whole process, you’ll repeat this process on a smaller scale.

For hourly services, keep track of every hour that you worked, then multiply the total number of hours by your hourly fee. List your rates on the invoice so clients know how you totaled their balances. Hourly services add up quickly, so invoices provide a record that makes it harder for clients to dispute the charges.