Free consulting invoice template
Download this easy-to-use consulting invoice template, built by billing experts.
Designed by industry experts
Consulting is complex enough. Our template simplifies your billing process, making it quick and hassle-free.
Efficiency in consulting
Ensure accuracy in billing practices across different projects and streamline your accounting.
Quick billing, better client service
Streamlines your billing process, allowing you dedicate more time to your clients.
Download the free consulting invoice template
Fill in the form to get a blank consulting invoice template as an editable PDF, with how-to guide. You’ll get a tax and non-tax version.
Why use our consulting invoice template?
Life as a consultant means working with a number of moving parts. You need to balance multiple clients, many of which may have different terms for invoicing and billing. It's also critical to have the information you need on hand for following up on payments and ensuring your invoices are paid on time. Our invoice template for consulting services helps to streamline billing processes.
Check out Xero for small businessLife as a consultant means working with a number of moving parts. You need to balance multiple clients, many of which may have different terms for invoicing and billing. It's also critical to have the information you need on hand for following up on payments and ensuring your invoices are paid on time. Our invoice template for consulting services helps to streamline billing processes.
Check out Xero for small businessUsing a specialised template helps consultants like yourself maintain consistency across your client accounts and within different projects. This consulting invoice format was developed by industry experts who know what details are relevant to small business consultants, so you can get started quickly, with minimal editing and customising.
Using a specialised template helps consultants like yourself maintain consistency across your client accounts and within different projects. This consulting invoice format was developed by industry experts who know what details are relevant to small business consultants, so you can get started quickly, with minimal editing and customising.
How to use this consulting invoice template
This consulting bill template has space for you to include relevant consulting business information that simplifies accounting for both you and your clients. Information to add includes:
- Contact information
- Invoice number
- Date of invoice generation
- Payment terms
- Client information
- Project details
- Service breakdowns
Tips to get the most out of your consulting invoice template
You can also include details of what your role as the consultant includes to avoid confusion and make billing more accurate for your specific consultant services. Check the email your consulting invoice template download comes with for some helpful and handy tips. Ensure that you are inputting information into the right fields and use the email as a guide to accurately fill out the invoice.
You can also include details of what your role as the consultant includes to avoid confusion and make billing more accurate for your specific consultant services. Check the email your consulting invoice template download comes with for some helpful and handy tips. Ensure that you are inputting information into the right fields and use the email as a guide to accurately fill out the invoice.
This consulting invoice is a customisable PDF, so you can include the most important information for your consulting business. Remove any fields that aren’t particularly relevant, and add additional spaces for information that you know will be important for you or your clients.
This consulting invoice is a customisable PDF, so you can include the most important information for your consulting business. Remove any fields that aren’t particularly relevant, and add additional spaces for information that you know will be important for you or your clients.
If your consultancy uses hourly time tracking, attach your time sheets to the invoice template to ensure your clients have a clear picture of what work was done. You can also include an expense report if billable expenses were incurred during the delivery of a project.
If your consultancy uses hourly time tracking, attach your time sheets to the invoice template to ensure your clients have a clear picture of what work was done. You can also include an expense report if billable expenses were incurred during the delivery of a project.
Keep in mind what your payment terms are for payment frequency. Do you bill monthly, or at specific milestones? Do you expect immediate payments, or do you have a time period before payment is due? No matter how you consult and what your arrangements are with clients, you can customise this sample consulting invoice to best reflect your style of consulting.
Invoice payment terms: top seven tipsKeep in mind what your payment terms are for payment frequency. Do you bill monthly, or at specific milestones? Do you expect immediate payments, or do you have a time period before payment is due? No matter how you consult and what your arrangements are with clients, you can customise this sample consulting invoice to best reflect your style of consulting.
Invoice payment terms: top seven tips
Features of this consulting template
Lay out the specific details of each individual project to clarify differences between invoices.
Lay out the specific details of each individual project to clarify differences between invoices.
Make sure that all billable expenses are tracked and included in each invoice, so you get paid exactly what you are owed.
Make sure that all billable expenses are tracked and included in each invoice, so you get paid exactly what you are owed.
Easily add taxes or apply discounts with fields for total payment calculations.
Easily add taxes or apply discounts with fields for total payment calculations.
Consulting invoices can have trackable billable hours or flat rates per project. Customise your invoices to reflect your consulting style and bill accordingly.
Consulting invoices can have trackable billable hours or flat rates per project. Customise your invoices to reflect your consulting style and bill accordingly.
Benefits of using our template
Ensuring consistency in your invoicing process
Keep information consistent across different clients and projects.
Saving time by eliminating the need to create invoices from scratch
Start with a base template, customised to fit your consulting style, and easily input specific details.
Presenting a professional image to your clients
Use a professionally designed and formatted consulting invoice template rather than a basic list or spreadsheet.
Clarifying complex job details
The details of your consulting projects can be complex. This template clarifies project details and lays out your expectations every time.
Make consulting invoicing simple
Consultants no longer need to rely on postal services for invoices. Invoicing software streamlines every step, helping you get paid faster.
- Generate invoices for jobs with only a few clicks, even using your phone.
- Offer a 'Pay Now' option to your clients for easy payment by card.
- Xero sends your clients automatic reminders as the due date nears.
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Disclaimer
Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.
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