Fair Invoice

Consulting invoice template

Consulting invoices are often approved by someone other than the person you worked with. Make it easy for them: reference the project and the agreement.

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What to put on a consulting invoice

  • The project name and the client’s purchase order number, if they gave you one
  • Days or hours, and your rate
  • Retainer periods, such as “Retainer — November”
  • Expenses you agreed the client would cover

Put the client’s PO number in the notes. Many finance teams will not pay an invoice without one.

Questions

How do I bill a monthly retainer?
Add one line such as “Retainer — November” with quantity 1, then duplicate the invoice each month.
Can I bill by the day?
Yes. Put the number of days in the quantity column and your day rate in the price column.
How do I keep a backup of my invoices?
Open My invoices and choose Back up. You get a file you can restore in any browser.

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