Consulting Invoice Template

Download the consulting invoice template, which provides an official way to request payment for most types of consulting services, such as management consulting, business strategy, IT consulting, and more. Each invoice should describe the types of consulting service offered, the hourly rate, and the dates and hours the transaction covered. Save a copy of the invoice for your accounting records.

How to Make in Adobe PDF and Microsoft Word

Step 1 – Download in Adobe PDF (.pdf) or Microsoft Word (.doc).

Step 2 – In the From field, enter your company’s name, address, phone number, fax number, and email address.

Step 3 – In the To field, enter the name, address, phone number, email address and fax number of the company you are billing for your services.

Step 4 – Enter the invoice number in Purchase Order # field, and enter the Agreement # to the left if the services fell under an agreement/contract. Specify how payment is to be made at the right, such as by check, cash, or electronic transfer.

Step 5 – Enter the dates the services were performed. Use a range of dates if that’s convenient, or use different dates if you provided different services on different days. Describe each service you provided with some specificity, include the hourly rate for each particular service, and then total the rate times the number of hours in the right column. Add each item in the right column to figure the total for all services for this client during this period.

How to Make in Microsoft Excel (.xls)

Step 1 – Download in Microsoft Excel (.xls).

Step 2 – Enter your business’s name at the top, and then below that enter the invoice number, date, and if needed, the work order number.

Step 3 – Next, enter your company’s address, phone number, fax number, and email if applicable. To the right, type in the contact information for the company you’re billing as well.

Step 4 – In the table, use one row for each type of service you performed, describing it in the first column, e.g., web consulting. Then enter the hourly rate for each type of service, the number of hours performed for each, and then total each amount in the right column. Add each figure in the right column to get the total amount the client owes for your hourly services, and record any associated taxes just below this figure.

Step 5 – Use the Other Services section to record and calculate any related work or costs that are not hourly. You will add this amount, if any, to the total hourly services to arrive at the grand total the client owes.

Step 6 – Add any comments in the lower left field about when payment is due or related information, and enter your company name at the bottom left where it says “Make all checks payable to.”

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