professional services invoice template excel

Credit or debit invoice: A credit invoice is issued when a business needs to refund or offer a discount to a customer.Expense reports: Use an expense report as a way of billing for any expense incurred during a client project.Timesheet invoice: If your work is hourly, timesheet invoices can be helpful in tracking billable hours for each job.What the invoice is for depends on your business and industry. Standard invoice template : You may know this as the “final invoice.” It’s one of the most common invoices for businesses and includes all the necessary details for a company to bill a customer after the work is complete.Here’s a breakdown of the most common invoice types often used by consultants: With a range of invoice types to choose from, consultants have the power to select the invoice style that works best for their business. Invoice types for consultant business owners If you include a discount for a high volume of work, make sure you add a line explaining the discount so your client knows they are getting a great deal for your consulting expertise. Also, make sure to remove the shipping line and change quantity to hours, if applicable. For instance, if you're a marketing consultant, you may want to say something like, “Worked on five (5) social media posts from 3-5:30pm on May 7.” By being clear and descriptive, your customers will always know exactly what you're billing them for-and that can save you time in follow-up questions later. Include a detailed list of the consulting services you provided along with a description of each service and the billable hours or flat rate. Use this date format on your template to solve for international differences: Month (spelled out), date, year. For instance, if your payment terms are 30 days, then the due date should be exactly 30 days from the day you sent the bill. Make sure your invoice date, payment terms, and due date align. This should be the day you send out the consulting invoice, not the day you created it.

Also, if you’re sending a bill to an international customer or vendor, clarify which currency you’re billing in and add any local or industry-related requirements. So, when a customer (number 20) hires you for another marketing project (the third one this year), you could list that as #20-0003.Īdd payment terms, including the methods of payment you accept and any terms for late or early payments. The simplest is chronological and by breaking your invoice number into multiple parts, like using a unique customer number with a variable project number. There are multiple ways to assign invoice numbers for a consultant invoice. A physical mailing address is nice to have. Make sure to include at least an email address and a phone number. Include your company’s name, phone number, email address, and company website on your consulting invoice.

Professional services invoice template excel