Free consulting invoice templates

A consulting invoice template needs to be clear. As a service, consulting hours worked can appear ambiguous to clients. Your invoice needs to clearly state the consulting services that have been provided and what the client needs to pay you for.  Invoice design also needs to complement this. If invoice design is messy and unclear, your client might get confused and delay their payment. A good design also helps your consulting business look more professional.

Important details to have on your consultant invoice include:

• Your business and contact information
• Your customer’s contact information
• Invoice number
• Invoice issue date and payment due date
• Consulting duties performed as separate line items
• The amount of consulting hours worked including dates 
• Costs for each consulting service
• Total cost of all consulting services
• Any tax payable or fees to be applied
• How the payment is structured
• Accepted payment methods (with account numbers)
• Additional information like project timelines and time tracking records for consulting work hours
• Terms and conditions 

The list above will likely work for most consultants.  Ensure that you add any information specific to your consulting job on your invoice.   

An easy way to create a consulting invoice is to use one of our consulting invoice templates.  Fill out the key sections of our invoice templates for consultants and customize as you need.  Ensure that you add specific invoice details and information relevant to your consulting project. Add an unique invoice number to your invoice.  For more information on invoicing, check out our blog posts on what is an invoice and how to make an invoice.

An alternative to using a consulting invoice template is trying the Bookipi Invoice maker for free. Showcase your business and its branding to clients with Bookipi’s professionally designed invoices.  Bookipi Invoice outlines the information your invoice needs to have. Standard details that you add in your invoice settings can be applied to all future invoices, saving you time.  Bookipi’s invoicing solution also automatically assigns a unique invoice number so that you can easily sort invoices by invoice number or issue date.  Our invoice maker and organizer helps simplify your business’ accounting and tax processes.  You also won’t need to worry about calculating totals as it is all done by the app.

As a consultant, it is important to provide a detailed description of the consulting services you provided. You must include a breakdown of the dates of service and the hours worked on your invoices.  It is helpful to include an itemized summary of consulting hours worked for your client to understand how costs were allocated for consulting projects.  With a simple invoicing solution like Bookipi, you can include various project fees and expenses incurred such as travel costs as separate line items.  You can also add different hourly rates to cater for specific consulting staff.     

As the quality of consulting services can be a quite subjective matter, it is important to spend time on having clear terms and conditions.  For example, you may want to specify how disputes over consulting work quality can be resolved or minimum expectations for any consulting rework as agreed upon with your client.   

Using consulting invoice templates to make invoices can still be time-consuming. Consulting projects can be complex and you may need several line items to account for different consultants’ working hours and rates. You can try using Bookipi Invoice for free as an easy invoicing solution for consultants who need a flexible invoice maker. 

You don’t need to do any design work.  Bookipi Invoice software saves your customers, business details and items so you can add everything to a new invoice with a few clicks. Customize invoices to suit individual consulting jobs.  Bookipi Invoice is also an invoice organizer where you can sort your invoices based on invoice number or issue date. Formalize agreement with clients with signatures and track your invoice status with read receipts.  You can also get paid faster by clients by integrating your account to accept credit card payments through your invoices.