Financial and Accounting Invoice Templates

Besides the templates above, this page has two more free files. The Excel invoice includes a line for a finance charge on an overdue balance (1.5% in the example; set your own rate only if your agreement and local law allow one) and calculates the total due. The Word invoice is a classic layout with quantity, description, unit price, subtotal, sales tax and total. Both are general invoices: the page does not include separate GST, VAT, payroll or insurance templates.

What to include on an invoice for financial services:

• the engagement or service period, such as monthly bookkeeping for March or a tax return for a given year;
• each service on its own line, as a fixed fee, a monthly retainer or hours times your rate;
• costs you pass on to the client, such as filing fees, as separate lines;
• tax where your services are taxable; a VAT or GST invoice needs extra details such as your tax registration number (see our guides to VAT invoices and tax invoices);
• how to pay, such as bank transfer details or a payment link, and the due date.

For monthly retainers, Invoxa can create a draft invoice on a schedule for you to review and send. It records payments, shows which invoices are paid and outstanding, and has reports on sales, payments and taxes.