Professional Services Invoice Templates

Besides the templates above, this page has two more free files. The Excel billing invoice has a setup sheet for your company details, currency and bank wire information, a table with quantity, unit price and line total, and discount and tax fields; it calculates the totals. The Word invoice bills by the hour, with columns for hours, rate and amount. They are general templates, not separate legal, consulting or design layouts, so adapt the headings to how you bill.

What to include on a professional services invoice:

• the client, the matter or project name, and the client's P.O. or reference number if they use one;
• the billing period and a short description of the work, with hours and rate, a fixed fee or a retainer;
• expenses you pass on, such as travel or filing fees, on separate lines;
• any retainer or deposit applied, and the balance due;
• tax where your services are taxable, your payment terms and how to pay.

Law firms often have extra rules for billing and for client funds; see how to create a legal invoice. For other services, the service invoice guide covers the basics.

Invoxa lets you send an estimate first and convert it to an invoice, create a draft invoice on a monthly schedule for retainers, and let clients pay by card, Apple Pay or Google Pay through your own Stripe account.