What to put on a consultant invoice
Typical line items for this kind of work:
- Consulting – 10 hours
- Strategy workshop (half day)
- Monthly advisory retainer
- Report and recommendations
Write each line so your client can see exactly what they’re paying for. A specific description gets paid faster than a vague one.
Invoicing tips for consultants
- Reference the contract or statement of work in the PO Number field.
- Attach a timesheet summary when billing hourly.
- Invoice retainers in advance and project work by milestone.
- List expenses separately and note that receipts are available.
How to use this template
- Add your logo and business details at the top.
- Enter your client’s details under “Bill To”.
- Replace the example lines with your actual work, quantities and rates.
- Add tax or a discount if needed, and your payment details in Notes.
- Download the PDF and send it. The invoice is saved in History for next time.
Frequently asked questions
Should consultants bill hourly or on retainer?
Retainers give predictable income for ongoing work; hourly billing suits ad-hoc advice. Many consultants use both.
Can I include expenses?
Yes. Add each expense such as travel or accommodation as its own line item.
Is it really free?
Yes. You can create and download as many documents as you like without paying and without creating an account.
Where is my data stored?
Everything you type stays in your own browser. Drafts and your history are saved locally on this device, so nothing is uploaded to our servers.