Sample consulting invoice — starting a consulting business means more than just doing consulting work.Suddenly, you're wearing several hats, often all at once. One of the more intimidating tasks includes bookkeeping, assuming you've already figured out the trick to setting consulting fee rates and making money. Sample consulting invoice — starting a consulting business means more than just doing consulting work.Suddenly, you're wearing several hats, often all at once. One of the more intimidating tasks includes bookkeeping, assuming you've already figured out the trick to setting consulting fee rates and making money. Unless you're already running a home business (or perhaps working as an. From there, use the consulting invoice template to list a breakdown of the consulting services you provided as well as their cost. You can either provide an hourly rate or per item rate. Past the itemized list write out any terms and conditions you have for your work. For example the length of the contract, the payment structure and method.
Sample consulting invoice — starting a consulting business means more than just doing consulting work. Suddenly, you're wearing several hats, often all at once. One of the more intimidating tasks includes bookkeeping, assuming you've already figured out the trick to setting consulting fee rates and making money. Unless you're already running a home business (or perhaps working as an accountant), you probably haven't had to send out many invoices. However, if you want to get paid, you'll have to set up a consulting invoice template. Here's what you need for your consulting invoice template. I strongly recommend using a spreadsheet or accounting software to manage your consulting invoices. You can also buy pre-written invoice and contract templates.)
By the way, you can get the following template, along with instructions, when you order Consulting Fees.
The basics of your consulting invoice template
INVOICE
Name / Company Name
Address
Phone
Fax
Email
Web
US Federal Tax Payer ID (Business Number in Canada)
Date
Invoice number
PURCHASER'S DETAILS
Contact
Company Name
Phone
Email
Description of goods or services delivered/performed
Total amount payable / paid
Indication of items subject to tax. You can also state that the tax is included and what the total tax rate is.
Payment terms, including to whom you want the check made out, invoice due date, and any penalties for unpaid invoices.
FREE OFFER: Get a copy of my famous article on consulting fees, along with a free six-part mini course – click here. It will give you a taste of what I offer in the book.
(Feel free to copy and paste this sample consulting invoice into your word processor, spreadsheet or accounting and invoicing software. Keep in mind that it's just a sample and you'll need to customize it for your own home-based consulting business.)
—
INVOICE
ABC Company
401 – 1122 XYZ Street
Beverly Hills, CA 90210
555-555-5555
abc@not-a-real-email.com
www.consultantjournal.com
Federal tax # 12345
Invoice # 10
January 23, 2006
Sample Client Inc
301-1960 West 123rd Avenue
Beverly Hills, CA 90210
555-555-555
Attention: Jane Doe, Marketing
INVOICE FOR:
| Work Performed | Hours | Rate | Total |
| Direct mail campaign consulting | 3 hours | $120.00 | $360.00 |
| Tax | 10% | $ 36.00 | |
| TOTAL PAYABLE | $396.00 |
Terms
To be paid within 21 business days of invoice date. Please make all checks payable to ABC Company. Unpaid balances accrue interest at 26.94% per annum, calculated monthly.
All work is complete! Thanks for your business.
—-
Get Consultant Journal's invoice template package – instructions and templates in PDF, Word, RTF and Excel – when you order Consulting Fees.
Moving beyond the sample consulting invoice
This is just a sample invoice for your consulting business — something to get you started when you first become a consultant and start making money from home. If you're doing a lot of invoicing, you might want to look at investing in some accounting and invoicing software. I use QuickBooks and my 2000 version is still going strong. With accounting software, you can automatically fax or email invoices. Being able to send invoices by email has saved me a small fortune on stamps.
If basic bookkeeping and finance for consultants seems a bit intimidating or if you simply don't have time for it, think about hiring an accountant. After all, the companies that hire you have figured out that sometimes it makes sense to outsource to an expert. As I mention in my guide to making money with consulting fees, you can sometimes make a lot more money by paying someone else to do a job for you! And, heck, it's easier than fighting with accounting software — for a lot of people.
Get Consultant Journal's invoice template package – instructions and templates in PDF, Word, RTF and Excel – when you order Consulting Fees.
Related Posts
- Buy pre-written invoice and contract templates
'Sample consulting invoice' from Become a Consultant Blog at ConsultantJournal.com.
Our new Consultant Invoice works well as an IT consultant invoice template because it uses separate sections for hourly charges and other fees, such as equipment or parts or setup fees. It uses our new Bold and Light themes, and you'll find both of these themes included in the one download.
If you prefer the classic theme used by our original free invoice template, let us know and we'll consider making that available for the consultancy invoice as well.
Consultant Invoice Template
Download
⤓ Excel (.xlsx)Other Versions
License: Private Use (not for distribution or resale)
'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer
Description of goods or services delivered/performed
Total amount payable / paid
Indication of items subject to tax. You can also state that the tax is included and what the total tax rate is.
Payment terms, including to whom you want the check made out, invoice due date, and any penalties for unpaid invoices.
FREE OFFER: Get a copy of my famous article on consulting fees, along with a free six-part mini course – click here. It will give you a taste of what I offer in the book.
(Feel free to copy and paste this sample consulting invoice into your word processor, spreadsheet or accounting and invoicing software. Keep in mind that it's just a sample and you'll need to customize it for your own home-based consulting business.)
—
INVOICE
ABC Company
401 – 1122 XYZ Street
Beverly Hills, CA 90210
555-555-5555
abc@not-a-real-email.com
www.consultantjournal.com
Federal tax # 12345
Invoice # 10
January 23, 2006
Sample Client Inc
301-1960 West 123rd Avenue
Beverly Hills, CA 90210
555-555-555
Attention: Jane Doe, Marketing
INVOICE FOR:
| Work Performed | Hours | Rate | Total |
| Direct mail campaign consulting | 3 hours | $120.00 | $360.00 |
| Tax | 10% | $ 36.00 | |
| TOTAL PAYABLE | $396.00 |
Terms
To be paid within 21 business days of invoice date. Please make all checks payable to ABC Company. Unpaid balances accrue interest at 26.94% per annum, calculated monthly.
All work is complete! Thanks for your business.
—-
Get Consultant Journal's invoice template package – instructions and templates in PDF, Word, RTF and Excel – when you order Consulting Fees.
Moving beyond the sample consulting invoice
This is just a sample invoice for your consulting business — something to get you started when you first become a consultant and start making money from home. If you're doing a lot of invoicing, you might want to look at investing in some accounting and invoicing software. I use QuickBooks and my 2000 version is still going strong. With accounting software, you can automatically fax or email invoices. Being able to send invoices by email has saved me a small fortune on stamps.
If basic bookkeeping and finance for consultants seems a bit intimidating or if you simply don't have time for it, think about hiring an accountant. After all, the companies that hire you have figured out that sometimes it makes sense to outsource to an expert. As I mention in my guide to making money with consulting fees, you can sometimes make a lot more money by paying someone else to do a job for you! And, heck, it's easier than fighting with accounting software — for a lot of people.
Get Consultant Journal's invoice template package – instructions and templates in PDF, Word, RTF and Excel – when you order Consulting Fees.
Related Posts
- Buy pre-written invoice and contract templates
'Sample consulting invoice' from Become a Consultant Blog at ConsultantJournal.com.
Our new Consultant Invoice works well as an IT consultant invoice template because it uses separate sections for hourly charges and other fees, such as equipment or parts or setup fees. It uses our new Bold and Light themes, and you'll find both of these themes included in the one download.
If you prefer the classic theme used by our original free invoice template, let us know and we'll consider making that available for the consultancy invoice as well.
Consultant Invoice Template
for Excel and Google SheetsDownload
⤓ Excel (.xlsx)Other Versions
License: Private Use (not for distribution or resale)
'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer
Description
This consulting invoice template is set up to allow you to record both hourly charges and charges for fees, parts, and equipment. It was design specifically for an IT consulting service, though it is general enough to be used by almost any consultancy business.
Tips for Using the Consultant Invoice Template
- If you are really on a budget, you can save ink costs by using the 'Light' theme shown above. The 'Bold' theme shown on the right is included within the download also.
- If you don't like the orange color, all you need to do is go to Page Layout > Themes > Colors to change the theme color.
- Different states have different laws regarding taxes, such as whether or not labor charges are taxed, so you can enter different tax rates for the 'Hourly Services' and 'Other Services' sections.
- Consultants often do work based on a Work Order or Purchase Order, so there is a place in the header of the template for recording that number.
- You can use this invoice to provide your client a quote by making a few minor adjustments to the template. Change the 'INVOICE' label at the top to 'QUOTE' and modify the comments area to include text like you'll see in our Quote Template. Also change the 'Invoice #' label to 'Quote #' and change the 'Date' label to 'Valid Until'.
Consulting Invoice Sample
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