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Consultant invoice template

For consultants, coaches and advisors who bill hourly, by session, or on a monthly retainer.

What to include

• Your name or firm and contact details
• The client and the contact person or department to bill
• Invoice number, invoice date and due date
• The service period, the hours or sessions and your rate
• Reimbursable expenses, if your agreement allows them
• Payment terms and how to pay

Tips

• Add the client's purchase order (PO) number in the PO field — many companies won't pay an invoice without it.
• For retainers, use one line such as “Monthly retainer — October 2026”.
• List expenses at cost on their own lines and keep the receipts in case the client asks for them.

How to fill it in

1. Open the template and add your business name, contact details and (optionally) your logo. They're remembered on this device for next time.
2. Add your client's name and address, or pick a saved client.
3. Edit the starter line items, enter quantities and rates, and set tax, discount or shipping if they apply.
4. Choose payment terms (for example Net 30) and add payment instructions in Notes.
5. Download the PDF and send it to your client from your own email.

This page is general information, not tax, legal or accounting advice. Rules differ by state and country — check with your state revenue department or a qualified professional.