Consultant invoice template
Pick this template when a client's finance team checks your invoice against a contract, statement of work or purchase order before paying. Consulting engagements often mix billing models: a monthly retainer, day rates for workshops, hours for follow-up, and expenses paid on the client's behalf. Each goes on its own line with its own quantity and rate, so every line can be matched to what was agreed.
What to include
- Your consultancy's legal name, address and VAT or tax number
- The legal entity you're billing, which may be a parent company rather than the team you work with
- The client's purchase-order number and the engagement name, if they use them
- Retainer, day-rate and hourly work on separate lines
- The period covered, such as the retainer month or the workshop dates
- Rechargeable expenses listed apart from fees, at cost or with the markup your contract allows
- The VAT rate charged, or a reverse-charge note when the client accounts for the VAT
Preview of the consultant template
What makes a good consultant invoice
Retainer and extra hours on separate lines
If your contract bills a retainer in advance and extra hours in arrears, name the period on each line. A free account can make the retainer a recurring invoice, from weekly to yearly.
Separate fees from expenses
Travel, venue hire and other rechargeable costs go on their own lines. In a free account you can log an expense as billable to a client, attach the receipt, and add it to their next invoice with your markup.
Reference their PO number
Where a client works with purchase orders, an invoice without the PO number can be sent back unpaid. Put it in the notes, as in the preview.
Set the right tax once
Pick your country in Invoice Forever: for 52 countries the tax rate and label are applied automatically. Anywhere else you type them in, and a free account remembers them.
Read before you send it
Invoice payment terms explained →
The short glossary of payment terms, and how to pick ones that actually get you paid.
How to write an invoice (step by step) →
Everything a client needs to pay you, in the right order — with nothing missing.
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