Invoice Consulting Services Template

Maintaining a consultant invoice template enables the professional consultant or a consultancy company to focus on its consulting goals and not stress much about invoicing. A consultant invoice template will need inputs like the company’s details, clients’ details, invoice number, date of invoice, agreement, purchase order, payment terms, date of service, description, the rate per hour, line total, receipts, or payment instructions and the calculations for deriving the net total.

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  • Excel 2003 (.xls) OpenOffice (.ods)CSV (.csv)Portable Doc. Format (.pdf)

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About the Consultant Invoice Template

  • It is a highly resourceful document for a professional consultant or a consultancy company. It allows the consultant or a consulting company to perform services for their customers and provide them with an itemized statement of these services.It simply contains all the necessary fields required for invoicing the customers.Professional consultants or consultancy companies use it for invoicing their clients.

Elements

The template attached in the article depicts the following aspects:

#1 – Header at the top:

The invoice must always bear a heading. In addition, this invoice must be named as a consultant invoice template. Labeling the template makes it easier for the companies or users to evaluate the purpose of the invoice.

#2 – Invoice Number:

The users must always number their invoices to keep track of it so that if any invoice is lost, one can easily look for a duplicate of the same.

#3 – Date of Invoice:

The invoice date by a consultant company or consultant keeps track of its issuance.

#4 – Company’s Details:

The consultant or a consultant company must fill up all its details such as name, address, contact number, email ID, registration number, unique reference number, and fax.

#5 – Client’s or Customers’ Information:

One must never skip the details of the client. Failure to provide the client’s information can create a lot of commotion and confusion in the future. One must always fill up the client’s information with due care. One must never skip the client’s name, address, email ID, and contact number. These details are mandatory and crucial too. One must fill it with due care.

#6 – Agreement Details:

A professional consultant or a consultancy company must offer the agreement details. It will lay out the terms on which one must prepare the invoice.

#7 – Purchase Order Number and Payment Terms:

The professional consultant or a consultancy company must also provide details like purchase order number and payment terms in this template. One must provide the terms of payment as per approved by both parties, that is, the client and the professional consultant or a consultancy company.

#8 – Date of Service:

The professional consultant or a consultancy company must also offer a service date for each service provided to the client.

#9 – Description of Services availed by the client:

One must describe the services availed by the client in the description box. Mentioning the services separately in the description box will clarify the services the client avails of and at which date. In addition, it will further ease the calculation since evaluating each service’s rate will also become easier for the billing party.

#10 – Calculation of the total for each line:

One can calculate the line total by ascertaining the number of hours of services availed by the client and multiplying the same with the rate per hour. Finally, one must add the results obtained for each line total to the total.

#11 – Net total:

The total ascertained will be deducted for discounts and added with tax to arrive at the net total. It would be the final amount that the client will be required to pay to the professional consultant or a consultancy company.

How to Use this Template?

Following are the steps that have to be followed to use this template:

  • You can use the template and calculate the total bill for clients. This template will make it easier for a professional consultant or consultancy company to raise invoices and bill their clients. A professional consultant or a consultancy company can use this template by filling in all the details. E.g., date of invoice, invoice number, client details, company’s details, date of service, description, rate per hour, line total, remarks, receipts or payment instructions, gross total, tax, discount, and eventually finding out the net total.It would help if you always started by filling up the invoice number and date of invoice and then proceeded with the following details.You must provide the company’s name, address, contact number, email id, fax, and registration number.You must then fill in the client’s name, number, and address.You must then complete the details about the agreement, purchase order number, and payment terms.You must proceed with the next segment and fill up the description of the services available, the service date, the number of hours, the rate per hour, and the line total. One must calculate the line total by multiplying service hours with a rate per hour.One must add the line totals to arrive at the sub-total. The latter will be subtracted from the discount and added with tax to arrive at the final amount the client will need to pay to the professional consultant or a consultancy company.

This article has been a guide to the Consultant Invoice Template. Here we provide you with a free downloadable consulting invoice service template to maintain or focus on its consulting goals. Also, you can download and use this template in Excel, Google Sheets, or PDF format.

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