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Consulting Invoice Template

The Consulting Invoice Template is a document that allows a professional consultant to perform services for their clients and provide them with an itemized statement of services. The document may either be presented at the time of service for payment or the consultant may choose to bill the client at a later date, allowing the client a due date for payment. The consultant will also have the ability to keep a copy of the consultancy itemization for their records.

How to Write

Step 1 – Once the document is downloaded – Submit the following:

Bill From –

  • Consultant’s Name
  • Company name
  • Street address
  • City, State, Zip Code
  • Phone number

Bill To –

  • Client’s Name
  • Company Name (if any)
  • Street address
  • City, State, Zip Code
  • Telephone number

Invoice Information –

  • Number
  • Date
  • Billing due date

Step 2 – Services – Provide the following:

  • The name of the individual or company for which services have been performed
  • Enter the hours spent on the project
  • Enter the cost per hour
  • Enter the total cost in the “total” field
  • When the session is complete or the billing cycle is complete, add all of the numbers in the “Total” column
  • Place that amount in the “Subtotal” field
  • Enter the amount of sales tax
  • Other – enter any added charges, surcharges or upsales
  • To complete – add the subtotal, sales tax and “other” fields to reveal the entire cost of the bill – enter the complete total into the “total” field at the bottom of the column

Step 3 – Terms and Conditions –

  • Read the brief statement
  • Enter the number of days that the client has to provide payment within
  • Submit a percentage per session, hour or overall bill, expected to be added if the bill is received late

Step 4 – Type of Payment –

Credit Card –

  • Select the debit or credit card that would be used for payment
  • Cardholder’s name
  • Account or Credit Card number
  • Expiration date located on the front of the card
  • Submit the CVV security code, a 3 or 4 digit code located on the back of the card
  • Submit the Zip Code connected to the account
  • The client must read the authorization statement
  • Submit the cardholder’s signature
  • Enter the date of signature in mm/dd/yyyy format

Bank Wire – If the client prefers to provide payment with this option, provide the following information:

  • Name on the Bank Account
  • Street address
  • Bank name
  • Account number
  • Routing number
  • Account type

PayPal –

  • Should the client prefer use of PayPal as their payment option, they would simply need to enter the email address connected to their verified PayPal account – the consultant may send a money request to the client’s e mail address for payment. The client would then have the ability to respond with payment via PayPal to the consultant’s PayPal account

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