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Free Consulting Invoice Template

An invoice template for consultants: a monthly retainer, workshops or sessions, and expenses at cost, with the period the invoice covers.

  • Free
  • No sign-up
  • Word, Excel and PDF
Consulting invoice template, filled in with a sample
Fill it in online

The free invoice generator adds up the totals and gives you a PDF or a live link to send.

What to include on a consulting invoice

  • Your details Your name or the name of your practice, your address and email.

  • Your client's details The company, its address, and the person who approves your invoices.

  • Invoice number and dates A number you haven't used before, the invoice date and the due date.

  • The period it covers The month or the dates of the engagement, so your client can match the invoice to your agreement.

  • Your fees The retainer, each workshop or session, and extra hours at your hourly rate, one line each.

  • Expenses at cost Travel or other costs you paid for the work, each on its own line, as your agreement allows.

  • How to pay you Your bank details or a payment link, so your client can pay without asking.

How to make a consulting invoice

  1. Download the template for Word, Excel or PDF, or fill it in online.

  2. Fill in your details and your client's, the invoice number and the dates.

  3. Name the period the invoice covers, like a month or a phase of the project.

  4. Add your retainer or fees, then your expenses at cost, one line each.

  5. Check the amount due and your payment details, save the invoice as a PDF and send it to your client.

Questions

How do I invoice a monthly retainer?

Send one invoice a month, with the retainer on its own line and the month it covers. A retainer is usually invoiced at the start of the month, before the work. If the invoice is the same every month, subscription invoicing sends it on a schedule.

Can I add expenses to a consulting invoice?

Yes. Put each expense on its own line at cost, with what it was for, and keep the receipts. If your agreement adds a markup or a limit, follow it.

How do I show hours on a consulting invoice?

Give each task or week a line, with the hours as the quantity and your hourly rate as the price. The Hourly invoice template names those columns Hours and Rate.

Can I invoice a client without a registered company?

Yes. Ruul becomes the legal counterparty on the invoice, so you can invoice clients in 190 countries without a company of your own.

How do I get paid for an invoice?

Put your bank details in the template's payment section, or let your client pay online by card or bank transfer and get paid through Ruul: you receive your payout within 1 business day after your client pays.

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