Accounting invoice template
As a professional accountant, you work hard to get your clients’ books balanced and their tax returns calculated, so you don’t have time to spare for more paperwork, like creating different invoice formats for your clients. Get a little help with managing your business by using one of our easy-to-use, fully customizable accounting invoice templates in Word, Excel, PDF, Google Docs, and Google Sheets. Spend your time crunching numbers for your clients, instead of running around doing time-consuming administrative work.
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Accountant
Download, customize, and send this invoice to all your accounting clients. Whether it’s for doing taxes, preparing a financial statement, or managing a budget, you can modify this invoice template for all your accounting services.
Tax accountant
Don’t use your time trying to design invoices. Your clients need your expertise to help them minimize the amount of tax they have to pay. Customize this free invoice template for all your tax accounting clients.
Bookkeeper
This invoice template is so flexible it can be used to bill all your clients – no matter what type of bookkeeping services you provide. Add lines to describe all the work you do to help keep their businesses in order.
Financial advisor
Whenever the market goes up or down, you are there to help your clients’ investments stay strong so they can reach their financial goals. Capture all the costs for your financial know-how with this free professional invoice template.
Whenever the market goes up or down, you are there to help your clients’ investments stay strong so they can reach their financial goals. Capture all the costs for your expertise with this free financial advisor invoice template.
Insurance agent
You give your clients peace of mind through your professional insurance expertise. You work hard to find the right insurance plans for your clients, so use this free customizable invoice template to detail all your time and effort.
Alternatives to using accounting invoice templates
Make your accounting business a success by finding out more about what Wave can offer you. Save time and take even more work off your hands by trying our free automated invoicing and powerful accounting.
Why accountants should send professional invoices
Numbers are your forte, so you use your considerable skills to balance books for companies, and manage financial matters for individuals.
You need an invoice that is flexible enough to capture all the services and expertise you provide – while ensuring your charges are completely transparent in accordance with any applicable federal and state laws, as well as your professional organization.
A well-designed, easy-to-understand invoice also reflects on your reputation and expertise, and creates confidence and trust in your skills as an accountant.
Once you've downloaded your free invoice template, you'll need to customize it to fit your specific business. Here are the 10 key things to include on your invoice:
- Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.
- Company Details: Add your company name, address, phone number, and logo to the top-right corner.
- Customer Details: Under "Bill To", add your customer's name, address, and contact information.
- Invoice Number: Include a unique invoice number to help you track down this invoice in the future. You can format this based on sequence and customer. For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001.
- Dates: Include the date when your invoice has been issued and the date when payment is due.
- Line Item: Add individual line items for each unique good or service you provided. For each line item, include a brief description, quantity, individual unit price, and total price.
- Subtotal: Add up the subtotal of your goods or services, before tax has been applied.
- Tax: Indicate the tax rate applied to the subtotal. This is legally required to provide on invoices, and your rate may differ depending on where you run your business.
- Total: Outline the total amount due from the customer, after tax.
- Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).
What should be included on an invoice for accountants?
You work hard for your clients, so follow these quick steps to make sure your invoices also work hard to get you paid property and promptly for your accounting expertise.
- Look through our wide selection of specially designed accounting invoice templates in different styles and colors, and pick the one you like in the format you use – Word, Excel, PDF, Google Docs, or Google Sheets
- Download the invoice template. It’s easy to do – and best of all, it’s free!
- Insert your accounting business name and contact information. If you provide specialized services, like tax accounting – mention it here
- Insert your accounting business logo – along with your website, and your professional designations
- Add in your client’s name and contact information
- Generate a unique invoice number and add it to the template
- Include the date of the invoice, along with the payment due date
- List the accounting services you provided, with descriptions and a fixed-rate or hourly fee
- The invoice can be easily customized to include all the details for each client
- If you are including a discount for your services, add a line explaining the discount so your client knows they are paying a reduced fee for your expert accounting service
- Calculate your total fees, including applicable tax, and enter the total
- Include your payment terms, including the methods of payment you accept
- Add a personal line at the end to thank your client for their continued business and for entrusting their financial affairs with you
- Save the invoice – and send it off to your client!
When is the right time to send an invoice as an accountant?
The right time to send an invoice depends on the accounting services you provide. If you are competing a tax return or some other once-a-year service, most accountants invoice directly after completion.
If you provide year-round services, such as managing the company payroll, or the monthly balancing of the books, you will want to invoice monthly, or at another appropriate time period, to keep your revenue flowing in.
Whatever payment cadence you choose, make sure it’s clearly noted on each invoice, and clarify what portion of the final ‘cost’ has been paid to date.
Invoicing tips for accountants
Include professional recommendations
Keep a record of your work with numbered invoices
Accept a variety of payment methods
Always include a ‘payment due’ date
Free Invoice Template vs. Wave Invoicing Software
