Clearly List Your ServicesĬreate an itemized list of all the services you’ve provided, including: Include the invoice number in the top portion of the invoice.
You can also create a numbering system that incorporates the invoicing date, if you prefer. So, your first number can be Invoice #001, your second invoice can be Invoice #002 and so on. The easiest method of numbering invoices is to do so sequentially. A consistent numbering system also helps you file your invoices and keep your records organized. Numbering your invoices makes it easy for you and your clients to refer to a specific invoice if questions ever arise. Number Your InvoicesĪssign a unique number to every invoice you create. This will help both you and the client file the invoice for bookkeeping purposes. List the date that you’re preparing the invoice below the client’s contact details. Taking the time to confirm the correct billing contact can help you get paid faster for your services. If your clients are larger companies, it’s likely your contact for invoicing will be someone in the billing department, rather than your day-to-day business contact. Make sure you list the correct point of contact on every bill you create. Include the word “Invoice” in your header so clients can see at a glance what the document isīelow the header, you’ll need a space on your invoices to fill in the client’s contact information.Your business contact information, including your name, address, phone number and email.Include the following in the header of your invoice template: When writing your first consultant invoice, you’ll want to create a standard header that appears on every bill. If you need help setting your hourly rate, the Small Business Administration has a helpful blog post for consultants on calculating your hourly rate. Tracking your hours is the first step in invoicing as a consultant, so you can bill clients hourly. It’s important that you capture every billable hour in your records, so that you don’t miss any potential revenue. Make sure the system works for you and is something you can stick with for the long term.
If that’s the arrangement you have with some or all of your clients, it’s important that you develop a system to track your hours. It’s common in the consulting industry for businesses to charge clients by the hour. Here’s a simple guide that shows you how to invoice clients as a consultant: 1. These topics will teach you how to invoice as a consultant and get paid faster for your services:įree Consultant Invoice Template How to Invoice as a ConsultantĬonsultants need to create professional invoices that clearly list their services, their hours worked and the amount owed for the invoice. Consultants should carefully record the time they spend working on each project and invoice their clients regularly to get paid for their work. Tracking billable hours and invoicing clients for your time is a key part of running a consulting business.
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