Consulting Invoice Template
Professional consultants share their expertise in that field with clients. This can result in overlooking billing when hard-pressed for time. oto offers easy online invoicing solutions that allow you to bill faster.
Add Discount/Tax 
Add Notes 
Build Your First Invoice & Get Paid Faster
Our invoice templates are available in Google Docs, Google Sheets, Word, PDF, Excel, Canva, Notion, Figma, and Illustrator. Simply hit the download button, update the invoice with your design logo and branding, fill in the details, and you’re ready to hit send!
Table of Contents
1. Choose your currency
2. Enter your name
3. Enter your client's name
4. Invoice issue date
5. Invoice due date
6. Enter your services and describe what you offered
7. Add tax or discount
8. Add special notes or payment information
What to add in a consulting invoice
1. Invoice number and date
Include the invoice number and date at the top of the invoice to make it easy for the client.
2. Business and Information
This is where you include you or your business name, address, number, email, or any other info you see necessary
3. Client information
This is where you include the client’s name, address, number, email, or any other info you see necessary.
4. Description of work and rates
Include a short description of the work you did, the quantity delivered or hours worked, and the price for each item.
5. Discounts, tax, and total amount
Add any discounts, your tax, and include the total amount needed to be paid at the bottom
6. Notes
Include any notes you have, if there are any, at the end of the invoice
How to send an invoice if you’re a consultant
Billing clients for consultancy services offered is one of the most important things you must do for your career in order to thrive. The simplest and fastest way to send an invoice is by email. It allows you to attach an uneditable invoice in PDF format to help prevent fraud. Make sure to include a brief description of your company and of the invoice in its body.
When to send a consulting invoice
The right time to send an invoice is immediately after you’ve finished the work assigned to you by a customer. Sending it right away after service delivery is the surest way to keep cash flow consistent for your consulting business. Remember, you need this cash to grow your business and cater to your work expenses.
How to charge for consulting work
The rate you charge as a consultation fee should always be determined by the value you have attached to your work. Factors that may influence this include the competitive landscape, your experience, and the scope of your work.
Here’s a look at popular pricing options for consultants:
- Hourly/daily billing
- Fixed-price per project
- Retainers
- Commission basis, as agreed with the client
Before you settle on a pricing option, consider the following tips:
- Make sure to adapt your rates as you gain experience
- Ask for a deposit when dealing with a fixed project
- Network with other freelancers to get an insight into the industry rates
- Use different pricing strategies for various clients
