< Back to Stories

Invoice Templates for Consulting Services

Save time and earn more with Invoicer.

Running any consulting business is a rewarding and exciting career to help others in your industry. By putting your knowledge and experience to work for others, you not only stand to improve the lives of others, but you also have a chance to make a living doing something completely fulfilling.

Unfortunately, creating custom invoices for consulting services can not only be time-consuming but can also be frustrating. While you’re trying to juggle a hectic schedule and client appointments, you’re also busy trying to keep up with writing out invoices for each service you perform.

Invoice templates are the perfect solution for any consulting business. Read on to learn everything there is to know about invoice templates for consulting services, including:

  1. What is a Consulting Invoice Template?
  2. The Benefits of Using Invoice Templates for Consulting Services
  3. What to Include in an Invoice Templates for Consulting Services
  4. How to Create Invoice Templates for Consulting Services
  5. Other Invoicing Tips for Consultants
  6. See How Invoicer Can Help You Work Smarter, Not Harder

What is a Consulting Invoice Template?

If you’ve found that invoice management is taking away from your consulting time, a better way to work is to take advantage of templates. Invoice templates for consulting services allow you to create one standard invoice, which includes the key invoice information every invoice should have, including your company’s name, logo, and contact information and save it as a base template for future invoices. That way, you can quickly adjust the necessary fields, such as the services provided and their costs, and your invoice is ready to send in minutes.

The Benefits of Using Invoice Templates for Consulting Services

Using consulting invoice templates provides several benefits, including:

  • Saves time over creating each invoice individually
  • Promotes professionalism through uniformity
  • Reduces the time required to train staff on invoice creation
  • Templates can be easily customized and updated as needed
  • Includes the necessary fields for accounting and payment
  • Optimized templates provide customers with a seamless payment experience

Using ready-made consulting invoice templates can save you time and money while providing your customers with a consistent experience. This level of consistency will support your branding efforts, reputation management, and general marketing.

What to Include in an Invoice Templates for Consulting Services

When creating an invoice template for consulting services, you want to provide all of the pertinent details that your clients will need, but you also want to remember to include details that will benefit your company. For example, if you assign an account or service number to each client or job, you should have space for this information in your template. While the account or service number may not be vital for the customer, it can help your business internally track performance.

Each invoice you create should include all the details your client needs to pay you.

Additionally, you will want to include space for notes and additional information on each invoice template. Here, you can compose specific details you need to remember about each job, but it is also great to provide notes thanking the client for their business.

Of course, you will also want to reserve space to include the client name, the date you provided the service, and your business name and contact details. This information is crucial if you need to contact the client or if the client needs to contact you.

When sending an electronic invoice, you also want to include a way for clients to make a payment right from the invoice. Ideally, clients should have multiple payment options, including multi-currency support, credit cards, debit cards, PayPal, Google Pay, Apple Pay, and more. It’s well-known that including an option to pay within an invoice makes it easier for clients to play you, and you are more likely to receive payment on time.

How to Create Invoice Templates for Consulting Services

To create an invoice template for your consulting services business, you can use several word processing programs, but these generally are not designed for professional design work. As a result, invoices created using programs like Microsoft Word usually look rather plain and boring. Also, using word processing software to create a consulting invoice template requires lots of formatting work to get everything to line up correctly.

You can create invoice templates manually, using a word processing program, or downloading them on the web. What if there is an even better way to create professional invoices?

The best solution is to use a reliable and affordable software like Invoicer.ai. With a library of downloadable invoice templates and an invoice creation tool that helps address common challenges consulting service providers and other professionals face. Invoicer boasts an easy-to-use editor for customizing your invoice templates, filtering and sorting features to help you find invoices faster, and several integrated payment options to give clients choices to pay from within the invoice itself.

Other Invoicing Tips for Consultants

Below are some additional tips to help your consulting services business create better invoices:

  • Include information about remaining payments if a client is on a subscription plan
  • Make sure you know who in an organization is supposed to receive your invoices
  • Spell out terms on your invoice related to any additional fees, including late payment fees
  • Review your contracts before creating your invoice templates to make sure your invoicing matches
  • Double-check your invoices before sending them out to ensure accuracy

Lastly, consulting services typically bill based on the time spent with a client, so consider this, and include whether you’re billing by the hour, 15-minute increments, or some other denomination of time.

See How Invoicer Can Help You Work Smarter, Not Harder

If you’re ready to save time, ensure consistency, promote professionalism, and get paid faster, check out Invoicer today! To learn more about Invoicer’s powerful, intuitive features and try our invoice creator for yourself, get UNLIMITED ACCESS with the 100% FREE 14-Day trial.

See how fast and easy Invoicer is.

Read More