Consulting Invoice Generator

1. 1

   Set your rate

   If you bill by time, calculate the hourly rate you need from your income target, expenses, and expected billable hours.

   Calculate your rate →

2. 2

   Quote the work

   Establish pricing before the engagement starts—hourly, daily, a fixed project fee, or milestones.

   Create a quote →

3. 3

   Track your time

   Record the date, work performed, and hours so you have a clear record when preparing the invoice.

   Create a timesheet →

4. 4

   Create the invoice

   Bill hours, a project fee, a retainer, and approved expenses on a consulting invoice.

   Create an invoice →

5. 5

   Set the due date

   Turn due on receipt, Net 15, Net 30, or a specific date into a calendar due date.

   Calculate a due date →

Create a Consulting Invoice

Hours worked × Hourly rate = Consulting fee

18 hours × $175/hour = $3,150

Example amounts only—not a recommended rate.

1. 1

   Calculate your rate

   Use your income target, expenses, and billable hours. The result is based on the numbers you enter, not a market consulting rate.

   Open the rate calculator →

2. 2

   Track your hours

   Record dates, descriptions, and hours. A timesheet does not copy those hours into the invoice.

   Open the timesheet →

3. 3

   Create your invoice

   Enter those hours and the agreed rate as invoice line items.

   Create an invoice →

Days worked × Day rate = Consulting fee

3 days × $1,200/day = $3,600

Example amounts only. This page does not define a standard consulting day.

Calculate Your Rate

Create a Timesheet

Create a Retainer Invoice

Calculate a Due Date

Calculate a Late Payment Fee

• Consultant or business name
• Client information
• Invoice number
• Invoice date
• Payment due date
• Description of consulting services
• Billing period, where useful
• Hours or days and rate for time-based billing
• Fixed or milestone fees where applicable
• Approved expenses
• Applicable taxes
• Total amount due
• Payment terms
• Notes

1. Add your business and client information.
2. Identify the engagement or billing period.
3. Add the consulting services being billed.
4. Enter hours, rates, fixed fees, or expenses.
5. Add applicable taxes or discounts.
6. Set the due date and payment terms.
7. Review the total and create the invoice.

Create a Consulting Invoice

Invoice vs. timesheet

A timesheet records when and how much time was worked. An invoice requests payment for the consulting services provided. Timesheet → Invoice.

Invoice vs. quote

A quote communicates the proposed price before the work is performed. An invoice requests payment for the work being billed. Create a quote in the Quote Generator or read Estimate vs. Quote.

How do I create an invoice for consulting services?

Open the Invoice Generator, add your business and client details, list the services you are billing, enter hours and rates or a project fee, set the due date and payment terms, then review the total.

What should be included on a consulting invoice?

A consulting invoice typically lists your business, the client, an invoice number and date, a description of the work, hours and rate or a fixed fee, approved expenses, the total, and payment terms. What you include depends on the engagement.

How do consultants bill hourly work?

Record the hours worked and multiply by the agreed hourly rate. A timesheet can document the dates, descriptions, and hours before you create the invoice.

Can consultants charge a fixed project fee?

Yes. The invoice can show one line for the agreed project or deliverable instead of individual hours.

How do I invoice a consulting retainer?

Add the agreed retainer as an invoice line item and note the period or scope it covers. Create a new invoice each time a retainer is billed.

What payment terms should consultants use?

Use the terms in your agreement. Examples include due on receipt, Net 15, Net 30, or a specific date. The Invoice Due Date Calculator can turn a term into a due date.