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Consulting Invoice Template

Day rates, retainer draw-down and expenses at cost, laid out for a finance team. Free PDF, no sign-up.

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A consulting invoice is read by someone who was not in the room. Whatever the engagement was worth to the person who hired you, the invoice has to make sense to a finance team seeing only a figure and a description — which is why the deliverable, the dates and the rate all belong on it rather than in the covering email.

INVOICE Issued
Invoice number:INV-0001
Date of issue:August 2, 2026
Date due:August 16, 2026
Currency:USD
Issued by
Ellery Strategic Advisors
1 Chandler Plaza
Suite 900
60602 Chicago, IL
United States
billing@ellerystrategic.example
Bill to
Brightline Logistics Inc.
4500 Depot Parkway
60432 Joliet, IL
United States
accountspayable@brightlinelog.example
Amount due
$14,230.00
Due in 14 days · Aug 16, 2026
Engagement
Billed against purchase order BL-2026-0418. The retainer paid at engagement start is shown as an amount already paid; the balance below is what remains due for this phase.
Description Qty Rate Tax Amount
Operations review — fieldwork
Six days on site across two depots
6$1,850.00—$11,100.00
Findings report and board presentation
Drafting, review and one presentation
3$1,850.00—$5,550.00
Travel and accommodation
At cost, receipts on file, no handling charge
1$1,420.00—$1,420.00
Follow-up advisory calls
Four calls, one hour each
4$290.00—$1,160.00
Subtotal$19,230.00
Total$19,230.00
Paid to date-$5,000.00
Amount due $14,230.00
Terms
Net 30. Rates are held for the duration of the engagement as agreed.
Invoice #INV-0001 · Ellery Strategic Advisors · Page 1 of 1

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What to put on a consulting invoice

  • The engagement or purchase order number the client's system expects
  • Days or hours worked, with the dates they fall in
  • The deliverable each block of work produced
  • Retainer draw-down, if there is one, showing the balance remaining
  • Expenses at cost, with receipts referenced rather than marked up silently
  • The rate itself, so the arithmetic on the invoice can be checked

Questions

Should I mark up expenses?

If you do, say so — a stated handling percentage is normal and defensible. An unstated markup discovered against a receipt is the fastest way to lose an otherwise happy client.

How do I show a retainer being drawn down?

Bill the work at its full value and show the retainer as an amount already paid, leaving the balance visible. The client then sees both what the month cost and what is left, which is the question they were going to ask anyway.

Ready to bill for it?

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