Accountant Invoice Template enables you to make a straightforward presentation of the accounting services a Client has ordered and must still pay for. Naturally, you will wish to minimize the amount of time spent on any one stage of your invoicing process without sacrificing quality and presenting all the information that many Accounting Clients will consider necessary to review. This need can be answered nicely with a formatted template that has clearly defined areas where this information should be featured for review. You may use such a template as a PDF, a word processing document, or even a spreadsheet. You may fill such a document out manually, via data entry, or by merging with a compatible database (i.e. a mail merge between Word and Access).
Salary & Hourly Wage ($/hr)
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How to Write in PDF and Word
Download: Adobe PDF & Microsoft Word (.docx)
1 – Save The Accountant Invoice To A Folder In Your Network Or Device
Select the “Adobe PDF” or “MS Word” button. This will prompt a dialogue with the site where you will have the option of opening and/or saving this template. It would be wise to save this file to your machine as it can be used in the future at your discretion.
2 – Present Your Firm’s Name And Address With The Invoice Number
This invoice must identify you to the Client immediately when it is opened. Thus, your Accounting Service’s or Firm’s legal name is mandatory in the first field (currently filled in with the words “Company Name.” 
Notice the labeled lines beneath the field you satisfied above. Utilize the first blank lines in this section of the invoice to have your full “Name” (first, middle, last) and business address. Every one of these lines will be labeled with the information you must supply to it. For example, use the “Street Address” space to document your building number, street, and unit number.Your Accounting Client should have your “E-Mail” address and “Phone Number.” This information is usually expected on a bill so that a Customer can choose an expedient method of contacting you.The Accounting Client will (in all likelihood) wish to see the filing or reference number your system uses to identify this bill. This invoice number is a required piece of information on this document. Locate the appropriately labeled blank space in the first shaded bar of this paperwork, then enter the “Invoice #” on it. 
As is the case with the invoice number you reported, it should be considered standard protocol to include an effective calendar “Date” when this document should be thought of as active. This paperwork’s invoice date should be recorded on the blank space labeled “Date.
3 – Address The Accounting Client Directly With The Charges
This bill will naturally have an area where we must attach the Accounting Client’s Name and mailing address. The blank lines under the bold section title “Bill To” will give you a predetermined space to attach this Client to this paperwork properly. The line “Name” in this part is concerned with the Client “Name” while the “Street Address,” “City, State, Country,” and “Zip Code” is reserved specifically for the business address of this entity. 
After supplying the above material to this document, you will need to make an easy-to-read presentation of the accounting services along with the money that must be submitted in exchange for these services. A two-column table, prominently displayed at the center of this page, enables the successful completion of this task. The first field in this table (beneath the “Description” heading of the first column) has been set aside to accept a summary of the services being discussed.
The “Amount” column of this table will contain the field where you can deliver the full price you require the Accounting Client to pay.Direct your attention to the statements under the table where you detailed and priced the accounting services being billed. The first of these sentences will plainly state that the Payer of this invoice only have a certain number of days to pay for the concerned accounting services. Of course, this will require that you name the number of days the Accounting Firm will grant as a grace period. Use the blank space just before the word “Days” to inform the Accounting Client of how many days he or she has.
The blank lines at the bottom of this invoice will accept any additional material that you wish delivered with this invoice.
How to Write in Excel
Download: Microsoft Excel (.xlsx)
1 – Download Your Accounting Invoice As A Formatted Spreadsheet
Download the billing spreadsheet using the “MS Excel” button on this site so you can develop an invoice for your Accounting Clients.
2 – Introduce Your Accountant Office Or Firm As The Sender
Several fields in the first column (A) have been labeled and reserved for specific types of information. The first few rows of this column will require we keep our focus on identifying the Accounting Firm or Business that requires payment for its services. Cell A1, A2, and A3 will specifically request your Accountant Service or Firm’s logo, the legal name of the Accountant Service or Firm, and your own first, middle, and last name. Notice that each of these fields will only require one of these pieces of information. 
The address where your Accounting Business or Firm receives mail must also be featured at the top of this document and attached to your name. The next three fields down this column (A4 through A6) present labels calling for various components of this address. Substitute your information for the text currently in these fields.The two cells (A7 and A8) finishing this section will need the Accounting Firm’s “E-Mail” address and “Phone” number.
3 – Input Information To Invoice The Accounting Client
There are two pieces of information that many would consider mandatory to this document. The first of which will act as a fingerprint for this bill in your system and your Accounting Client. Use the fields making up cell F4 and H4 Notice this document now attaches your Accounting Business to the invoice number above. You must add an additional name to this number – that of the Accounting Client. Name the Accounting Client in cell A11 then list the appropriate address in cells A12 to A14.
4 – Produce A Record Of The Commissioned Accounting Services
Adequately summarize the accounting services or job performed by your Firm for its Client in cell A17. This can be done by shift or by contract. In any case, make sure that the Accounting Client will be familiar with what you list here. 
It is crucial to the function of this document that you give your Accounting Client a specific dollar amount that he or she is expected to pay. Enter the “Amount” the Firm expects of the Payer to submit in exchange for its accounting services in cell H17.
5 – Applicable Payment Terms Can Be Presented With More Information
The next two fields that will can only apply if information is supplied are cells A18 and A19. The first of these cells contains a bracketed symbol. Substitute the number of days that constitute the grace period your Firm will allow the Accounting Client while the second cell (A19) can be employed to furnish the Accounting Client with any additional material considered relevant to this invoice. 
