The Bookkeeping Services Invoice Template is one of the tools in your business that will help you collect the money owed to you by a Client. This type of paperwork is often employed when a service has been rendered with the understanding that payment will be submitted at a later date. It is considered extremely wise to cover all the bases by further solidifying that you or your company will be paid for the services it rendered by issuing paperwork to the Client that specifically states how much is owed, why this amount should be paid, and to who this payment should be submitted. You may download this template in any of the three file types available then use it at your discretion in the future.
Salary & Hourly Wage ($/hr)
How to Write in PDF and Word
Download: Adobe PDF & Microsoft Word (.docx)
1 – You Will Need The Displayed Template To Invoice A Bookkeeping Client
When you are ready to invoice your bookkeeping Client, select the “PDF” button displayed with the image on this page. If you do not have the software capable of editing this type of document in any of the available formats, you may access the PDF version with your web browser then fill it out by hand.
2 – Clearly Introduce Your Business Name And Details
The initial area of the template will require some company information. The first line, “Name,” must have the name of your Company or, if you are a contractor, your name supplied to it. You will also need to present your business address using the blank lines “Street Address,” “City, State, Country,” and “Zip Code.” The first of these lines is reserved for your building number, street name, and apartment or suite number (if applicable). The next line will accept the name of the city, state, and country where the address you reported is located. Finally, The “Zip Code” should be documented in the next space. Your Client will also expect to see some more immediate contact information included with this paperwork. The next two spaces (“Phone” and “E-Mail”) will give you a distinct area where you can include your telephone number(s) and company e-mail address. You may supply as many telephone numbers as you wish (i.e. business number and cell phone).
3 – Attach The Invoice Number To The Bookkeeping Client
In most cases, a specific identification number will be attached to a job for billing purposes. Record the unique number assigned to the contract being invoiced on the line labeled “Invoice #” 
Locate the “Date” line directly across the page from the invoice number you just entered. Use this blank space to attach an invoice date to this document. Keep in mind that, in the future, the Client will often refer to this job and this invoice using these items. In addition to the above items, it will be important to address the entity that is responsible for submitting a payment to satisfy this invoice. Thus, fill in the official name of the individual or company this invoice must be addressed and sent to on the line labeled “Name” under “Bill To.” 
Follow through with this report by documenting the “Street Address,” “City, State, Country” and “Zip Code” the Client above uses as a business address.
4 – Present A Record Of The Bookkeeping Services Billed In This Paperwork
A basic table with four columns has been placed beneath the “Bill To” section. Here, we will define what the Client is being charged for using the three columns. The first of these columns, “Description,” must be filled out with service or product the Client must pay for. You can use this column to describe a project or a calendar date. 
Now, the second column allows for some additional information to supplement the job description or project hours you defined. Record how many “Hours” you, or your employee, spent on the project or date in the second column and the same row as that description. Finally, record how much per hour you or your employee expect the Client to pay for each hour worked in the “Hourly Rate” column. This number should relate to the information you supplied to the first and second columns.
5 – Record How Much Each Service Costs Then Produce The Total Amount Owed
Read across each row. If you have supplied information to the “Hours” column and the “Hourly Rate” column, you will need to produce a total for the date or project the Client is paying for. Multiply these two numbers then report the product in the column labeled “Amount.” Now it is time to turn our attention to the bottom of this column. The boxes labeled “Subtotal,” “Tax,” and “Total” will all require a value reported. First, add each number you recorded above and furnish the total to the box labeled “Subtotal.”
If you must charge taxes to the Client, then enter the dollar amount you expect the Client to pay to cover the taxes for this purpose in the “Tax” box. Record the sum of “Subtotal” and “Tax” in the box labeled “Total.”
6 – Deliver Any Additional Information Concerning This Invoice
The last two items in this document can be considered optional however, it is strongly recommended you utilize the statement “Payment Is Due Within #” to inform the Client how many days after receiving this document that he or she must pay this bill. If desired, then input this number of days on the blank space after the “#” sign. 
If you must give your Bookkeeping Client additional instructions or terms you may do so by directly recording them on the line after the words “Comments Or Special Instructions.”
How to Write in Excel
Download: Microsoft Excel (.xlsx)
1 – Download This Excel Form To Issue Your Bookkeeping Client An Invoice
You can either open the template you require by selecting the button “MS Excel.” You must have software capable of opening and editing an excel file to work with this onscreen.
2 – This Invoice Will Need Some Reference Information
Once you have opened this document, enter the reference number assigned to the job being billed through this invoice in cell F4. This should be a unique document number that will be used when referencing this paperwork and the job being billed. Note, the cell adjacent to this, H4, will contain the current calendar date however, you can replace this with any date you prefer. 
3 – Furnish Some Basic Definitions To The Cells In Column A
You will need to furnish some information to the first column of this sheet. The first order of business will be to introduce this paperwork with the logo used by your company or business. This can be done by replacing the contents of cell A1 with your .jpg, .png, .tiff, or other compatible image file. The name of your business should be supplied to cell A2. Make sure you supply the full name of the business or company you own or represent as it appears on the books (if it is registered as such with a state entity such as a corporation).
In the third cell (A3) replace the bracketed label “Name” with your own. Now we will need to provide the Client with the means to submit payment and/or contact you. This task will be satisfied by inputting the mailing address where the Client should send payment to cells A4 through A6. Begin by producing the building number, street name, and suite number to cell A4. You should continue delivering the mailing address by recording its city, state, and country in cell A5. Finally, report your mailing address’ zip code to cell A6.
Naturally, you will want to supplement your mailing address with some more contact information should the Client wish to communicate more directly. To this end, furnish your contact business email address to cell A7. Once you have submitted your addresses place your business telephone number(s) in cell A8. You will want to attach the Client being billed to this invoice. Therefore, input his or her name in the cell just below “Bill To” (cell A11). Next, you should enter the Bookkeeping Client’s full street address (building number, street, and if relevant, suite number) in cell A12. Finish up the Client Address by reporting its city, state, and country in cell A13. Then Client’s zip code in the cell below this (cell A14).
4 – Complete This Table With The Information It Requests
The centerpiece of this document will be a four-column table. The first initial columns will need a few definitions supplied. The last column will auto-populate with the correct figures using the figures you report. This table’s first column will be column A. Use this column to define each shift, date, or project the Client will be expected to pay for. 
The number of hours you are billing to the Client should be recorded using the second column (labeled “Hours”). Next, supply the amount of money the Client must pay for each hour of work spent on the project or shift defined in the first column using the rows provided under the column heading “$/Hour.” Notice, this sheet will automatically update itself with information while you work.
The remainder of this table will auto-populate to deliver the of money the Client must pay in the “Total” field. In some cases, you may have to charge taxes to the Client. If so, enter the amount you must charge him or her to pay any required tax in the “Tax” field (H28). This will automatically be added to the total. For our purposes, we shall enter a tax amount of $0.00.
5 – Terms Of Payment And Instructions May Be Included At Your Discretion
Cell A30 will give you the chance to place a time-limit or a deadline upon the Client payment. Use replace the number sign in this cell with the maximum number of days after receiving this invoice the Client must pay the amount in “Total” or be considered delinquent. 
Finally, you can use the area after “Comments Or Special Instructions” (cell A31) to give the Client information that he or she should receive with this invoice.
