Bookkeeping Invoice Template
Bookkeepers spend their days reconciling other people's numbers, so their own invoices had better be exact. Monthly packages, catch-up work and payroll runs each appear with the period they cover. Clients see precisely which months and accounts were handled.
Free. Edit online and download as a PDF.
Balanced books, starting with your own invoice.
What to include on a bookkeeping invoice
Period covered
State the month or quarter of books you closed. Catch-up work should show its date range apart from ongoing service.
Package tier and limits
Name the plan and its transaction or account limits. Overages then have a clear reference point.
Add-on services
Payroll runs, sales tax filings, year-end 1099 preparation and cleanup projects should each have their own line.
Reports delivered
Mention the reports provided, such as a profit and loss statement and balance sheet, so the client knows what they've received.
A sample bookkeeping invoice.
Brass Tack Bookkeeping billing Riverbend Veterinary Clinic, on Net 15 terms. Open it in the generator and every line is yours to edit.
Open this sample| Item | Qty | Rate | Amount | |
|---|---|---|---|---|
Monthly bookkeeping: October Up to 150 transactions, two bank accounts 1 × $450.00 | 1 | $450.00 | $450.00 | |
Catch-up bookkeeping: Q2 Three months reconciled, hourly 9 × $65.00 | 9 | $65.00 | $585.00 | |
Payroll processing Biweekly runs, 12 employees 2 × $95.00 | 2 | $95.00 | $190.00 | |
Sales tax return preparation Monthly return, prepared for your review 1 × $75.00 | 1 | $75.00 | $75.00 | |
| Subtotal | Subtotal | $1,300.00 | ||
| Balance due | Balance due | $1,300.00 | ||
Notes. Your October reports are in the shared folder, with two uncategorized transactions flagged for your review.
Terms. Payment is due within 15 days, and autopay clients are charged on the first business day. Balances more than 30 days past due may incur a 1% monthly late fee.
Billing tips for bookkeepers.
Price by volume, not hours
Monthly tiers based on transactions and accounts are easier to sell, and they reward efficient processes.
Quote catch-up work separately
Backlogs are unpredictable. A separate estimate protects your monthly rate and sets fair expectations.
Bill in advance with autopay
Charging at the start of each month avoids chasing payment from clients whose finances you know better than anyone.
The same invoice, four ways.
Three free designs and a taste of Pro. Switch at any time, or browse all 48.
Bookkeeping invoicing, answered.
How much detail should a bookkeeping invoice include?
Should bookkeepers charge for cleanup separately?
Are bookkeeping services taxable?
Is this template free to use?
Can I add my own logo and colours?
Related templates.
All templates- ConsultingClear invoices for considered advice.View template
- Legal ServicesBilling as careful as your counsel.View template
- FreelanceYour work, billed with the same care.View template
Send it. Get paid. Automatically.
Pro turns the invoice you just made into one that delivers itself, takes payment and follows up.
Send and track
Email a payable link and see the moment it's opened.
Get paid online
Card and bank payments, recorded against the invoice.
Reminders on autopilot
Polite follow-ups that stop when you're paid.
Your next bookkeeping invoice, done.
Start from this sample, make it yours, and download a polished PDF in under a minute.