CONSULTING INVOICE ================== Disclaimer — not legal advice. This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use [YOUR PRACTICE NAME] [YOUR ADDRESS], [CITY], [POSTAL CODE], [COUNTRY] [YOUR EMAIL] | [YOUR PHONE] Tax ID: [YOUR TAX ID] ------------------------------------------------------------ Bill to ------- [CLIENT LEGAL ENTITY NAME] [CLIENT BILLING ADDRESS], [CITY], [COUNTRY] Client tax ID: [CLIENT TAX ID — if required] Budget holder / sponsor: [NAME, TITLE] Invoices to: [ACCOUNTS PAYABLE EMAIL] ------------------------------------------------------------ Engagement references --------------------- Field | Detail ---------------------- | ----------------------------------------- Invoice number | [INVOICE NUMBER] Issue date | [DATE] Due date | [DATE] (Net [30] days) Engagement | [ENGAGEMENT NAME] Statement of work | [SOW NUMBER], dated [DATE] Purchase order | [PO NUMBER] Phase / period covered | [PHASE NAME] / [START DATE] to [END DATE] Currency | [CURRENCY] Day definition: one consulting day = [8] hours. Half days are billed for [4] hours or less. ------------------------------------------------------------ Professional fees ----------------- # | Phase | Description | Days / installment | Rate | Amount - | --------------------------------- | -------------------------------------------------------------------------------------------------- | ------------------ | ---------------- | -------- 1 | [PHASE 1 — e.g. Discovery] | Stakeholder interviews ([N] interviews) and current-state review | [3.0] days | [DAY RATE] | [AMOUNT] 2 | [PHASE 1] | Workshop preparation | [1.0] day | [DAY RATE] | [AMOUNT] 3 | [PHASE 1] | Workshop facilitation, [DATE], [LOCATION / REMOTE] | [0.5] day | [DAY RATE] | [AMOUNT] 4 | [PHASE 1] | Workshop write-up and synthesis | [1.0] day | [DAY RATE] | [AMOUNT] 5 | [PHASE 2 — fixed-fee installment] | [GATE NAME, e.g. Recommendations report issued DATE] — installment [2] of [3] ([40]% of fixed fee) | 1 | [AMOUNT] | [AMOUNT] 6 | [ASSOCIATE NAME / ROLE] | [SPECIALIST WORK, e.g. financial model review] | [DAYS] | [ASSOCIATE RATE] | [AMOUNT] 7 | Travel time (if agreed) | [ROUTE], billed at [50]% of day rate, capped at [N] hours per trip | [HOURS] | [RATE] | [AMOUNT] | | | | Fees subtotal | [AMOUNT] Work delivered this period -------------------------- - [OUTPUT 1 — e.g. Completed 12 stakeholder interviews across finance, operations and sales] - [OUTPUT 2 — e.g. Facilitated leadership workshop on DATE; write-up issued DATE] - [OUTPUT 3 — e.g. Issued draft recommendations report v1.0 for review] - [DEPENDENCY NOTE — e.g. Phase 2 start moved from DATE to DATE pending data access from client IT] ------------------------------------------------------------ Reimbursable expenses --------------------- Billed at cost, in line with [CLIENT TRAVEL POLICY / AGREED PER DIEM]. Receipts attached or available on request. Date | Category | Description | Receipt ref | Amount ------ | ------------- | ---------------------------- | ----------------- | -------- [DATE] | Travel | [TRAIN / FLIGHT, ROUTE] | [REF] | [AMOUNT] [DATE] | Accommodation | [HOTEL, N NIGHTS] | [REF] | [AMOUNT] [DATE] | Materials | [WORKSHOP MATERIALS / VENUE] | [REF] | [AMOUNT] | | | Expenses subtotal | [AMOUNT] ------------------------------------------------------------ Totals ------ | -------------------------------------------------- | ------------------- Professional fees | [CURRENCY] [AMOUNT] Reimbursable expenses | [CURRENCY] [AMOUNT] Tax at [TAX RATE]% (on [FEES / FEES AND EXPENSES]) | [CURRENCY] [AMOUNT] Total due | [CURRENCY] [TOTAL] Budget status: [DAYS USED] of [DAYS APPROVED] days used under SOW [SOW NUMBER]. Remaining fixed-fee installments: [AMOUNT]. ------------------------------------------------------------ Payment terms ------------- 1. Payment due by [DUE DATE]. Quote the invoice number and PO number as the payment reference. 2. Queries must be raised within [7] business days, naming the specific line. Undisputed lines remain payable on the due date. 3. Late payment: [LATE PAYMENT TERMS AS SET IN THE ENGAGEMENT AGREEMENT]. How to pay ---------- - Bank transfer: [ACCOUNT NAME], [BANK], [ACCOUNT NUMBER / IBAN], [SWIFT / ROUTING] - Card or online: [PAYMENT LINK] ------------------------------------------------------------ How to use this template 1. Copy the SOW number, PO number and phase names exactly as they appear on the client's paperwork. 2. Write the "work delivered" bullets for someone who was not in the room. 3. Keep expenses separate from fees and within the client's travel policy. 4. Send the invoice the day a phase gate is met; for day-rate work, bill monthly in arrears. Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.