Line items
I take a 30% deposit when you sign the proposal. The remaining 70% is payable on completion. This invoice is payable on the date shown above. Late payment may delay handover of work.
Totals
Thanks for trusting me to get this sorted
Free Consulting Invoice Template
A consulting invoice covers the billed line items, the totals due, and the payment terms for deposit, balance, due date, and late payment.
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The work gets scoped, the decisions get made, and then the client needs a consulting invoice that feels specific to the work, not like a generic charge for “advice”. This invoices, payments and receipts template gives the bill a clear place for the actual work and numbers, with the payment terms written out so the awkward bits don’t end up in a follow-up email.
The client reads the Line items first, then reaches the terms under “I take a 30% deposit when”, where the invoice explains the deposit, the remaining balance on completion, the due date, and what late payment can affect. The page uses Raleway headings with Roboto body text, with brass accents and a gloss-enamel blue call to action so the document reads like decision-making and money-handling, not a pitch deck.
- Line items Swap the placeholder service line for the consulting work you’re billing and set the prices that apply to this client.
- I take a 30% deposit when The invoice spells out the deposit, the remaining balance on completion, when payment is due, and what late payment can delay.
- Totals The totals block shows what’s due based on the line items, so the client can see the amount without hunting through the page.
- Thanks for trusting me to get this sorted Use the closing note for a short sign-off that matches the tone of the engagement before you send the invoice.
In Plutio, you replace the placeholder line with your own lines and prices, then send the invoice and collect payment online if you’ve connected a payment method. The totals update from the line items, leaving the client with one amount due and clear terms underneath.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a consulting invoice
| Part | What it covers |
|---|---|
Line items | The Line items section holds the billable work, so you can replace the placeholder line with your own description and prices. |
I take a 30% deposit when | The payment-terms section carries a invoices, payments and receipts totals block and the written deposit and balance wording, so the client sees what’s due and when before they reply. |
Thanks for trusting me to get this sorted | The closing section gives you a place for a brief sign-off so the invoice ends with a human line, not just numbers. |
Who it is for
Independent consultants and small consultancies billing for operations, strategy, or change management work once deliverables and next steps are agreed.
The invoice in full
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Questions about this invoice template
What should a consulting invoice include?
A consulting invoice usually includes the billed line items, the totals due, and the payment terms. This one also states a 30% deposit on signing, the remaining 70% on completion, the due date, and a late-payment note.
How do I invoice a deposit and the remaining balance for consulting work?
The invoice needs wording that says what triggers the deposit and when the balance is due. This template includes deposit and balance terms in the payment section, and you adjust the line items and prices to match what’s being billed.
When is a consulting invoice due?
The due date should be stated on the invoice, along with any terms about what happens if payment is late. This template includes “payable on the date shown above” and a note that late payment may delay handover of work.
What should consulting line items look like on an invoice?
Consulting line items work best when they name the work being billed in plain language, not vague labels. This template starts with a placeholder line item, which you replace with your own descriptions and prices.
Do I need to connect a payment method to get paid online?
Online payment needs a payment method connected before you send the invoice. If no payment method is connected, the invoice can still be sent, but payment won’t be collected online through the invoice.
How do clients know what they’re paying and when?
Clients look for two things: the totals due and the payment terms. This template puts the totals with the invoice and states the deposit, remaining balance, due date, and late-payment wording in the terms section.
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