A personal assistant invoice covers the work being billed as line items, the totals due, and the payment terms.
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When a week runs on somebody else’s calendar, the worry isn’t the big stuff. The worry is the small miss that turns into a public mess, and the extra back and forth it takes to explain how everything needs to run. A Personal Assistant Invoice gives the client one clear bill for executive support work, so the admin doesn’t turn into another thing to manage, with teal accents under Lora headings and Roboto body text.
The client sees the billed work first in Line items, then the total due, and then the terms in Payment is due on the date, which spells out that invoicing happens at the start of each period with payment due within seven days. The closing line, Thanks for trusting me to keep your week on track, finishes the page without adding more decisions or extra instructions.
In Plutio, you send the invoice and the client can pay online if you’ve connected a payment method under invoices, payments and receipts. Before sending, swap the placeholder line item for your own services and prices so the totals match the period you’re billing for.
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.
| Part | What it covers |
|---|---|
Line items | The Line items section is where the billed work and prices go, and the totals update from what you enter. |
Payment is due on the date | Payment is due on the date carries the totals and the payment terms, including invoicing at the start of each period and payment within seven days. |
Thanks for trusting me to keep your week on track | The sign-off line closes the invoice after the terms, so the client ends on a clear acknowledgment rather than another request. |
Independent personal assistants, executive assistants, and remote admin support providers billing clients for ongoing executive support work.
Line items
Payment is due on the date shown above. I invoice each period at the start of that period and take nothing up front. Please pay within seven days of the invoice date so I can keep your schedule running smoothly.
Totals
Thanks for trusting me to keep your week on track
A personal assistant invoice should list the work being billed as line items, show totals due, and state the payment terms. This template includes all three, with the terms written out under the totals.
Ongoing executive support often gets billed per period, with the invoice issued at the start of that period. The payment terms section in this invoice matches that approach and asks for payment within seven days of the invoice date.
Online payment is available if a payment method is connected before you send the invoice. Without that connection, the invoice still works as a bill with totals and terms.
Including payment terms on the invoice avoids follow-up messages about when payment is due. This invoice states that payment is due within seven days of the invoice date.
An invoice can list detailed tasks or grouped entries, as long as the client can see what they’re paying for. The line items area is where you decide the level of detail and set the price for each entry.
Time tracking isn’t required to invoice for inbox and calendar work if you bill by package, retainer, or period. This template bills through line items and totals rather than timesheets.
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