Free consultant invoice template (print or save as PDF)

Free consultant invoice template

An invoice built for consultants — sessions, retainers and deliverables. Fill it in and print or save as PDF, free. Billing a monthly retainer? Set it up to run automatically with CrexiPay.

Your logo

[Your Business Name]

[Street address]
[City, State ZIP]
[email@business.com] · [phone]

Invoice

Invoice #: [0001]
Date: [ / / ]
Due: [ / / ]

Bill to

[Client name]
[Company]
[email@client.com]

Payment terms

Net 15 · pay by card
Reference: [0001]

Description	Qty	Rate	Amount
Strategy session — 4 hrs	4	$200.00	$800.00
Monthly retainer	1	$1,500.00	$1,500.00
Report & recommendations	1	$500.00	$500.00

Subtotal$2,800.00

Tax$0.00

Total due$2,800.00

Example figures shown — replace the line items and amounts with your own.
Payment due by [date]. [Add your payment instructions or a short note here.]

Free template from crexipay.com · send invoices and get paid by card at crexipay.com

How to invoice as a consultant

Decide project vs retainer. One-off engagements suit a project invoice; ongoing work suits a monthly retainer.
Set clear payment terms — Net 15 or Net 30 — and put the due date near the total.
Define the scope on the invoice or a linked agreement so extra work is billed separately.
Automate the retainer. Recurring billing means you invoice once and get paid every month.

See how to price and charge a retainer.

Skip the paperwork — get paid by card

A template is a great start. CrexiPay turns it into a branded invoice your client pays in a couple of taps — on your own Stripe account, no code. No Stripe account? We set one up for you.

Get started free