Accounting invoice template

As a professional accountant, you work hard to get your clients’ books balanced and their tax returns calculated, so you don’t have time to spare for more paperwork, like creating different invoice formats for your clients. Get a little help with managing your business by using one of our easy-to-use, fully customizable accounting invoice templates in Word, Excel, PDF, Google Docs, and Google Sheets. Spend your time crunching numbers for your clients, instead of running around doing time-consuming administrative work.

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Choose the best invoice template for your accounting business

Accountant

Download, customize, and send this invoice to all your accounting clients. Whether it’s for doing taxes, preparing a financial statement, or managing a budget, you can modify this invoice template for all your accounting services.

Tax accountant

Don’t use your time trying to design invoices. Your clients need your expertise to help them minimize the amount of tax they have to pay. Customize this free invoice template for all your tax accounting clients.

Bookkeeper

This invoice template is so flexible it can be used to bill all your clients – no matter what type of bookkeeping services you provide. Add lines to describe all the work you do to help keep their businesses in order.

Financial advisor

Whenever the market goes up or down, you are there to help your clients’ investments stay strong so they can reach their financial goals. Capture all the costs for your financial know-how with this free professional invoice template.

Insurance agent

You give your clients peace of mind through your professional insurance expertise. You work hard to find the right insurance plans for your clients, so use this free customizable invoice template to detail all your time and effort.

Alternatives to using accounting invoice templates

Make your accounting business a success by finding out more about what Wave can offer you. Save time and take even more work off your hands by trying our free automated invoicing and powerful accounting.

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Why accountants should send professional invoices

Illustration of invoice being sent

Numbers are your forte, so you use your considerable skills to balance books for companies, and manage financial matters for individuals.

You need an invoice that is flexible enough to capture all the services and expertise you provide – while ensuring your charges are completely transparent in accordance with any applicable federal and state laws, as well as your professional organization.

A well-designed, easy-to-understand invoice also reflects on your reputation and expertise, and creates confidence and trust in your skills as an accountant.

What should be included on an invoice for accountants?

You work hard for your clients, so follow these quick steps to make sure your invoices also work hard to get you paid property and promptly for your accounting expertise.

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  • Look through our wide selection of specially designed accounting invoice templates in different styles and colors, and pick the one you like in the format you use – Word, Excel, PDF, Google Docs, or Google Sheets
  • Download the invoice template. It’s easy to do – and best of all, it’s free!
  • Insert your accounting business name and contact information. If you provide specialized services, like tax accounting – mention it here
  • Insert your accounting business logo – along with your website, and your professional designations
  • Add in your client’s name and contact information
  • Generate a unique invoice number and add it to the template
  • Include the date of the invoice, along with the payment due date
  • List the accounting services you provided, with descriptions and a fixed-rate or hourly fee
  • The invoice can be easily customized to include all the details for each client
  • If you are including a discount for your services, add a line explaining the discount so your client knows they are paying a reduced fee for your expert accounting service
  • Calculate your total fees, including applicable tax, and enter the total
  • Include your payment terms, including the methods of payment you accept
  • Add a personal line at the end to thank your client for their continued business and for entrusting their financial affairs with you
  • Save the invoice – and send it off to your client!

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When is the right time to send an invoice as an accountant?

The right time to send an invoice depends on the accounting services you provide. If you are competing a tax return or some other once-a-year service, most accountants invoice directly after completion.

If you provide year-round services, such as managing the company payroll, or the monthly balancing of the books, you will want to invoice monthly, or at another appropriate time period, to keep your revenue flowing in.

Whatever payment cadence you choose, make sure it’s clearly noted on each invoice, and clarify what portion of the final ‘cost’ has been paid to date.

Illustration of hourglass timer

Invoicing tips for accountants

Include professional recommendations

Include a few lines to describe any future accounting or financial services you think would be beneficial to your client. It shows them you are thinking about their best interests and are providing them with your expert knowledge. You can also include links to articles and blogs on financial topics that might interest them.

Keep a record of your work with numbered invoices

Accountants love numbers, so make sure you number all your invoices to help you keep track of how much money is coming in to your accounting business. You can also assign a client code if you are providing regular accounting services.

Accept a variety of payment methods

Most financial transactions are electronic, so why not embrace the latest payment technologies to make it easy and convenient for your clients to pay you? If you don’t already, add e-Transfers, debit cards, and online payment to the methods you accept for payment.

Always include a ‘payment due’ date

This really does encourage on-time payment. It’s a clear indication of when you expect payment without sounding too aggressive.

Free Invoice Template vs. Wave Invoicing Software

Wave
Free Invoice Template
Price
FREE
FREE
Send unlimited invoices and see when clients open them
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Invoice anytime & accept payments online
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Send automated late payment reminders
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Know customers automatically get a receipt when they pay
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Track sales and sales tax for accounting
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Add business partners or accountants as collaborators
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Connect your bank account easily
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Access accountant-approved reporting for year-end
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