Bookkeeping invoice template
Bookkeeping invoice template is used by freelance bookkeepers, bookkeeping firms, and accounting service providers to bill clients for monthly retainers, hourly work, or project-based services. It should spell out the scope (e.g. full-cycle bookkeeping, reconciliation, reporting), rate type (hourly or monthly), and any add-ons like payroll or software setup. Clear invoices support client expectations and tax records; rates vary by experience, certification (e.g. AIPB CB, QuickBooks ProAdvisor), and market.
Bookkeeping invoice template Sample
Bookkeeping invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
Bookkeeping invoice template
Bill To:
Client Name
Client Address
Client City, Country
Phone: (987) 654-3210
Email: client@example.com
Invoice #: 12345
Date: 2024-10-10
Due Date: 2024-11-10
| Item | Description | Qty | Price | Total |
|---|---|---|---|---|
| Service A | Itemized service or product | 1 | $100.00 | $100.00 |
| Service B | Additional line item | 2 | $50.00 | $100.00 |
| Subtotal | $200.00 | |||
| Tax (10%) | $20.00 | |||
| Total Due | $220.00 | |||
An invoice should include your business or name, the customer’s details, the date and invoice number, and a line-by-line breakdown of what was provided. Including payment terms—such as due on receipt, Net 15, or Net 30—helps you get paid on time and keeps records clear for taxes.
Supporting resources
| Resource | Type | Description |
|---|---|---|
| Freelance bookkeeper rates | Benchmark | Typical hourly $25–$75; monthly retainers $300–$2,500 depending on transaction volume and complexity; senior/full-charge $75–$125/hr. |
| AIPB | Trade association | Certified Bookkeeper (CB) program and member resources; certification often supports higher rates and client trust. |
| Bookkeeping scope checklist | Checklist | Full-cycle bookkeeping, bank/credit reconciliation, A/R and A/P, financial reporting, bill pay, invoicing, QuickBooks or Xero setup; specify what is in/out of scope. |
Frequently Asked Questions
- How much do bookkeepers charge per month?
- Monthly retainers commonly range from $300 to $2,500 depending on transaction volume, entity complexity, and whether payroll or advisory services are included.
- Should I charge hourly or monthly for bookkeeping?
- Many bookkeepers use monthly retainers for ongoing work (predictable for both sides) and hourly or project rates for one-off setup, cleanup, or advisory work.
- What should a bookkeeping invoice include?
- Client and period, description of services (e.g. monthly bookkeeping, reconciliation, reports), rate (hourly or flat), line items, total, payment terms, and due date.