United Way invoice template
United Way invoice template is used by nonprofits to request reimbursement or report expenses under United Way grants. United Way affiliates often reimburse for services already delivered; invoices must show services provided, dates, and amounts during the grant period. Requirements vary by local United Way; common needs include 501(c)(3) status, audited or reviewed financials, and detailed expenditure documentation.

United Way invoice template Sample
United Way invoice template
123 Business Street, City, Country
Phone: (123) 456-7890
Email: contact@company.com
United Way 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 |
|---|---|---|
| Reimbursement grants | Government | Many United Way grants reimburse for services delivered in the expenditure period (e.g., calendar year); invoices must detail services and dates to receive payment. |
| Eligibility (typical) | Checklist | 501(c)(3) or tax-exempt; in operation at least one year; audited/reviewed financials (audit often if revenue $250K+); Form 990 if applicable; active board. |
| Local United Way | Trade association | United Way Worldwide coordinates local affiliates; each affiliate sets its own grant and invoice requirements—confirm with the local United Way. |
Frequently Asked Questions
- How do I invoice United Way for a grant?
- Submit a detailed invoice showing services delivered during the grant period, with dates and amounts. Format and deadlines are set by your local United Way affiliate.
- Can I get advance payment from United Way?
- Some affiliates offer advance or reimbursement; reimbursement is common—you deliver services first, then invoice. Check your grant agreement and local United Way policy.
- What documentation do I need to support a United Way grant invoice?
- Detailed invoice showing services delivered, dates, and amounts; timesheets or activity logs if required; and any receipts for reimbursable expenses. Follow your grant agreement and affiliate instructions.