![]() No consultant wants to accidentally mislabel an invoice with the wrong customer information. Proofread: Whether you're sending a Word document, PDF, or Excel file, preview the invoice before sending it.You may even want to end with a personal note. Don’t forget to personalize: Add distinct information to your invoice, such as clear descriptions of your services or details the client specifically requested.Add an “Attention to:” line on your invoice: If you are completing a consulting project for a large company, adding this to your invoice will help ensure it lands on the right desk for approval.Accept a variety of payment methods: Offer electronic options such as e-transfers, ACH payments or direct deposits, and other online payment methods for clients to pay you.Include an expense report: If you need to travel for your consulting work or incur expenses on-site at a client’s company, include your applicable receipts when you send your invoice.You may want to include a timesheet as an attachment to your invoice to accurately track your billable hours. Consider a timesheet: This is especially important for consultants who bill hourly.Tips to create an invoice for consulting workĪs you create your invoice and streamline your billing, here are a few invoicing tips for consultants: Interim invoice: Instead of sending one large invoice to your customer, interim invoices break down the cost into smaller payments as the project progresses.Pro forma invoice: This type of invoice serves as an alert for how much a project or service will cost once the work is completed.Recurring invoice: Recurring invoices are best for businesses that bill on a consistent schedule, such as weekly, monthly, or yearly.An invoice with both credit and debit is called a mixed invoice. Debit invoices occur when a business needs to increase the amount a customer owes them. Credit or debit invoice: A credit invoice is issued when a business needs to refund or offer a discount to a customer.Expense reports: Use an expense report as a way of billing for any expense incurred during a client project.Timesheet invoice: If your work is hourly, timesheet invoices can be helpful in tracking billable hours for each job.What the invoice is for depends on your business and industry. ![]() ![]()
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