Invoice template

Consultant invoice template

A worked example consulting invoice: retainer and advisory line items, Net 30 terms, PO number. Download or send live.

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This is a free consultant invoice template: a worked example invoice you can download as a PDF, Excel, or Word file, or open as a live invoice and send in about 30 seconds. The example below is filled in with realistic line items, amounts, and payment terms for consultant work. The sender block is left blank ("Your business name") because that is the part you fill in with your own details.

Your business name

Your street address
Your city, Your country

SAMPLE-001

Issued Aug 24, 2026
Due Sep 23, 2026

Bill To

Northwind Trading Ltd

1400 Lakeshore Drive Chicago, IL 60601 United States

PO Number

PO-2026-088

Currency

USD

Description Qty Price Total
Strategy advisory retainer, monthly 1 $3,500.00 $3,500.00
Stakeholder workshop, full day 1 $2,200.00 $2,200.00
Market analysis and recommendations report 1 $1,750.00 $1,750.00
Subtotal $7,450.00
Total Due $7,450.00

Net 30. Payable by bank transfer. Please reference the invoice number with your payment.

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Download PDF Download Excel Download Word Or use it as a live invoice →

Free, no signup. The download is a clean template you fill in with your own details.

What this template includes

The fields every consultant invoice realistically needs, laid out the way an accounts payable team expects to read it:

  • •Your business details: name, address, and tax ID. Blank in the template, ready for you to fill in.
  • •Client and billing entity, with a clear Bill To block.
  • •Invoice number, issue date, and due date, plus a PO number field for clients whose AP process needs one.
  • •Line items with quantity and rate. The Excel version totals them for you with built-in formulas.
  • •Payment terms, including space for late-fee wording so the due date is enforceable.

Three ways to use this template

Download the PDF

A print-ready, send-ready invoice. Best when you want a fixed document to fill in and email.

Download the Excel file

A fully editable spreadsheet. The Amount and total cells use formulas, so the math stays correct as you edit.

Use it as a live invoice

Open it in JupiterInvoice pre-filled with this example. Send it as a link your client can open, add a PO number to, and approve.

What a valid invoice must contain

The UK government publishes the clearest public checklist of what an invoice must include, and it matches what an accounts-payable team anywhere expects to see. Every invoice should carry:

  • •A unique invoice number that identifies it in sequence.
  • •Your business name, address, and contact details.
  • •The customer's name and address.
  • •A clear description of what you are charging for.
  • •The supply date, when the goods or service were provided.
  • •The invoice date.
  • •The amount charged for each line.
  • •The VAT amount, if applicable.
  • •The total amount owed.

Sole traders must also show their own name and an address where legal documents can be served; a limited company must show its full registered name. If you and your customer are both VAT registered, you must issue a VAT invoice, which adds your VAT number and a per-rate VAT breakdown. In the US there is no federally mandated invoice format, but the IRS treats invoices as the records that support your gross receipts, so the same fields matter for your own books and any audit.

Sources: GOV.UK, what invoices must include; IRS, recordkeeping for small business. Verified 2026-08-13 by the JupiterInvoice team.

Consultant invoice template FAQ

Is this consultant invoice template free?
Yes. Download the PDF or Excel version with no signup and no payment. You can also open it as a live invoice on JupiterInvoice, which is free to send.
What is the difference between the PDF, Excel, and Word versions?
The PDF is a fixed, print-ready and send-ready document. The Excel version is fully editable and its Amount and total cells use formulas, so the math recalculates as you change quantities and rates. The Word version is an editable document you type over, with static totals, and it opens in Word, Google Docs, or Pages. Pick whichever fits how you work.
Do I need an account to use the template?
No. The PDF, Excel, and Word downloads need no account. If you use the live version, you can build and send a first invoice without signing up; an account just saves your business details so the next invoice pre-fills.
Whose details are in the template?
The sender block is left as placeholders ("Your business name") because that is the part you personalize. The line items, amounts, and terms are a realistic example for consultant work, meant to be replaced with your own.
Can I edit the line items and amounts?
Yes. The example content is a starting point. In the Excel file you edit the cells directly; in the live version you change every field on the invoice. Replace the sample line items with your own work.
How is the live version better than a downloaded file?
A downloaded file is static: you fill it in and email it. The live JupiterInvoice version is a link your client opens in the browser, where they can add their PO number, correct billing details, and approve it for payment, with the totals calculated for you.
Is a consulting invoice the same as a consultant invoice?
Yes. "Consulting invoice" and "consultant invoice" describe the same document: a bill for advisory or professional services, usually with retainer, advisory, or project line items rather than physical goods. This template works for either wording, and for a solo consultant or a firm.
Can I use this as a consultant billing template?
Yes. This is a billing template as well as an invoice template: the line items, retainer handling, and Net 30 terms are exactly what a consultant needs to bill a client. Download the Excel version if you want a reusable billing template you edit each month, or use the live version to send and track it.
How do I track which consultant invoices are paid?
A downloaded template does not track anything on its own. If you send the live JupiterInvoice version, each invoice shows whether the client has opened, and you can see paid versus outstanding in one place, which is the difference between a static template and an invoice tracker.

Last updated August 23, 2026

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