Free invoice template
Bookkeeper invoice template
A bookkeeper's invoice should model the discipline it sells: the month named, the close date delivered, the transaction count against the plan's ceiling. The sample bills the retainer with its metrics visible and the quarterly filing as its own line.
Opens in the free editor with the sample below pre-filled — swap the numbers for yours.
What belongs on a bookkeeper invoice
"2 accounts, 214 transactions" makes a flat fee legible and flags plan-ceiling creep months before it becomes a pricing argument.
"May close delivered 6/8" turns the invoice into a service-level record — proof the books run on time.
Sales tax prep, 1099 runs and year-end packages bill outside the monthly line, so the retainer price stays honest.
The preview uses the Classic layout — you can switch between all three templates in the editor without losing a word.
Bookkeeper invoicing questions
Flat monthly or hourly?
Flat, scoped by transaction volume and accounts, with the volume printed on each invoice. Hourly bookkeeping punishes you for being fast and worries clients about being slow.
How do I bill cleanup or catch-up work?
As a one-time project line (or separate invoice) quoted before starting — never silently inside the monthly fee. "Q1 catch-up: 3 months reconciled" is a line a client is glad to pay once.