Free Bookkeeper Invoice Template

Bill monthly bookkeeping, catch-up work, and payroll with a clear scope. This bookkeeping invoice template suits independent bookkeepers and small firms.

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Bookkeeper invoice example

Here's what a finished document looks like. Start from this, describe it to the AI, or fill the form yourself — the totals and tax are calculated for you.

INVOICE
#INV-1042
Your Bookkeeper Business
[email protected]
DescriptionQtyRateAmount
Monthly bookkeeping1$400.00$400.00
Payroll processing1$120.00$120.00
Subtotal$520.00
Total$520.00

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Bookkeeper invoice FAQ

What should a bookkeeping invoice include?

Your name or firm, the client, the service period, the services (monthly books, reconciliations, payroll, reports), total, and payment terms. Note the accounting platform if relevant.

Should bookkeepers bill monthly or hourly?

Fixed monthly pricing is most common for ongoing work; hourly suits catch-up or cleanup projects. You can list both a retainer and hourly extras.

How do I invoice catch-up bookkeeping?

Bill it as a separate project line (e.g. "Catch-up — 6 months") apart from the ongoing monthly fee, so the one-time cost is clear.