Invoice example · Management consulting

Consulting Invoice Example with Timesheet

A 7-page consulting invoice: hourly fees by consultant, expenses at cost, daily timesheets, budget status, work completed and payment terms.

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At a glance

This example in numbers

About this example

This example is the monthly invoice a management consulting firm sends a medical device manufacturer during a five-month operations improvement engagement. It bills October's hours for a partner, a senior consultant and an analyst at their hourly rates, plus mileage, parking and a data licence passed through at cost.

Clients approve consulting invoices faster when they can check every hour, so this one is built for checking. The first page gives the amount due, due date, purchase order and bank details. The charges page shows each person's hours and rate with a chart of hours by week, and the next pages carry a daily timesheet for each consultant with the work done and the totals. An expenses page lists each receipt, and the budget status shows billed fees against the engagement cap. A short summary of the month's work and results, the team and their rates, and clear payment terms with late-payment interest complete it.

Who it is for

Consultants, agencies, lawyers, accountants and other professionals who bill by the hour and attach timesheets to their invoices.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • Amount due, due date, PO, period and bank details on page one
  • Hourly fees by consultant and expenses at cost, with totals
  • A chart of hours by week and role
  • Daily timesheets for three consultants that add up to the invoice
  • Expenses by receipt, budget status and fees by month
  • Work completed, results, engagement plan, team, terms and signature

How to adapt it

  • Attach a timesheet per person whose hours you bill
  • Show the budget used so the client is never surprised
  • Pass expenses through at cost and number the receipts
  • Warn clients that you never change bank details by email

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