Bookkeeping Invoice Template
Bookkeepers bill recurring monthly packages plus extras — payroll runs, catch-up work, year-end. This template bills the retainer as one line, adds hourly or per-run extras separately, and states the period, so clients see what the package covers versus what's additional.
Last reviewed 2026-07-08
Template preview
- From:
- Ledger & Co Bookkeeping · billing@ledgerco.co
- Bill to:
- Client Co · ap@client.com
- Invoice #:
- LC-2026-133
- Service period:
- Jun 2026
- Due date:
- 2026-07-15 (Net 14)
| Description | Qty / hrs | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping package | 1 | $450.00 | $450.00 |
| Payroll run (per run) | 2 | $40.00 | $80.00 |
| Catch-up — prior quarter (hourly) | 3 | $60.00 | $180.00 |
| Subtotal | $710.00 | ||
| Tax (if applicable) | $0.00 | ||
| Total due | $710.00 | ||
How to fill in each field
Monthly package
Bill the recurring package as one line, referencing what it covers.
Common mistake: Breaking the flat package into hours, inviting scope debates.
Extras
Put payroll runs, catch-up and year-end work on separate lines.
Common mistake: Absorbing extras into the package and under-billing.
Service period
State the month/period the package covers, separate from issue date.
Common mistake: No period, so recurring charges can't be reconciled.
Terms
Use short terms for recurring services to keep cash flow steady.
Common mistake: Long terms on small recurring amounts.
Related templates & variants
This is the bookkeeping variant. Consultants use the consulting version; general freelancers the freelance version.
Download a professional invoice template in Word, Excel, CSV or Google Docs.
A consulting invoice template with monthly retainer, day-rate work and reimbursable expenses.
A freelance invoice template for hourly and fixed-project work. Track billable hours, rates and deposits.
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Frequently asked questions
What should a bookkeeping invoice include?+
Your business and the client, the service period, the monthly package, any extras (payroll, catch-up, year-end) on separate lines, tax if applicable, and the total with terms.
Should bookkeepers charge monthly or hourly?+
Many use a fixed monthly package for predictable work and bill extras hourly or per task. State clearly what the package covers so add-ons aren't disputed.
How do I bill catch-up bookkeeping?+
Bill catch-up (cleaning up prior periods) separately from the ongoing package — usually hourly or as a fixed project — so it's transparent.
Sources & further reading
- Invoice requirements and best practices (Stripe)— stripe.com
- Invoice guide: definition, examples, what to include (QuickBooks)— quickbooks.intuit.com
We review authoritative guidance when building each template. Links are for reference only.