Professional Services Invoice Template

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Download the professional services invoice template to request payment for a wide range of professional services, from web design to photography to writing and more. Whichever service you’re providing, describe the work and costs accurately and save a copy of each invoice for your records.

How to Make in Adobe PDF and Microsoft Word

Step 1 – Download in Adobe PDF (.pdf) or Microsoft Word (.doc).

Step 2 – Heading – At the top, fill in your company’s name, address, phone number, and email.

Step 3 – Bill To – List the name, address, and phone number of the client. Enter the delivery address to the right if it’s different from the client’s address. Then enter the invoice date and number, the reference number, and any applicable terms.

Step 4 – Description – Enter each separate service on a separate row in the table, followed by the quantity and unit price to reach the total in the right column. For example, “Web design, 10 hours, $35/hour.” Add each figure in the amount column to get the subtotal, and add any tax or freight charges to reach the grand total. Include any comments needed to the left and indicate whom to make checks payable to below.

How to Make in Microsoft Excel

Step 1 – Download in Microsoft Excel (.xls).

Step 2 – Company Name – Write your company’s name here, followed by its slogan and contact information, and then enter the invoice date and number to the right with the customer ID.

Step 3 – Bill To – Write the name of the customer, and the customer’s address and phone number.

Step 4 – Description – Use the top table for items not subject to sales tax, and the bottom one for items that are. Enter a separate row for each service or part used, describing each well enough so the client can identify the work and the charges, and then enter the amount of each row to the right. Each figure in the amount column should combine to give you the subtotal. Include the tax rate, shipping charges, and other charges to get the grand total.

Step 5 – Enter any necessary comments to the left, and include contact information at the bottom.