A worked professional services provider invoice
INVOICE
INV-2026-0042
Your business name
Your address, City, State ZIP
(555) 000-0000
Bill to
Cedar Point Holdings LLC
88 Beacon Blvd, Boston, MA 02116
Work performed
Matter 2026-118 — advisory work and third-party filing fees
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Professional fees — engagement and advisory work | 1 | $595.00 | $595.00 |
| Disbursements: Land Registry and search fees (at cost) | 1 | $142.00 | $142.00 |
| Courier, printing and document handling | 1 | $38.50 | $38.50 |
| Subtotal | $775.50 | ||
| Sales tax (your own rate, where it applies) | — | ||
| Total due | $775.50 | ||
Payment due within 15 days. Licensed and insured — your firm's EIN on the W-9 and, where applicable, your state license or registration number.
The tax line is left blank on purpose: rates and rules vary by state and locality, and you enter your own rate in the generator.
Why it's laid out like that
The lines follow how the job was actually priced: a fixed fee or time-based charge for the engagement, with third-party costs recharged at cost as separate lines. Each part is separately checkable, which is the whole point — a customer who can verify the bill pays it.
Monthly in arrears for ongoing matters, or at defined milestones. Send before the client's AP cut-off date for that month.
Common questions
- What is a pass-through cost?
- A third-party cost you paid on the client's behalf and are recovering at cost, such as a filing or search fee. List it separately from your fees.
- Do we need a W-9 on file with each client?
- Business clients generally require one before they can set you up as a vendor. Provide it once, with the first invoice.
- Should the invoice show hours?
- If you bill time, yes — by rate band or role. It reduces queries and speeds approval.
Make it in the browser instead
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