Free professional services provider invoice template for Excel

A working spreadsheet, not a picture of one: quantity × rate formulas, a subtotal, a tax row you set to your own rate, and a total that updates itself. Built for professional services work and ready to edit.

Free professional services invoice template — download

Free, unlimited and no sign-up. The Word file opens in Google Docs and the Excel file in Google Sheets if you'd rather work online.

What's in the file

  • Your business and customer details blocks, ready to type over.
  • Line items pre-filled with typical professional services work charges — Professional fees, Disbursements: Land Registry and search fees (at cost), Courier, printing and document handling.
  • Quantity × rate formulas, a subtotal, a tax row you set to your own combined rate, and a total that updates itself.
  • Payment terms and warranty wording written for professional services firms.

Excel vs doing it here

A spreadsheet is ideal if you like seeing the math and want to keep a running log of jobs. The trade-off is that spreadsheets email badly — customers should still get a PDF. The generator on this site does the numbering, the tax math and the PDF for you, free and with no signup.

Open the professional services provider invoice generator

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

Fill in the job, download the PDF. Free, unlimited, no account. Already set up for professional services work in US dollars.

Open the free professional services provider invoice generator

Everything for professional services firms