Copy-and-paste blocks
Payment terms
Payment is due within 15 days of the invoice date. We accept ACH transfer, card and check. Please include the invoice number with your payment.
Description line
Matter 2026-118 — advisory work and third-party filing fees. A fixed fee or time-based charge for the engagement, with third-party costs recharged at cost as separate lines — itemized below.
Late payment
Balances unpaid after the due date may be subject to a late fee as permitted by state law and as set out in our agreement. We will always contact you before applying one.
Deposit and scheduling
A deposit is required to schedule the work and to cover materials. The balance is due on completion. Deposits are applied to the final invoice and shown as a credit line.
Warranty
Our workmanship is warranted for 12 months from the date of completion. Manufacturer warranties on supplied materials apply in addition and are passed through to you in full.
License and insurance
Licensed and insured. Your firm's EIN on the W-9 and, where applicable, your state license or registration number available on request and shown on this invoice where applicable.
Getting the terms to stick
Quote the matter number and the invoice number when following up, and ask for the scheduled payment run date rather than a promise. It moves things far faster.
Terms only bind if the customer agreed to them before the work, so put them in the estimate or contract as well as on the invoice. Late fees and finance charges are regulated at state level, so check what your state allows before you set a rate.
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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