Accounting Invoice Template
An accounting invoice template for year-end accounts, tax returns and advisory work, as fixed fees or billable time with disbursements. Example amounts are illustrative — replace them with your own.
Also used as a accountant invoice, CPA invoice, accounting services invoice.
From
Bill to
Items
Custom fields
Add purchase order numbers, project references, or any extra detail that appears on the invoice.
Everything is saved automatically in your browser. Nothing leaves your device.
Invoice
| Invoice # | INV-001 |
| Issued | Oct 8, 2026 |
| Due | Oct 22, 2026 |
Billed to
| Description | Qty | Rate | Amount |
|---|
| Subtotal | $0.00 |
| Tax (0%) | $0.00 |
| Total due | $0.00 |
Notes
Payment due within 14 days. Thank you for your business!
Made with Invoala — free invoice generator · invoala.com
Create a free account to save invoices to your dashboard and email them to clients.
Free · No credit card required
When to use this template
Use it for accountants and small practices billing business and personal clients.
Fields to include
- Your business name, address and contact details
- Invoice number, issue date and due date
- Engagement and period covered
- Services by entity or tax year
- Filing fees paid on the client's behalf
Sample accounting invoice: what the lines look like
- Year-end financial statements, FY20251 × $1,800.00 = $1,800.00
- Corporate tax return1 × $950.00 = $950.00
- Advisory call (hours)1.5 × $220.00 = $330.00
- State filing fee, at cost1 × $50.00 = $50.00
- Example total before tax$3,130.00
Practical tips
- Name the period or tax year on every line.
- Bill fixed fees when the work is delivered, not when the client files.
- Keep disbursements separate from fees.
Frequently asked questions
How do accountants bill?
Fixed fees for defined work such as returns and year-end accounts, monthly packages for ongoing clients, and hourly rates for advice.
Should I show hours on a fixed-fee invoice?
No need. Describe the work and the period; hours only invite a conversation you priced to avoid.
Can I add my logo and tax to this accounting invoice?
Yes. Upload a logo, set a tax rate and a discount if you need them, and the totals update as you type. The PDF matches the preview.
Create your own accounting invoice
The template above is already loaded — just fill in your details and download.
Create invoice