Bookkeeping Invoice Template
A bookkeeping invoice template for monthly packages or hours: reconciliations, payroll runs, sales tax filings and catch-up work. Example amounts are illustrative — replace them with your own.
Also used as a bookkeeper invoice, bookkeeping services invoice, payroll services invoice.
From
Bill to
Items
Custom fields
Add purchase order numbers, project references, or any extra detail that appears on the invoice.
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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
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When to use this template
Use it for freelance bookkeepers and firms billing clients each month.
Fields to include
- Your business name, address and contact details
- Invoice number, issue date and due date
- Month of service
- Accounts reconciled and reports sent
- Payroll runs and employees
Sample bookkeeping invoice: what the lines look like
- Monthly bookkeeping, May1 × $450.00 = $450.00
- Payroll processing (runs)2 × $60.00 = $120.00
- Sales tax filing1 × $85.00 = $85.00
- Catch-up: January to March (hours)9 × $55.00 = $495.00
- Example total before tax$1,150.00
Practical tips
- Bill the package on the 1st and catch-up work as it is done.
- State transaction limits for the package.
- Recharge software only if agreed.
Frequently asked questions
Hourly or monthly package?
Packages are easier for clients to budget and reward your efficiency. Use hourly for clean-up work where the size is unknown.
What does a bookkeeping package usually cover?
Categorising transactions, reconciling accounts and monthly reports, up to a transaction limit. Payroll and tax filings are often add-ons.
Can I reuse this bookkeeping invoice for my next job?
Yes. Change the client, the line items and the invoice number and download again. With a free account you can save clients and invoices so you don't retype them.
Create your own bookkeeping invoice
The template above is already loaded — just fill in your details and download.
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