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About this bookkeeping invoice template
Bookkeepers usually charge a monthly fee for a defined set of tasks, plus extras. Listing what the fee covers keeps everyone clear on scope.
What to put on a bookkeeping invoice
- List what the monthly fee covers, and price extras separately.
- State the period each invoice covers.
- Be clear on any limits, such as the number of transactions per month.
- Bill regular work monthly, in advance, so it is paid on time.
Example bookkeeping invoice
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping, up to 100 transactions | 1 | 180.00 | 180.00 |
| Payroll processing | 1 | 60.00 | 60.00 |
| VAT / sales tax return preparation | 1 | 90.00 | 90.00 |
| Total | 330.00 |
Example figures only. The invoice above opens with these lines already in it. Replace them with your own work and prices.
Want more choice? See all the invoice templates, or go to the main invoice generator. Save your invoice as a PDF, Word or Excel file, or print it.
Questions people ask
How should bookkeepers price their work?
Many use a fixed monthly fee with a limit on transactions, and charge hourly for extras. State the limit on the invoice.
Should I bill in advance?
Many bookkeepers do, since the work supports the client's month. Say so in your terms.
Is anything I type sent to a server?
No. The document is made inside your browser. Your business details and the last document are remembered on this device only, so you do not have to retype them, and you can wipe them with the link under the preview.
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