IT and Professional Services Invoice
An IT services invoice for work priced by the engagement, not by the hour. Two columns, a shaded totals box, payment terms and two signature lines.
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About the template
This IT and professional services invoice is is an ideal invoice for consulting and managed services that are rarely sold by the unit. This invoice drops the quantity and unit price columns entirely: each line is a named piece of work and a price, which is how the engagement was actually agreed.
The rest of the page is built for a business reader. Both parties get a proper block, the totals sit in their own shaded box, the payment terms get a full paragraph rather than a line, and the foot carries two ruled slots, one for an authorised signature and one for the date. A green rail runs the full height of the left edge and is the only decoration on the page.
What this services invoice includes
A coloured rail down the left edge of the page
The invoice number and due date set in small capitals, with a wide INVOICE title opposite
Invoice To and Company blocks facing each other
A two-column table: Description and Price
A shaded totals box with Subtotal, Tax and Total
A Payment Method block with the bank name and account
A payment terms paragraph
Two ruled slots at the foot: signature of authorised person and date
How to create your services invoice
Open the template and click Generate.
Enter the invoice number and the due date. The due date is set at the top here, not buried at the foot, because it is the second thing a client looks for.
Fill in both blocks: the client on the left, your own company on the right.
Add one row per engagement, with a price for each. No quantities, no unit prices.
Set the tax rate. Subtotal, tax and total are worked out for you.
Add your bank details and write the payment terms.
Sign it, date it, then generate and download the PDF.
Who this services invoice is for
IT consultancies, managed service providers, software agencies, business analysts and any professional firm billing by engagement or retainer rather than by time. It also suits architects, accountants and marketing consultants who quote a fixed fee per piece of work.
Note: This template is provided for convenience and general information only and is not legal, tax or accounting advice. What an invoice must show, which tax applies and how long you must keep records depend on where you and your client are based. Check your local rules, or ask your accountant, before relying on it.
- Professional formatting and layout
- Easy customization with guided questions
- Multiple export formats: pdf, docx
- Legally reviewed and compliant
- Instant download after generation
Why is there no quantity or unit price column?
Because consulting work is not sold in units. Nobody buys three cloud migrations or two business analyses. A table with a quantity column forces you to write 1 next to everything, which adds a column of ones to the page and tells the reader nothing. Naming the work and pricing it is closer to how the engagement was agreed.
What if I do bill some work by the hour?
Put the calculation in the description: 'Application support, 24 hours at 120' with the total in the price column. That keeps the arithmetic visible without adding columns to every other line. If most of your work is hourly, one of the hourly templates with a rate and hours column will suit you better.
Why is the due date at the top?
Because on a services invoice it is the second thing the reader looks for, after who it is from. Putting it in the masthead beside the invoice number means it survives being skimmed on a phone. The payment terms paragraph further down explains the window; the date at the top is the answer.
How much should the payment terms paragraph say?
Two or three sentences. The window, any early-settlement discount, and the reference to quote with the transfer so you can match the payment. That is enough to be useful and short enough to be read. Anything contractual belongs in the contract, not on the invoice.
What are the two ruled slots at the foot?
One for an authorised signature and one for the date. Some clients, particularly in the public sector and larger corporates, will not process a services invoice without a signature from the supplier. Left blank both rules still print, so a copy can be signed by hand.
Can I change the green?
Yes. The rail down the left edge and the table header band both take your brand accent. The band reverses white type out of the softened accent, which is mixed towards black on a light preset, so a pale brand colour still reads. Use the light presets for that reason; the rail itself carries no text and is safe either way.
How many lines fit on one page?
Around eight, because the rows are set larger than on a goods invoice. That is usually plenty: a services invoice with more than eight lines is normally better presented as four or five named workstreams with the detail in an attached statement of work.
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