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.

#agency retainer invoice templates

IT and Professional Services Invoice