Invoice in CHF
Bill in francs with 8.1% VAT, five-rappen rounding and QR-bill details.
Consulting Invoice Generator
Bill by day rate, retainer or deliverable, with the engagement reference.
Your invoice
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Exactly what printsQuick Tool Overview
The Consulting Invoice Generator bills against the engagement rather than the hours: the SOW reference in the header, days or milestones as the unit, the dates and scope under each line, and expenses recharged at cost on their own lines.
- What it does
- Builds a consulting or advisory invoice
- You give it
- The engagement, the days or milestones, expenses
- You get back
- An invoice a finance director can approve
- Best for
- Consultants, advisers and professional firms
About the Consulting Invoice Generator
Consulting invoices get queried for a specific reason: the value is in judgement, and judgement does not itemise well. "Strategy consulting — £12,000" tells a finance director nothing they can approve, so it goes to the partner who signed the engagement, and that takes three weeks.
The fix is to invoice against the engagement rather than against the hours. This builder puts the engagement or statement-of-work reference in the header, takes days, half-days or deliverables as the unit, and gives every line a detail row for the dates and the people. Expenses go on their own lines at cost, which is what almost every consulting agreement requires.
Retainers, milestone billing and drawdown against a fee cap all work: bill the milestone as a line, show the deposit already paid, and the balance due is what is left.
Key features of the Consulting Invoice Generator
Engagement reference
The SOW or engagement letter number in the header, where approvals look.
Days, half-days or milestones
Bill in the unit the contract actually uses.
Scope in the detail row
Dates and people under each line, so nothing needs a phone call.
Expenses at cost
Separate itemised lines, as almost every consulting agreement requires.
Drawdown against a cap
Show what has been billed and what remains of an agreed fee cap.
How to use the Consulting Invoice Generator
-
1
Reference the engagement
The SOW, engagement letter or contract number goes in the header, not the description.
-
2
Bill in the unit the contract uses
Days, half-days, milestones or a fixed fee — whatever was agreed.
-
3
Say what was done and when
The detail line under each item carries the dates and the scope.
-
4
Recharge expenses at cost
Separate lines, itemised, with receipts available on request.
-
5
Deduct any drawdown
Show what has been billed against the fee cap and what remains.
Frequently asked questions
By whatever the engagement letter says. Day rates are the norm for advisory work because they match how the time is actually bought; hourly suits shorter, interrupt-driven work. Mixing the two on one invoice without explanation invites a query.
One line naming the retainer and the period it covers, with what it includes in the detail row. Say in your terms what happens to unused time — rollover or not — because that is what retainer disputes are always about.
Only if the agreement allows it, and if it does, show it. Most consulting agreements require recharge at cost, and an unexplained markup discovered later costs more in trust than it makes in margin.
Invoicing a fixed portion of the fee when a defined deliverable is accepted rather than as time is spent. Each milestone becomes a line naming the deliverable and the acceptance date.
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