Levy
Invoice template · consultants

Invoice template for consultants

Bill hourly, day rates, retainers and reimbursable expenses on one clean, professional invoice. Levy's AI even turns your receipts into billable line items.

Create your invoice free What to include

$0 to draft. Pay only at PDF export — no subscription.

What to include on a consulting invoice

Corporate clients pay faster when the invoice is unambiguous and matches their PO. Include:

  • Your business name, logo and contact details — and the client's company, billing contact and address.
  • Invoice number, issue date and due date — plus any PO or engagement reference the client requires.
  • Itemized work — hours × rate per workstream, or a day rate, so the math is transparent.
  • Retainer — a fixed line for the period, with overage hours listed separately.
  • Deliverables or milestones — tie billing to outcomes where you bill fixed-fee.
  • Reimbursable expenses — travel, lodging, meals, software, with receipts attached as proof.
  • Tax, total, payment terms (Net 15/30) and a payment link.

Why consultants use Levy

Spend your billable time on clients, not on formatting invoices.

Hours, rates & retainers

Add line items with quantity and rate, or a fixed retainer — the totals and tax calculate for you.

Expenses → line items

Scan travel, lodging and software receipts; Levy's AI adds them as categorized, reimbursable lines.

Proof attached

Attach the original receipts so finance teams can approve reimbursements without chasing you.

Professional & branded

Your logo, your terms, clean PDF output — invoices that look like an established practice.

Clear terms

Set Net 15/30 due dates and add a payment link so clients can pay the moment they open it.

Private & synced

Clients, invoices and receipts stay private to you and sync securely across devices.

Make your consulting invoice

Consulting invoice — FAQ

What should a consulting invoice include?
Your business name and logo, the client and billing contact, an invoice number and date, the engagement or PO reference, itemized lines (hours × rate or day rate, retainer, deliverables, reimbursable expenses), tax, total due, payment terms (Net 15/30) and a payment link.
How do I invoice hourly versus a retainer?
For hourly work, add a line per workstream with quantity (hours) and your rate so the math is transparent. For a retainer, add a single fixed line for the period (e.g. "Advisory retainer — March") and list any overage hours separately.
How do I bill reimbursable expenses to a client?
Scan each receipt with Levy's AI — it reads the merchant, date, tax and amount and adds it as a categorized line (travel, meals, software, lodging). Attach the receipt images so the client can approve reimbursements with proof.
What payment terms should consultants use?
Net 15 or Net 30 are common. State the due date clearly, include a payment link to reduce friction, and consider a deposit or upfront retainer for new clients. Levy lets you set the due date and add a payment link on every invoice.
Is Levy's consulting invoice template free?
Yes. Creating and drafting the invoice is free. On the web you pay a small one-time fee only when you export the finished PDF — no subscription.

Make your consulting invoice free

No subscription, no credit card to start. Pay only when you export.

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