Free Bookkeeper Invoice Template

Bill monthly bookkeeping, catch-up projects and payroll with clean recurring lines.

Invoice

Description	Qty	Rate	Amount
Monthly bookkeeping — November	1	$450	$450
Catch-up — Q3 reconciliation	1	$600	$600
Payroll processing (per employee)	6	$12	$72

Total $1122

Books through 11/30. Q3 reconciliation complete. Payment due within 14 days.

State the period the books cover.
Separate recurring monthly fees from one-off catch-up work.
Note any software subscriptions you bill through.
List the entities and reporting months covered without exposing bank details or payroll records.
Separate cleanup work, payroll runs and ongoing bookkeeping so recurring charges are easy to reconcile.

Before you send · final checks

Replace all sample names, addresses, prices and policy wording with your actual agreed details.
Use a unique invoice number and include the service dates, issue date and a specific payment due date.
Confirm the customer's billing name, accounts-payable contact and any purchase order required for approval.
Include your accepted payment method and payment reference in notes; never include card details or passwords.
Check quantities, rates and the total before sending. Only apply tax you are required to collect; check local rules if unsure.
If a deposit was paid, reconcile it with the balance before sending. A note alone does not reduce Paidly's invoice total.