Consulting billing
Consulting invoice template
Use milestone, day-rate or hourly line items in an editable formula-tested XLSX workbook. No signup is required for the download.
Download the consulting invoice template. No account is required.
Match the line items to the engagement
The fictional example shows three billing structures so you can see the formula behavior. Keep only the structure agreed with the client and identify the engagement or purchase-order reference.
- Milestone, day-rate and hourly units
- Engagement or PO reference
- Two-decimal line, tax and total formulas
Separate scope from payment evidence
An invoice records the payment request. Keep acceptance, purchase-order and settlement evidence with the appropriate source records rather than treating the workbook alone as proof.
Filled fictional example
The workbook opens with these example line items. Values and the 21% tax rate are fictional and must be replaced.
| Activity | Quantity | Billing unit | Rate | Line total |
|---|---|---|---|---|
| Current-state assessment | 1 | milestone | 1,800.00 | 2,178.00 incl. 21% sample tax |
| Implementation planning | 3 | day | 950.00 | 3,448.50 incl. 21% sample tax |
| Executive review | 2.5 | hour | 180.00 | 544.50 incl. 21% sample tax |
Template content and formulas reviewed 2026-10-22.