Free Bookkeeper Invoice Template & Generator
Build bookkeeping invoices for transaction recording, bank reconciliation, payroll processing, and financial reporting.
From
To
Logo
Signature
Live Preview
Thank you for your business
What to include on a Bookkeeper invoice
Your invoices need to show exactly what period you're billing for and what services you covered. If you handled payroll for two weeks in March, say that. If you reconciled January through March accounts, spell it out. Clients forget what they agreed to, and their tax accountants will ask questions later. Include your business number or EIN because many companies can't process invoices without it.
Most bookkeepers bill monthly in arrears, though some do bi-weekly. You can ask for a deposit from new clients, usually one month's fee, but don't expect it from established businesses with good credit. Net 15 or Net 30 terms are standard. Hourly billing works for cleanup projects or catch-up work. Monthly retainers make more sense for ongoing clients because your workload stays predictable.
Send invoices on the same day each month, right after you close their books. If you finish their month-end on the 5th, invoice on the 5th. They just saw the value you delivered, and they have your work fresh in mind. Waiting until the 15th or end of month means you're competing with everyone else sending bills. You also look less organized than you actually are.
Frequently asked questions
How do bookkeepers price their services?
Bookkeepers charge $25–$80/hour or flat monthly rates ($200–$1,000+) based on transaction volume. Payroll processing, invoicing, and bill payment may be separate services.
What should a bookkeeping invoice include?
Include services performed, period covered, number of transactions processed, accounts reconciled, reports generated, and any software costs. Monthly retainer terms should be clear.
Should bookkeepers charge by transaction volume?
Yes. Many bookkeepers tier pricing by monthly transaction count (e.g., $300 for up to 100 transactions, $500 for 100–300). This ensures fair pricing as client businesses grow.