As a bookkeeping or accounting firm, sending clear and professional invoices is crucial to maintaining cash flow and setting the tone for your client relationships.

A bookkeeping invoice template makes it easy to create accurate, well-organized invoices that reflect your firm’s professionalism—without spending hours formatting or figuring out what to include.

Why You Need a Bookkeeping Invoice Template

A well-structured invoice ensures you:

  • Get paid faster and more consistently

  • Avoid confusion or disputes with clients

  • Present your services professionally

  • Keep accurate records for tax and accounting purposes

But creating one from scratch each time can be time-consuming—especially when juggling multiple clients and deadlines. This free template streamlines the process so you can focus on delivering value, not formatting documents.

Use this Guide:

A Guide for Creating a Bookkeeping Invoice Template

How Our Bookkeeping Invoice Template Will Help Your Firm

Our template is designed specifically for bookkeepers and accountants. It allows you to:

  • Quickly enter your services, rates, and hours
  • Calculate totals, taxes, and discounts automatically
  • Brand your invoice with your firm’s name and logo
  • Send professional, easy-to-read invoices your clients will appreciate

Use it to save time, reduce errors, and get paid without the back-and-forth.

What You’ll Find in the Template

This ready-to-use bookkeeping invoice template includes:

  • Firm name and contact information
  • Client information section
  • Invoice date and due date
  • Service description and line items
  • Pricing (flat-rate or hourly) and subtotal
  • Optional fields for discounts and tax
  • Automatic total calculation
  • Payment terms and notes section

The template is available in Excel, Word, and Google Sheets formats—fully customizable to match your firm’s needs.

How to Use the Template

  1. Download the bookkeeping invoice template in your preferred format
  2. Add your firm’s logo and contact details
  3. Fill in client information and service details
  4. Customize pricing, taxes, and terms
  5. Send the invoice to your client via email or print
  6. Track payments and follow up if needed

Best Alternative – Financial Cents Billing and Invoicing Feature

While the free template is a great starting point, manually creating and tracking invoices can quickly become tedious as your client base grows.

Financial Cents offers a built-in billing and invoicing feature that automates the entire process—saving you time and helping you get paid faster.

With Financial Cents, you can:

  • Generate invoices automatically from time tracked on client work
  • Accept payments through multiple payment methods
  • Track invoice statuses in one place (paid, overdue, pending)
  • Eliminate manual billing errors with built-in time tracking
  • Automate invoices to recur
  • Send automated payment reminders
  • and more

Learn more about it here or start a free trial to get started.

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