Corporate Invoice Template

Corporate invoices should be optimized for accounts payable and approval processes.

Company and reference details

• Client company name and billing contact
• PO number (purchase order)
• Project/engagement name
• Service period (month/date range)
• Department or cost center (optional)

Itemized charges

• Professional services hours
• Project management
• Implementation or delivery fees
• On-site support (if applicable)
• Reporting/documentation

Expenses (if applicable)

• Travel or reimbursable costs billed as separate line items

Totals

• Subtotal, tax (if applicable), total due
• Payment terms and remittance instructions

Corporate clients often require invoices to match internal controls. Small improvements reduce delays.

Best practices

• Put the PO number near the top of the invoice
• Include a clear service period for recurring billing
• Keep line item labels consistent month to month
• Add a project name that matches the contract or statement of work
• Use a cost center field if the client requires it

Corporate invoicing is less about design and more about clarity and compliance with AP requirements.

Corporate services are typically billed in structured formats.

Common billing models

• Monthly retainer for ongoing services
• Milestone billing for project phases (discovery, implementation, rollout)
• Time and materials billed hourly with itemized categories
• Fixed deliverables for defined outputs (reports, audits, implementations)

Choose the structure that matches the contract and reflect it clearly in line items and terms.

Some corporate clients require documentation to approve invoices.

Common supporting details

• Time logs (by role or category)
• Deliverables list (report, dashboard, implementation)
• Travel receipts (if billed)

Keep the invoice readable and provide supporting details separately if needed. A dedicated “Reporting/Documentation” line item can also be used when reporting is part of the scope.