Finance Invoice Template

Finance invoices should make it easy for clients to see what work was completed and what deliverables were produced during the service period.

• Client name and billing contact
• Engagement/project name
• Service period (week/month/date range)
• Optional client reference/PO number

• Financial consulting hours
• Analysis and modeling hours
• Meetings and advisory time (if billed)
• Reporting and documentation

• Financial model or forecast
• KPI dashboard or reporting pack
• Budget plan or cash flow analysis
• Written recommendations report

• Hourly services (hours × rate)
• Fixed deliverable fees
• Monthly advisory retainer

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

Finance professionals typically invoice using one of these models:

1) Hourly
Common for consulting and analysis projects where scope can evolve.

2) Fixed deliverables
A set fee for a defined output (model build, reporting pack, forecast). Useful for clear approvals.

3) Retainers
Recurring monthly advisory support. Invoice should include the billing period and what’s included.

Many engagements use a hybrid approach: a fixed setup deliverable plus ongoing monthly support. Your invoice should separate each component clearly.

Finance work can be “invisible” unless deliverables are documented. Adding a deliverables field reduces follow-up questions.

• “3-statement financial model”
• “Monthly KPI dashboard”
• “Cash flow forecast + scenario analysis”
• “Budget plan and variance review”

Most finance engagements are mostly time-based, but occasional expenses may apply.

• Travel for on-site meetings
• Printing/plotting for board packs
• Third-party tools (only when approved)

• Use a clear service period
• Itemize additional requests as separate line items
• Note when revisions beyond scope are billed