Project Management Invoice Template
Create professional project management invoices with clear hours, phases, and reporting deliverables. This project management invoice template supports PM consulting, retainers, and milestone billing—covering planning, stakeholder coordination, meetings, and status reporting for fast approvals. Download instantly in PDF, Word, or Excel format.
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What to Include on a Project Management Invoice
Project management invoices should show what period the PM work covered and how it supported delivery.
Client and project details- Client name and billing contact
- Project name
- Project phase or milestone (if applicable)
- Service period (week/month/date range)
- Planning and scheduling
- Coordination and follow-ups
- Stakeholder meetings
- Risk and issue management
- Status reporting and documentation
- Vendor or contractor coordination (if applicable)
- Hourly PM services (hours × rate)
- Retainer billing (monthly PM retainer)
- Milestone delivery fees (phase completion)
- Subtotal, tax (if applicable), total due
- Payment terms and instructions
Project Management Billing Models: Hourly, Retainer, and Milestones
Project managers typically invoice in one of these ways:
1) Hourly billing
Common for consulting or variable scope projects. Use clear line items and a service period.
2) Monthly retainer
A fixed monthly fee for ongoing PM support. Invoice should include the service period and what’s included.
3) Milestone-based fees
Billing tied to delivery phases (kickoff, discovery complete, launch). Invoice should reference the milestone name.
Some PMs use hybrid billing (retainer + extra hours). The invoice should separate included work from additional billable hours.
Reporting and Documentation Deliverables
PM value is often in visibility and coordination. Listing deliverables helps clients understand why PM time matters.
Examples- Project plan and timeline updates
- Weekly status reports
- Meeting notes and action items
- Risk/issue log
- Roadmap or sprint plan
Scope Changes and Additional Meetings
PM work expands when scope expands. A consistent invoicing approach prevents disputes.
Best practices- Include the service period
- Separate “Stakeholder meetings” and “Coordination” line items
- Add “Additional meetings” or “Scope expansion support” as separate line items when needed
- Keep milestone names consistent with the project plan