# Bookkeeping invoice

Replace everything in [brackets] and delete lines that don’t apply.

---

## Invoice details

Invoice number: [INV-0001]
Invoice date: [Date]
Due date: [Date — e.g. 14 days after the invoice date]
Service period: [Service period]
Engagement reference: [Engagement reference]

## From

Business name: [Your business name]
Address: [Address]
Email: [Email]
Tax or VAT number: [If registered]

## Bill to

Client: [Client company]
Contact: [Name, email]
Address: [Address]
Client reference or PO: [If provided]

## Line items

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Monthly bookkeeping | [Bank reconciliation and categorisation, up to 150 transactions] | [Qty] | [Rate] | [Amount] |
| Payroll | [Monthly payroll for 6 employees] | [Qty] | [Rate] | [Amount] |
| Sales tax return | [Quarterly return preparation and filing] | [Qty] | [Rate] | [Amount] |
| Catch-up bookkeeping | [Prior months’ reconciliation] | [Qty] | [Rate] | [Amount] |

## Totals

Subtotal: [Amount]
Discount: [If any]
Tax: [Rate and amount, if you’re registered]
Total due: [Amount and currency]

## Payment

Payment terms: [e.g. 14 days]
How to pay: [Bank details or payment link]
Late payment: [Your late payment terms, if any]

## Notes

[Anything the client needs to know, such as what the invoice covers, a reference to the approved quote or timesheet, or when final files will be released.]

---

## Before you send it

- [ ] The invoice number is unique and next in sequence.
- [ ] Client details and any PO number are correct.
- [ ] Every line matches what was agreed or approved.
- [ ] Service period is filled in.
- [ ] Engagement reference is filled in.
- [ ] The total, tax and currency are right.
- [ ] The due date is written as a date.
- [ ] Payment details or a payment link are included.

---

# Example: Ledgerline Accounting invoice for Moss & Pine Landscaping

A filled-in example for a monthly bookkeeping and year-end accounts. Both companies are fictional.

## Invoice details

Invoice number: INV-0142
Invoice date: 3 June
Due date: 17 June
From: Ledgerline Accounting
Bill to: Moss & Pine Landscaping

## Line items

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Monthly bookkeeping | Bank reconciliation and categorisation, up to 150 transactions | 1 month | $350.00 | $350.00 |
| Payroll | Monthly payroll for 6 employees | 6 items | $12.00 | $72.00 |
| Sales tax return | Quarterly return preparation and filing | Fixed fee | $180.00 | $180.00 |
| Catch-up bookkeeping | Prior months’ reconciliation | 5 hours | $65.00 | $325.00 |

## Totals

Subtotal: $927.00
Tax: Not charged in this example
Total due: $927.00
Payment terms: 14 days, by bank transfer or card link

## Notes

Thank you for your business. Please quote the invoice number with your payment.

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