Free bookkeeping invoice, estimate and receipt templatesGive every month of careful work a clear close.

Yes. Every field is yours to change: your business details, the client, the service period, each line, the fee, the due date and the notes. Pick a design, edit it in your browser, then download a PDF or a PNG, or print it.

Yes. Add your logo once and it sits at the top of every invoice, estimate and receipt you make, along with your firm name, address, email and phone number.

InvoiceTools does not send invoices for you. The recurring invoice planner writes out every billing date and amount for a monthly fee, and you make each month's invoice from the same details in a couple of minutes.

No. InvoiceTools does not process or hold your money. You add your own payment link, such as PayPal, a pasted Stripe link, Venmo, Cash App, Wise or bank transfer, and your client pays you directly.

Yes. Nothing on the document is tied to bookkeeping. Change the line descriptions to whatever you did, such as payroll support, catch-up work or an advisory call, and the rest of the invoice stays the same.

Name the engagement and the period, then give each kind of work its own line: the monthly bookkeeping fee, payroll by headcount, and the tax return or year-end work as separate fees. Flag anything outside the engagement letter, such as catch-up months, so it does not look like the retainer went up. Add the client's entity name, the due date and how to pay.

It depends on the entity type, how clean the books are when they reach you, how many accounts and transactions need reconciling, whether adjusting entries or depreciation schedules are needed, and whether you also prepare the return from the same figures. The generator opens that line at $900.00 as a placeholder so the page is not empty; type your own fee over it.

They can, on separate lines: the bookkeeping fee for the month, then the year-end accounts or the tax return as their own lines. A client who queries the annual work then queries one line rather than holding up the retainer. If the one-off fee is large, a separate invoice with its own due date keeps the monthly payment moving.

Many firms ask for the return fee before, or at the same time as, they hand over the return for signature, because once it is filed the client has what they came for. Set this in the engagement letter and print it on the invoice. For monthly clients, billing the bookkeeping fee at the start of each month as a recurring invoice keeps you paid ahead of the work.

Send a statement of the whole balance, then pause new work under the engagement until it clears, which your engagement letter should allow. Be careful with records: professional rules for CPAs generally require returning a client's own books and documents even when fees are unpaid, while work you prepared may be treated differently. Check your state board's rules before withholding anything.

Many states do not tax accounting or tax preparation, but some tax certain professional or bookkeeping services, and a state can treat bookkeeping differently from tax work. Software or forms you resell to a client may be taxable where your service is not. Keep those on their own lines so tax applies only where it should, and check your state's revenue department.

Bill per employee per pay run, with the headcount as the quantity, so a new hire changes the number rather than the rate. The line opens at eight employees. Payroll tax deposits and wage garnishments you remit on the client's behalf are the client's money, not your fee, so keep them off the invoice or on a clearly separate line.