Invoice Template for Bookkeepers
Bookkeepers typically charge a flat monthly fee or hourly rate for maintaining client books. Your invoice should clearly show the billing period, services provided, and any add-ons like payroll or tax prep support. Clear invoicing keeps your own receivables organized and makes it easy for clients to pay on schedule.
Key takeaways
- Include all essential details: your info, client info, invoice number, itemized services, and payment terms
- Be specific about deliverables — vague line items lead to payment disputes
- Set clear payment terms with a due date and late fee policy
- Follow up promptly when payments are overdue — use a tracking system
What to Include on Your Bookkeepers Invoice
- Your bookkeeping business name and contact
- Client name and business name
- Invoice number and billing period
- Services (e.g., monthly bookkeeping, bank reconciliation)
- Flat fee or hourly breakdown
- Add-ons (payroll processing, sales tax, etc.)
- Payment terms and due date
Need help crafting a professional reminder for an overdue invoice? Use the free email generator to create payment reminders in seconds. For UK businesses, the HMRC invoice requirements outline exactly what every invoice must include to be legally valid.
Common Bookkeepers Invoicing Mistakes to Avoid
- Not specifying the period covered — "monthly bookkeeping" needs dates
- Bundling multiple entities into one invoice — invoice each business separately
- Forgetting to invoice yourself — bookkeepers often deprioritize own billing
- Vague service descriptions — specify transaction count or scope
- Irregular billing — clients expect consistent monthly invoices
How Bookkeeperss Get Paid Faster
- Invoice on the same date each month (e.g., 1st or 5th)
- Include a brief scope: "Up to 100 transactions/month" or "Full-service"
- Separate bookkeeping from payroll or tax prep if bundled
- Set up payment reminders for clients who pay Net 15-30
- Track your client list to avoid missing a billing cycle
Tracking invoices manually is error-prone. Track your outstanding invoices with a visual Kanban board, built-in chase history, and a plan your follow-up timeline tool.
Already Sent the Invoice? Now Track It and Get Paid.
The real problem starts after you send the invoice
Creating an invoice takes minutes. Getting paid can take weeks. The hard part is knowing which clients haven't paid, when to follow up, and what you already said. Spreadsheets and memory don't cut it when you have multiple invoices in flight.
InvoiceGrid is built for exactly this. Open it each morning, see who to chase today, generate the right follow-up email, and log everything — so you have a paper trail if things escalate.
- Today View — shows exactly which invoices need attention each morning
- Chase History — log every email, call, or message sent per invoice
- Email Generator — professional reminder emails in 5 tones, from friendly to final notice
- Evidence Pack — dispute-ready documentation if a client refuses to pay
Free Chase Tools for Invoice Payments
Once you've sent your invoice, these free tools help you manage due dates, calculate late fees, and track what you're owed — no signup required.
Due Date Calculator
Calculate exact due dates for Net 7, 15, 30, 45, 60, 90 or custom terms
Late Fee Calculator
Calculate how much a client owes including late fees and accrued interest
Reminder Email Generator
Generate payment reminders in 5 tones — from friendly to final notice
AR Aging Report Generator
See all outstanding invoices bucketed by 0–30, 31–60, 61–90, 90+ days
Other Invoice Templates
Looking for a template for a different profession? Browse our other guides:
Frequently Asked Questions
How do bookkeepers typically charge?+
Flat monthly fee ($200-800+ depending on transaction volume and complexity) or hourly ($35-75). Some price by transaction count. Payroll is often an add-on ($50-150 per run).
When should bookkeepers send invoices?+
Start of month for the upcoming month, or end of month for work completed. Align with when you complete the prior month's close.
What should bookkeepers include on their invoice?+
Client name, billing period, service description, fee, payment terms. For hourly work, include hours and rate. Reference the engagement agreement if applicable.
Ready to Track Your Invoices Visually?
Stop losing track of who owes you money. InvoiceGrid gives you a visual Kanban board, chase history, and professional email reminders.