Invoice templates · Bookkeeper
Free Bookkeeper Invoice Template
Invoice monthly bookkeeping, catch-up work, and year-end prep. Built for recurring retainers with clean, itemized lines your clients can file without a second thought. Free — no signup, no email wall, no watermark.
Make your bookkeeper invoice
Add your business and client details, drop in line items, and the totals update live — then download a clean PDF. No signup.
What to put on a bookkeeper invoice
Bookkeepers usually bill a fixed monthly retainer per client, plus one-off lines for catch-up work or year-end. Invoice the retainer at the start of the period with the month named, and keep catch-up and project work on their own lines so clients can see exactly what they paid for.
Example line items for bookkeeper work:
- Monthly bookkeeping — 1 @ $350
- Catch-up (3 months) — 3 @ $300
- Year-end / 1099 prep — 1 @ $250
Every complete invoice also needs your details, the client’s, a unique invoice number, dates, and clear payment terms — see the full invoice checklist, or read how to invoice a client.
Frequently asked questions
Flat monthly fee or hourly?
A flat monthly retainer is cleaner for both sides and easier to budget. Reserve hourly billing for catch-up or cleanup work, and put it on its own line so the scope is obvious.
How do I bill catch-up work?
Invoice it separately from the ongoing retainer — one line per month or per scope of cleanup — so the recurring fee stays predictable and the one-time work is clearly time-limited.