Invoicing Templates for Accountants & Bookkeepers
Invoicing Templates for Accountants & Bookkeepers
Invoicing Templates for Accountants & Bookkeepers
Looking for a detailed, compliance-ready invoice template built for finance professionals? GoInvoice offers a free, fully customizable invoice format designed for accountants, bookkeepers, and virtual CFOs — so you can invoice accurately, track hours or deliverables, and get paid without friction.
Loved by 100k+ business owners and finance teams across the globe.
Loved by 100k+ business owners
Built to Earn
Your Trust
Proven. Trusted. Scalable.
GoInvoice is one of the only invoicing platforms offering dedicated templates for accounting and bookkeeping professionals.
Unlike generic tools, GoInvoice supports hourly tracking, recurring client billing, file attachments, and report breakdowns — all in a client-trusted format.
Your work is about precision and trust. Your invoices should reflect both.
Industry Use Case Overview
Why Invoicing Matters for Accountants & Bookkeepers
Why Invoicing Matters for Accountants & Bookkeepers
Why Invoicing Matters for Accountants & Bookkeepers
When handling others’ financial data, a clear, structured invoice does more than just request payment—it reinforces your professionalism by accurately reflecting services like monthly bookkeeping retainers, catch-up projects, year-end reconciliation, payroll processing, financial statement prep, virtual CFO consulting, and tax-ready deliverables or software setup, helping minimize confusion and highlight the value behind every line item.
Free templates
Free templates
Download Ready-to-Use Accountants & Bookkeepers Invoice Templates
Download Ready-to-Use Accountants & Bookkeepers Invoice Templates
General Accounting Services Invoice
General Accounting Services Invoice
General Accounting Services Invoice
Excel
Word
Why Use an Accountant & Bookkeeper Invoice Template?
Why Use an Accountant & Bookkeeper Invoice Template?
Bill by Hour, Deliverable, or Retainer
Flexible for Any Financial Workflow
Whether it’s weekly books, end-of-month reports, or annual cleanups, invoice by task or time — your billing reflects the value you bring.
Track Periods, Clients & Scope Clearly
Stay Organized Over Time
Add billing cycles, scope descriptions, or client IDs for smooth month-to-month tracking and clarity for both you and your clients.
Attach Reports & Financial Docs
Send Everything Together
Upload spreadsheets, P&Ls, closing checklists, or review notes right with your invoice to streamline delivery and documentation.
Automate Recurring Payments
Less Chasing, More Doing
Set recurring invoices and payment reminders, and let clients pay via UPI, card, or bank — ideal for monthly retainers and long-term contracts.
Bill by Hour, Deliverable, or Retainer
Flexible for Any Financial Workflow
Whether it’s weekly books, end-of-month reports, or annual cleanups, invoice by task or time — your billing reflects the value you bring.
Track Periods, Clients & Scope Clearly
Stay Organized Over Time
Add billing cycles, scope descriptions, or client IDs for smooth month-to-month tracking and clarity for both you and your clients.
Attach Reports & Financial Docs
Send Everything Together
Upload spreadsheets, P&Ls, closing checklists, or review notes right with your invoice to streamline delivery and documentation.
Automate Recurring Payments
Less Chasing, More Doing
Set recurring invoices and payment reminders, and let clients pay via UPI, card, or bank — ideal for monthly retainers and long-term contracts.
Bill by Hour, Deliverable, or Retainer
Flexible for Any Financial Workflow
Whether it’s weekly books, end-of-month reports, or annual cleanups, invoice by task or time — your billing reflects the value you bring.
Track Periods, Clients & Scope Clearly
Stay Organized Over Time
Add billing cycles, scope descriptions, or client IDs for smooth month-to-month tracking and clarity for both you and your clients.
Attach Reports & Financial Docs
Send Everything Together
Upload spreadsheets, P&Ls, closing checklists, or review notes right with your invoice to streamline delivery and documentation.
Automate Recurring Payments
Less Chasing, More Doing
Set recurring invoices and payment reminders, and let clients pay via UPI, card, or bank — ideal for monthly retainers and long-term contracts.
Bill by Hour, Deliverable, or Retainer
Flexible for Any Financial Workflow
Whether it’s weekly books, end-of-month reports, or annual cleanups, invoice by task or time — your billing reflects the value you bring.
Track Periods, Clients & Scope Clearly
Stay Organized Over Time
Add billing cycles, scope descriptions, or client IDs for smooth month-to-month tracking and clarity for both you and your clients.
Attach Reports & Financial Docs
Send Everything Together
Upload spreadsheets, P&Ls, closing checklists, or review notes right with your invoice to streamline delivery and documentation.
Automate Recurring Payments
Less Chasing, More Doing
Set recurring invoices and payment reminders, and let clients pay via UPI, card, or bank — ideal for monthly retainers and long-term contracts.
Bill by Hour, Deliverable, or Retainer
Flexible for Any Financial Workflow
Whether it’s weekly books, end-of-month reports, or annual cleanups, invoice by task or time — your billing reflects the value you bring.
Track Periods, Clients & Scope Clearly
Stay Organized Over Time
Add billing cycles, scope descriptions, or client IDs for smooth month-to-month tracking and clarity for both you and your clients.
Attach Reports & Financial Docs
Send Everything Together
Upload spreadsheets, P&Ls, closing checklists, or review notes right with your invoice to streamline delivery and documentation.
Automate Recurring Payments
Less Chasing, More Doing
Set recurring invoices and payment reminders, and let clients pay via UPI, card, or bank — ideal for monthly retainers and long-term contracts.
Step-by-Step
How to Create a Bookkeeping Invoice in 3 Easy Steps
How to Create a Bookkeeping Invoice in 3 Easy Steps
How to Create a Bookkeeping Invoice in 3 Easy Steps
Step 1
Step 1
Add client details, billing cycle, and service period
Step 2
Step 2
List tasks — reconciliations, payroll runs, cleanup work, report prep
Step 3
Step 3
Send the invoice digitally or download as PDF — with secure payment links
Real-World Example
ClarityLedger: Precision Billing That Builds Trust
ClarityLedger: Precision Billing That Builds Trust
ClarityLedger: Precision Billing That Builds Trust
Business: ClarityLedger Finance
Focus: Monthly bookkeeping + financial consulting for small businesses
Use Case: “We use GoInvoice to bill recurring clients on the first of each month — line items include P&L prep, reconciliation, and payroll. We attach a PDF of the deliverables with the invoice. Clients love it, and we never miss a beat.”
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FAQ’s
Frequently Asked Questions
Frequently Asked Questions
Can I invoice by task, hours, or fixed monthly fee?
Can I invoice by task, hours, or fixed monthly fee?
Can I include service periods or client IDs?
Can I include service periods or client IDs?
Can I attach spreadsheets, reports, or reconciliation files?
Can I attach spreadsheets, reports, or reconciliation files?
Will this work for catch-up bookkeeping or quarterly packages?
Will this work for catch-up bookkeeping or quarterly packages?
🚀 Ready to Bill Like a Pro?
🚀 Ready to Bill Like a Pro?
You Balance the Books — We Balance Your Billing
Whether you close books monthly or prep statements quarterly, GoInvoice gives you the structure and professionalism your clients expect.
👉 Try GoInvoice’s free accountant & bookkeeping invoice template today — and bring clarity to every transaction.
Happy Users
Real Feedback. Real Results.
Trusted by 100+ happy clients, powering over $250M+ in invoicing.
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Happy Users
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$0+
Invoices generated
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Average Rating
"GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"
Jessica T.
Freelance Graphic Designer
"With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"
Michael L.
IT Consultant
"As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."
Samantha R.
Yoga Instructor
"Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."
David S.
Marketing Agency Owner
"The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."
Emily H.
Event Planner
"The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."
James M.
Software Developer
Happy Users
Real Feedback. Real Results.
Trusted by 100+ happy clients, powering over $250M+ in invoicing.
0+
0+
Happy Users
$0+
$0+
Invoices generated
0.0
0.0
Average Rating
"GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"
Jessica T.
Freelance Graphic Designer
"With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"
Michael L.
IT Consultant
"As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."
Samantha R.
Yoga Instructor
"Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."
David S.
Marketing Agency Owner
"The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."
Emily H.
Event Planner
"The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."
James M.
Software Developer
Happy Users
Real Feedback. Real Results.
Trusted by 100+ happy clients, powering over $250M+ in invoicing.
0+
0+
Happy Users
$0+
$0+
Invoices generated
0.0
0.0
Average Rating
"GoInvoice.io has completely transformed how we handle billing. The intuitive interface and customizable templates save us hours each week. It’s a must-have for any small business!"
Jessica T.
Freelance Graphic Designer
"With GoInvoice.io, I can send professional invoices in minutes and track payments effortlessly. My clients love the clarity, and my cash flow has never been better!"
Michael L.
IT Consultant
"As someone who’s not tech-savvy, I was amazed by how easy GoInvoice.io is to use. It’s made invoicing stress-free and keeps me organized with reminders and payment tracking."
Samantha R.
Yoga Instructor
"Our growing agency needed an invoicing tool that could keep up with our client base. GoInvoice.io delivers every time with seamless features and excellent support."
David S.
Marketing Agency Owner
"The invoice templates are sleek and professional, and the ability to customize them to match my brand is fantastic. GoInvoice.io has elevated my client interactions."
Emily H.
Event Planner
"The customer support team at GoInvoice.io is incredible. They’re quick to respond and always have a solution. The platform is reliable, and the service is unmatched."
James M.
Software Developer
Streamline Your Invoicing Process
Get in touch to explore how GoInvoice can simplify your business finances.
Streamline Your Invoicing Process
Get in touch to explore how GoInvoice can simplify your business finances.