● Turn strategic sessions, operational audits, and transformation initiatives into professional invoices in minutes.
● Stay organized with itemized billing for planning, analysis, implementation, and advisory hours.
● Avoid billing mistakes with mandatory fields and automated calculations for totals.
● Present a clean, branded invoice that reflects your consulting expertise and professionalism.
● Get paid faster with clear deliverables, project phases, and due dates outlined.
● Track engagements like change management, process optimization, organizational restructuring, and executive advising.
● Include scopes of work, KPIs, and milestone reports to protect your project boundaries.
● Maintain centralized records for client interactions, billing cycles, and strategic recommendations.
● Store digital records for tax purposes, performance reviews, and recurring retainers.
● Bring consistency and credibility to your consulting operations with streamlined invoicing.
● Designed for strategic consultants – Ideal for invoicing leadership workshops, operational reviews, governance audits, and performance frameworks.
● Professional formatting – Builds trust with enterprise clients, boards, and internal stakeholders.
● Faster payments – Clearly presented deliverables and structured billing reduce confusion and approval delays.
● Organized documentation – Track consulting phases, payment schedules, and outstanding balances with ease.
● Use our online invoice generator – Quickly generate branded, print-ready invoices with just a few clicks.
● Be sure to include the following information:
Your consultancy’s name, logo, and contact details
Client name, department, and billing contact
Description of services (e.g., “Operational Efficiency Audit – Phase 1,” “Quarterly Leadership Strategy Session,” “KPI Alignment & Implementation Plan”)
Itemized pricing (e.g., per hour, per day, fixed project fees, travel or materials)
● Automatic calculations – Subtotals, discounts, taxes, and totals handled automatically.
● Send or download – Email directly to your client or export as a PDF for recordkeeping.
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