Invoice generator
Free Accountant Invoice Generator
Type your bookkeeping, payroll and advisory charges into the preview and check the total, then open Billed's generator to create the invoice. The starting lines are sample figures.
Try the Accountant invoice generator
Add line items below to see a preview on this page. The button below the preview opens Billed's invoice generator.
Invoice preview
Accountant Services
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This preview stays on this page. The button opens Billed's invoice generator in a new tab.
Open full generatorInvoicing for your accountant business
Each line in the preview takes a description, a quantity and a rate in US dollars, and the Tax % box applies one rate to the whole subtotal. For accounting work, give every service its own line and name the period it covers, such as "Bookkeeping, March" or "Payroll processing, 2 runs". Put the count in Qty and the price of one unit in Rate, so a client can see how each amount was reached.
Leave Tax at 0% unless sales tax applies to the service in your state; check its rules. For setting up retainers, hourly advisory work and out-of-scope requests, see the accountant invoicing guide linked below.
Worked example (sample figures, the same lines the preview starts with): monthly bookkeeping at 1 × $450.00, two payroll runs at 2 × $75.00 = $150.00, and two advisory hours at 2 × $140.00 = $280.00. The preview adds them to a subtotal of $450.00 + $150.00 + $280.00 = $880.00, and with Tax at 0% the total is $880.00. Replace each figure with your own prices.
Why Billed fits accountant billing
- Billed's invoice software page says you can "save the products and services you sell so you can pull them into an invoice instead of retyping them", which suits services you bill every month.
- Retainers billed every month suit a recurring profile. Billed's invoice software page says: "For clients you bill on a schedule, set up a recurring profile once."
- If you track advisory time, the same page says you can "bill for time you have tracked".
- It also says: "Set a due date on each invoice so your client knows when to pay."
How the accountant invoice generator works
Three steps from blank page to a polished invoice your clients can pay with confidence.
- 1
Name each service and its period
Replace the sample descriptions with your own services, one per line, and say which month or engagement each line covers.
- 2
Enter quantities and rates
Use Qty for months, payroll runs or hours and Rate for the price of one. The preview totals the lines as you type.
- 3
Check the total and continue
Set Tax only if it applies and check the total. The Open full generator button links to Billed's own invoice generator; create the invoice there.
Features that match real accountant workflows
Save Products & Services
Billed's features page says: "Save products and services in Billed App and pull these products quickly in your invoices."
Recurring Invoices
Billed's features page says: "Save time by sending invoices on a regular schedule so you don’t have to create invoices again and again."
Bill For Tracked Time
Billed's features page says: "Easily create invoices for the tracked time and get paid."
Payment Reminders
Billed's features page says: "Send payment reminders to your customers to get paid faster on your invoices."
Accountant invoicing: common questions
Grow your accountant business with Billed
Create invoices, track payments and keep your clients' details in one place with Billed.
At a glance
| Preview field | What to enter for accounting work |
|---|---|
| Description | The service and the period, e.g. "Bookkeeping, March" |
| Qty | Months, payroll runs or hours |
| Rate | Your price for one unit, in dollars |
| Tax % | 0 unless tax applies to the service under your state's rules |
When this isn't for you
If the way you invoice clients today already works for you, there's no need to switch.