Invoice generator
Free Bookkeeper Invoice Generator
Enter each bookkeeping service as its own line, with months or hours as the quantity and your rate, and review the figures in the preview before sending.
Try the Bookkeeper 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
Bookkeeper 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 bookkeeper business
Every line in the generator holds a description, a quantity and a unit rate. For a bookkeeping client, put the service and the period in the description, such as monthly bookkeeping for April. Use 1 as the quantity for a fixed monthly fee, or the number of hours for work you bill by the hour, like catching up on old records.
The preview adds a single tax rate to the subtotal. Before you fill in that field, check your state's position on bookkeeping.
Worked example, with sample figures: an April invoice has a monthly bookkeeping line of 1 × $425.00 = $425.00 and a catch-up line of 5 hours × $60.00 = $300.00. The subtotal is $425.00 + $300.00 = $725.00, and with no tax entered the total stays $725.00.
For the wider routine, from agreeing on the fee to following up, see the bookkeeper invoicing guide.
Why Billed fits bookkeeper billing
- Save the services you bill each month: 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."
- Send a monthly fee on a schedule: Billed's invoice software page says "For clients you bill on a schedule, set up a recurring profile once."
- Spot unpaid invoices quickly: Billed's invoice software page says "Invoice reports show which invoices are paid, partially paid or past due, and you can see who owes you money and send them a payment reminder."
How the bookkeeper invoice generator works
Three steps from blank page to a polished invoice your clients can pay with confidence.
- 1
Enter each service as a line
Describe the service and its month, then the quantity (1 for a monthly fee, or the number of hours) and your rate. Lines can be added or removed.
- 2
Add tax if it applies
Fill in the tax percentage only if bookkeeping is taxable where you work; the preview then adds it to the subtotal.
- 3
Open the full generator
When the lines look right, the Open full generator link goes to Billed's full invoice generator.
Features that match real bookkeeper workflows
Recurring Invoices
Billed's invoice software page says "For clients you bill on a schedule, set up a recurring profile once. Choose the billing frequency (daily, weekly, monthly or yearly) and how many invoices to send, or keep sending until you stop."
Bill For Tracked Time
Billed's time tracking page says "Create an hourly rate project, set its hourly rate, and Billed tracks the charge for each task as you log it."
Payment Reminders
Billed's help center says "You can set a schedule of payment reminders before and after the invoice's due date."
Accept Credit Cards
Billed's invoice software page says "Connect your Stripe account and every invoice you send gets a pay button, so clients can pay by card."
Create this invoice
Open the invoice generator to fill in this invoice.
Bookkeeper invoicing: common questions
Grow your bookkeeper business with Billed
Create invoices, track payments and keep your clients' details in one place with Billed.
At a glance
| What you did | How to enter it |
|---|---|
| Monthly bookkeeping | 1 × your monthly fee, with the month named |
| Catch-up or extra work | Hours × your hourly rate, on its own line |
| Year-end work | Its own line with the year named |
| Sales tax | A tax percentage only where your state requires it |
When this isn't for you
If the way you invoice clients today already works for you, there's no need to switch.