Free Bookkeeping Invoice Generator
Bill clients for monthly flat-fee bookkeeping or hourly cleanup work, add your logo, and download it as a PDF — free, no sign-up.
Saved invoices
Saved automatically in your browser.
Your business name
INVOICE
INV-001
Billed to
Client name
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Item description | 1 | — | $0.00 |
- Subtotal
- $0.00
- Total
- $0.00
Invoicing bookkeeping clients
Most bookkeeping is billed as a flat monthly retainer, so put it on a single line — 'Monthly bookkeeping — March 2026' — with the quantity at 1 and your flat fee as the rate. Naming the period in the description matters here: it's what tells the client, and future you, exactly which month's transaction recording and reconciliation the invoice covers. If a client is on an hourly arrangement instead, put the hours in the quantity column (decimals like 3.25 work) and your rate alongside, and the totals calculate automatically.
Catch-up and cleanup projects — reconstructing months of uncategorized transactions, fixing a broken software migration, reconciling accounts that haven't balanced in a year — go on their own line, separate from the ongoing monthly fee. Bill them hourly or as a fixed project rate so the client sees the one-time cleanup cost apart from what they pay every month, and use the notes field for the detail that justifies it: how many months you reconstructed, which accounts you reconciled, and the software you worked in.
Bookkeeping invoices commonly go out on net-15 terms — set the due date about two weeks out and state the terms in the notes. Keep this separate from tax prep or advisory work: if you also handle accounting, invoice that on its own document. Your draft autosaves in the browser, so next month you reopen the page, bump the invoice number, change the period in the description, and download the new PDF.
How do you bill three months at once?
This client is on a flat monthly retainer that had gone unbilled for a quarter, so rather than three near-identical invoices the recurring fee goes on one line with the number of months in the quantity column and the months themselves named in the description. The Stripe account added to the monthly scope is billed the same way, per month, on its own line so the retainer price stays untouched. Underneath sits the one thing that does not recur: six months of uncategorized transactions, billed by the hour at the catch-up rate, which runs above the standard rate rather than below it.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping — Dec 2025, Jan and Feb 2026 (QuickBooks Online) | 3 | $450.00 | $1,350.00 |
| Additional account reconciliation — Stripe payouts, same three months | 3 | $40.00 | $120.00 |
| Catch-up cleanup — Jul–Dec 2025 reconstruction and reconciliation | 16.5 | $85.00 | $1,402.50 |
| Subtotal | $2,872.50 | ||
| Total due | $2,872.50 | ||
Recurring work is priced per month and multiplied in the quantity column; the one-time reconstruction is billed by the hour, so the client can see what repeats against what does not.
Does your invoice say what the period covers?
The period covered
Name the months in the description — "Monthly bookkeeping — Dec 2025, Jan and Feb 2026" — and put the number of months in the quantity column, so one line can cover a quarter without anyone guessing which periods were paid for.
Retainer separate from cleanup
Keep catch-up or cleanup work on its own line, hourly or as a fixed project price, so a one-time reconstruction never looks like the monthly fee going up.
Price cleanup above your standard rate
Catch-up work is slower and messier than a month you kept current, so quote it at your higher hourly rate or as a fixed project fee, and say which in the description.
Scope of the flat fee
Use the notes field to state what the retainer includes — the software, how many accounts are reconciled, whether payroll or A/P is in scope — since that boundary is what clients test.
Net-15 terms
Bookkeeping usually goes out on shorter terms than tax work, so set the due date about two weeks out and repeat the terms and your ACH details in the notes.
How to create an invoice online
- 1
Fill in the details
Add your business info, your client, line items, tax, and an optional logo or discount.
- 2
Watch the live preview
The invoice updates as you type, so you always see exactly what your client will receive.
- 3
Download the PDF
One click generates a clean, professional PDF invoice — free and without a watermark.
A simple invoice maker for freelancers and small businesses
Everything you need to bill a client properly — and nothing you don't. Create an invoice, check the live preview, download the PDF, get paid.
Instant PDF download
Generate a polished A4 invoice PDF in one click — no waiting, no email required.
No sign-up, no watermark
Completely free to use. Your invoice is yours, with no branding stamped on it.
Private by design
Everything happens in your browser. Your invoice data never touches a server.
Logo, tax & discounts
Add your logo, any tax label and rate (VAT, GST, sales tax), and percentage or fixed discounts.
Saves as you type
Your draft is stored locally in your browser, so an accidental tab close loses nothing.
20 currencies
Invoice in USD, EUR, GBP, INR, JPY and more, with correct rounding for each currency.
Frequently asked questions
How do I invoice a monthly bookkeeping retainer?
Put it on a single line — 'Monthly bookkeeping — [month]' — with the quantity at 1 and your flat fee as the rate, so the period covered is clear on the PDF. Send it on the same day each month, changing only the invoice number and the month in the description.
How should I bill catch-up or cleanup work?
Keep it on its own line, separate from the recurring monthly fee — either hourly, with the hours in the quantity column (decimals supported), or as a fixed project rate. Note the number of months you reconstructed and the software you cleaned up in the notes so the client understands the one-time charge.
What's the difference between a bookkeeping and an accounting invoice?
Bookkeeping covers the recurring work — recording transactions, categorizing, reconciling accounts — while accounting usually means tax prep or advisory. If you do both for the same client, bill them on separate invoices so it's clear what each service costs.
Do I charge sales tax on bookkeeping services?
It depends on your state or country — many places don't tax professional services, but some do. If you need to charge it, set the tax label and rate and it's calculated on the subtotal after any discount; if not, leave the tax rate empty. Check with an accountant, since rules vary.