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Business Consulting Invoice Template

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Business consulting invoice template in Excel by Formatworks, download now for free. this is fully customizable invoice template in excel

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Summary

Consultants and professionals can implement this invoice template for their firm or consulting agency. You can easily modify this template to create your own version. Include additional core components as per your requirement like HSN and SAC Codes etc.
Features of Business Consulting Invoice

Consulting is a larger industry however, there are emerging consultants who want to start their career or practice independently. They might get projects based on their experience, expertise or connection. At the end, invoicing is to be done. When the business reaches to a multi fold level, ERP or Billing solutions can be adopted, but initially everyone tries to manage by implementing a standard invoice template in Excel, Spreadsheet, Word or Numbers. Hence, this template for business consulting invoice in Excel is very useful and can act as a starting point.

Once you download this excel template for invoice, you can see that it comes with default fields like;

  • Company name, address and other details (website, phone number etc).
  • Bill To (*Customer name and other customer related details)
  • Project Details (*Details of project name or assignment name or engagement worked upon)
  • Invoice date and due date for payment
  • Description, hours and rate for the services rendered.
  • Discounts, if any and total tax on the supply of services.
  • Terms and instructions.

Now, point to remember here is that consulting services are charged on hourly basis in most of the cases but if the rates are pre-defined, it doesn’t make sense in highlighting the same in the invoice. Hence, you can quickly modify fields and sections which are not relevant for your use cases. This is a fully customizable invoice template.

Download Instructions

Follow the download instructions below, if you need any assistance. You can download this template for free and start customizing or using it. By downloading this template, you also accept our terms of use policy and privacy policy.

Once you download this template, by default, the file/ folder extension will be compressed (zip). You will require decompressing software to get all the template files. You can use 7ZIP, WINRAR etc. Also, ensure that you have the appropriate software installed on your system for the file type you are downloading (e.g., Microsoft Office for DOCX and XLSX files, a PDF reader for PDF files). Now, Right-click on the template file you’ve downloaded and Select “Open With” from the context menu.

You can choose the relevant software/application to open the file. For DOCX files, use a word processing application (e.g., Microsoft Word). For XLSX files, use a spreadsheet application (e.g., Microsoft Excel). For PDF files, use a PDF reader (e.g., Adobe Acrobat). Alternatively, you can double-click on the template file, and it will open in the default application associated with that file type on your system.

If you encounter any issues, ensure your software is up-to-date or consider using an alternative application that supports the file type.

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