Sales Consultant Invoice Template

Free invoice templates for Sales Consultants built for consulting hours, retainer fees, and travel expenses. Download and edit in PDF, Word, Excel, Google Docs, or Google Sheets.

Also called: sales consultant invoice, sales consultant bill, or sales advisor invoice.

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Download Free Sales Consultant Invoice Templates

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Sheets, Excel, Word and Doc Templates Coming November 21, 2025.

Custom Sales Consultant Invoice Template

Best for:

Logo, PO, territory and quota fields.

Printable Sales Consultant Invoice Template

Best for:

Totals, dates, approvals, signatures.

Editable Sales Consultant Invoice Template

Best for:

Edit packages, audits, playbook items.

Free Sales Consultant Invoice Template

Best for:

Leads, hours, sessions, notes.

How to Invoice as a Sales Consultant

Turn your sales work into a clear bill that shows scope, time, and outcomes.

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In 5 Steps:

Pull the signed proposal or SOW and confirm scope and dates.
Log time, deliverables, and expenses against each workstream.
Calculate fees and add any deposit or retainer received.
Apply the deposit to this invoice and show the remaining balance.
Set payment terms, attach proof for expenses, and send the invoice.

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What to Include in a Sales Consultant Invoice

These are the must-have fields for clear, compliant invoices.

Consultant business name and contact
Client name and billing contact
Invoice number and issue date
PO or contract/SOW reference
Project name and service period
Itemized services and reimbursable expenses
Deposit/retainer received and applied
Tax ID and tax treatment note (check local rules)
Payment terms and late fee policy
Bank details or payment link and currency

Billing Scenarios for Sales Consultants

How to label charges so every invoice makes sense the moment your clients see it.

Discovery Workshop; Prep Time

Discovery workshop to kick off a project

Shows the meeting time separate from preparation so the client sees the effort.

CRM Setup; Pipeline Audit

CRM setup with a pipeline audit

Separates build from assessment so scope and value are clear.

Sales Playbook; Script Pack

Writing a sales playbook with calling scripts

Distinguishes document creation from reusable scripts for clarity.

Advisory Retainer (Month); Included Hours

Monthly advisory on retainer

List the start and end dates or the month covered so approvers can match work to budget.

Onsite Sales Training (Day); Travel Expenses

Onsite training with travel

Keeps your day rate apart from reimbursable travel costs.

Performance Bonus; Commission on Close

Connects the payout to the agreed result for easy approval.

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Billable services and expenses for sales consultants

List hours, audits, training, and travel with professional invoice line items.

Charge or Service

Unit

Taxable

When to use

How to show it

Discovery Audit

Time

New client intake or reset

Hours × hourly rate. Capture current funnel, ICP, and motion; deliver quick wins and a prioritized plan.

Sales Playbook Development

Item

You’re codifying the sales motion

Fixed price or milestones. Produce messaging, stages, exits, and talk tracks aligned to the buyer journey.

Team Sales Training

Time

Coaching SDRs/AEs on skills

Hours × hourly rate. Plan, run, and assess live or virtual training with exercises and follow-ups.

CRM Setup & Handoff

Item

New build or cleanup + SOPs

Fixed price. Configure objects, fields, views, and automations; document usage and record a video handoff.

Pipeline Audit & Cleanup

Time

Stalled deals or messy stages

Hours × hourly rate. Review stage hygiene, close stale records, and tune next-step discipline.

Onsite Sales Workshop

Item

Tax Varies

In-person session with materials

Day rate × days + materials at cost. Includes printed workbooks and room supplies when required.

Win/Loss Interview Program

Item

You need voice-of-customer

Per interview × unit rate. Recruit buyers, conduct interviews, and synthesize patterns to de-risk messaging.

Commission Plan Redesign

Item

Comp isn’t driving behavior

Fixed price or milestones. Model tiers, accelerators, and guardrails; deliver plan docs and rollout guidance.

Printed Collateral Package

Item

Taxable

You deliver physical leave-behinds

Items × unit rate. Print playbooks, one-pagers, or desk cards; pass through print and shipping with markup.

After-Hours Support

Time

Nights, weekends, or rush help

Hours × after-hours rate. Apply only when service is outside standard hours or marked urgent.

Save and reuse your sales consulting rates

Create a free account and save hourly rates, audit fees, and training items once, so nothing gets retyped.

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Common Sales Consultant Invoicing Mistakes

These happen under pressure, but simple fixes keep cash moving and cut disputes.

Mistake

How to fix it

Vague scope lines create confusion about what was delivered and delay payment.

Use clear, outcome-based descriptions with brief points per deliverable. Tie each line to the proposal or SOW by name or ID.

Bundling services and expenses hides costs and triggers pushback or partial payment.

Separate service time, deliverables, and reimbursable expenses, and attach receipts for pass-through costs.

Show the original deposit, amount applied this invoice, and remaining credit or balance.

List the start and end dates or the month covered so approvers can match work to budget.

Leaving off the PO or contract reference breaks procurement checks and holds the invoice.

Include the PO or agreement ID exactly as issued so the invoice routes correctly.

Ignoring tax notes or required IDs risks non-compliance and rejected invoices.

Add your tax ID and a short tax treatment note for services, and check local rules on when tax applies.

Sales Consultant Invoice FAQs

Line items for discovery calls, retainers, commissions, and travel. Use our Sales Consultant Invoice Template guidance for terms, markups, and taxes. Clear answers.

How do I bill a discovery call or sales audit?

Charge it as a scoped mini project or hourly. Add time and prep. Example line item: “Sales Discovery Audit, 2 hrs @ $150/hr = $300.”

What belongs on a retainer for ongoing sales support?

List the monthly scope and meeting cadence. Note what is out of scope. Example: “Monthly Sales Support Retainer, up to 12 hrs, pipeline reviews and call coaching = $1,800.”

Should commission be on first sale only, renewals, or upsells?

Spell it out by event with dates. Tie to paid status. Example: “Commission, 8% of first invoice on ACME deal = $640; 3% renewal in month 13 = TBD.”

How do I show milestone billing for a CRM cleanup and pipeline build?

Break work into phases. Bill at acceptance of each phase. Example: “Milestone 1: CRM Cleanup Complete, fixed fee = $1,200.”

What travel costs are reasonable to pass through?

List airfare, hotel, mileage, and per diem with receipts. Add a travel day rate if you lose billable time. Example: “Travel, 280 miles @ $0.67 = $187.60; Hotel 1 night = $189.”

Can I charge for rapid turnarounds on proposals and decks?

Yes. Add a rush fee for requests under a set window. Example: “Rush Fee, proposal within 24 hours = $250.”

Do I add sales tax on US consulting services?

Often no, but rules vary. Check local rules. If taxable, show it clearly. Example: “Professional Services Subtotal = $2,000; State Sales Tax 6% = $120.”

How should software tools and ad spend appear on the bill?

Separate pass-through costs from your fee. Add any agreed markup. Example: “ZoomInfo License, pass-through = $420; Data Sourcing Fee, 10% markup = $42.”