Free invoice templates for strategy consultants built for project fees, billable hours, and travel expenses. Download and edit in PDF, Word, Excel, Google Docs, or Google Sheets.
Download a template, then edit in PDF, Word, Excel, Google Docs or Google Sheets. Print or email when ready.
How to label charges so every invoice makes sense the moment your clients see it.
Include project fees, hours, deliverables, and travel with professional invoice line items.
Invoices get stuck when details are fuzzy. Use these fixes to keep cash moving and prevent disputes.
Real-world billing help for discovery workshops, retainers, travel and research pass-throughs, success fees, and change orders. Sample line items, markups, and terms. Clear answers.
Split them. Bill discovery hourly or day rate, then price implementation as milestones. Example: “Discovery interviews: 16 hrs @ $250/hr = $4,000” and “Implementation Sprint 1: fixed fee = $12,000.”
Show retainer amount, what it covers, and hours included or not. Add overage and unused-hours terms. Example: “Monthly retainer: $6,000 covers up to 20 hrs; Overage: 3 hrs @ $250/hr = $750.” Use the Strategy Consultant Invoice Template to format it fast.
List each cost and attach receipts. Pass through at cost or add a pre-agreed markup. Example: “Airfare: $486,” “Hotel: $219/night x 2 = $438,” “Per diem: $65/day x 2 = $130.” Sales tax rules vary—check local rules.
Tie each payment to a deliverable the client can accept. Keep dates and acceptance criteria simple. Example: “Market Analysis Report: 40% = $8,000 on delivery,” “Executive Playbook: 40% = $8,000,” “Presentation & handoff: 20% = $4,000.”
Add a change order before doing the extra work. Price by hourly rate or a new fixed chunk. Example: “Additional competitor study: 12 hrs @ $250/hr = $3,000” or “Add-on workstream: fixed fee = $5,500.”
Use a sliding scale and protect prep time. Example: “Cancel 7–14 days: 50% of facilitation fee = $2,500,” “Cancel <7 days: 100% + nonrefundable venue = $5,000 + $800.” A management consultant or advisory firm should put this in terms.
Yes, if the metric and audit window are clear. Bill it when the event happens. Example: “Success fee: 5% of documented annualized cost savings of $400,000 = $20,000, due 30 days after CFO sign-off.”
Show each pass-through and any agreed markup. Keep supplier names visible. Example: “Survey panel: $2,100 @ cost,” “Data license: $3,000 + 10% admin = $3,300,” “Specialist analyst: 8 hrs @ $150/hr = $1,200.”
