Skip to main content
Experi
Create invoice

Professional Consulting Invoice Template

Create clear, detailed invoices for consulting engagements, advisory retainers, and project-based work.

Edit online — no account neededUse this consultant templateDownload PDF Template

Worked Invoice Preview

See a realistic worked example. Applying it in Experi keeps the structure and leaves prices blank until you enter your own.

WORKED EXAMPLE · Fictional details and illustrative prices · Not a payment request

Clearpath Consulting Ltd
30 King Street
3rd Floor
London, EC2V 8EH
United Kingdom
consultant@example.com
Invoice
Invoice No:INV-00001
Issue Date:03 Sept 2026
Due Date:17 Sept 2026
Bill To
David Okonkwo
Northern Manufacturing Group
Riverside Business Park
Unit 12
Sheffield, S2 5SY
United Kingdom
customer@example.com
Illustrative line items and prices, not recommended rates
DescriptionQtyUnit PriceTotal
Strategy consulting - operational review
3 days on-site at £850/day
3.00Days£850.00£2,550.00
Stakeholder interviews and analysis
8 hours @ £125/hr
8.00Hours£125.00£1,000.00
Written report and recommendations
Comprehensive findings document
1.00Flat Rate£1,500.00£1,500.00
Board presentation and Q&A session
Half-day presentation with slide deck
1.00Sessions£500.00£500.00
Subtotal:£5,550.00
VAT (20%):£1,110.00
Total:£6,660.00
Notes
Thank you for engaging Clearpath Consulting. This invoice covers the operational review phase as per our engagement letter dated 15/01/2025.
Payment Details
Payment due within 30 days. Bank transfer to account details above.
Company No: 09876543 | VAT No: GB987654321

This is a preview. Create your own professional invoice with Experi.

Create Your Invoice Now

Make the example your own

What to check for this job

A consulting engagement combines advisory days with a workshop and a report. A clear period and purchase-order reference help the client's approver distinguish this invoice from the wider engagement.

See the consultants workflow in Experi →
  • Engagement and PO reference
  • Service dates or billing period
  • Days, hours or fixed deliverables
  • Approved travel and expenses

Watch out: Do not put confidential client findings in a document that may be forwarded to a finance team. Check whether travel is included in the agreed fee.

How to use this invoice template

Choose Use this template, then explicitly apply it above the line items in Experi. A new invoice still starts blank. Downloading the PDF gives you the worked example, not an editable form or an issued invoice.

  1. Enter your business details

    Add your business name, address, contact information, and VAT number if applicable.

  2. Add client information

    Enter your client's name, company (if applicable), address, and contact details.

  3. Add line items

    List all services provided, including strategy consulting - operational review, stakeholder interviews and analysis, written report and recommendations, board presentation and q&a session. Include quantity, unit price, and any notes.

  4. Set payment terms

    Specify payment due date and payment methods. Include bank details or other payment instructions.

  5. Review, print or send

    Preview your invoice, print a customer copy, download the PDF, or send it directly by email.

Invoice details and record-keeping notes

Recommended job details

  • Reference the engagement letter or contract in your invoice
  • Specify whether expenses are included or billed separately
  • Clarify intellectual property ownership of deliverables

Record and VAT notes

  • Consultants must determine IR35 status for each engagement
  • Travel and subsistence may be deductible depending on engagement structure
  • Keep detailed time records for each client project

Check the current official guidance on what invoices must include and VAT invoicing records.

Frequently Asked Questions

How should a consultant structure their invoice?

Clearly separate time-based fees (daily or hourly rates) from fixed deliverables. Reference the original engagement letter or proposal, and include a summary of work completed during the billing period.

Should I invoice for expenses separately?

It depends on your contract. Many consultants include expenses as separate line items on the same invoice, attaching receipts. Others bill expenses monthly. Whichever approach you use, agree it upfront with the client.

What are the IR35 implications for consultants?

If you work through a limited company, IR35 rules determine whether HMRC treats you as an employee for tax purposes. Medium and large clients must assess your IR35 status. Keep evidence of genuine self-employment such as control over work, substitution rights, and multiple clients.

What payment terms are standard for consulting?

Net 30 days is most common in the UK. For longer engagements, monthly invoicing with 14-30 day terms is standard. You can charge statutory late payment interest (8% + Bank of England base rate) on overdue invoices.

Ready to Create Professional Invoices?

Apply the structure, add your own prices, review the customer copy, then print or send it when the job is ready.

Use this consultant templateSee the workflow for consultants

No credit card required • Start invoicing in under 60 seconds

A different type of job?

Freelancer invoice template →

Hourly work, accepted milestones and agreed expenses.

Accountant invoice template →

Bookkeeping periods, accounts work and separate advisory fees.

Marketing Professional invoice template →

Retainer periods, campaign deliverables and approved extra work.

Browse every invoice style →

Related Resources

More Guides

Invoicing software for consultants

Follow the invoice workflow for consultants

How to Invoice as a Sole Trader in the UK

Complete guide to UK invoicing

What Should an Invoice Include UK?

Essential invoice checklist

Ready to Get Started?

Create professional invoices, save client details and track payment status with Experi.

View Pricing