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IT consulting & support Invoice Template

A small-business IT project includes an assessment, migration work and handover support. The client needs deliverables and a project reference, not a list of server credentials or an unqualified promise that every system is secure.

Use this it consulting & support 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

Example IT Consulting
10 Example Mews
Example Town, AB1 2CD
United Kingdom
it-consultant@example.com
Invoice
Invoice No:INV-00001
Issue Date:03 Sept 2026
Due Date:17 Sept 2026
Bill To
Jamie Ellis (Example)
20 Sample Close
Example Town, AB1 2EF
United Kingdom
customer@example.com
Illustrative line items and prices, not recommended rates
DescriptionQtyUnit PriceTotal
IT assessment and recommendations
1.00Days£450.00£450.00
System migration — agreed scope
2.00Days£450.00£900.00
Handover and user support
2.00Hours£65.00£130.00
Subtotal:£1,480.00
Total:£1,480.00
Notes
Project/ticket: [reference]. Billing period: [dates]. Agreed scope/deliverables: [summary]. Customer PO: [if applicable]. Do not include credentials or confidential system details.
Payment Details
Use your own agreed payment terms and instructions. This is not a payment request.
Fictional worked example. Illustrative prices only; no VAT is included in this example. Review the tax treatment for your own business and supply.

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What to check for this job

A small-business IT project includes an assessment, migration work and handover support. The client needs deliverables and a project reference, not a list of server credentials or an unqualified promise that every system is secure.

See the it consultants and support providers workflow in Experi →
  • Client project, ticket or PO reference
  • Billing period and agreed deliverables
  • Hours, days or fixed milestone basis
  • Hardware, licences and client-paid costs reviewed separately

Watch out: Keep passwords, IP addresses, recovery codes and security findings out of customer invoices and saved templates. Experi is not a helpdesk, licence-provisioning tool or managed-device platform.

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 it assessment and recommendations, system migration — agreed scope, handover and user support. 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

  • Client project, ticket or PO reference
  • Billing period and agreed deliverables
  • Hours, days or fixed milestone basis
  • Hardware, licences and client-paid costs reviewed separately

Record and VAT notes

  • Keep passwords, IP addresses, recovery codes and security findings out of customer invoices and saved templates. Experi is not a helpdesk, licence-provisioning tool or managed-device platform.
  • The example does not determine VAT, CIS or other tax treatment. Review the actual supply before issuing.

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

Frequently Asked Questions

Can I invoice a support retainer and project work separately?

Yes. Give the retainer its covered period and scope, then add only approved work outside that allowance. Saved templates and services are free capabilities; time tracking and recurring invoicing require Pro.

Can I change this it consulting & support template?

Yes. Apply it to a new invoice, remove irrelevant lines and enter your own quantities and prices. Curated prices are blank in the app. Review the job-specific notes before sending or printing.

Can I save my own prices and service descriptions?

Yes. Save a reviewed invoice as a template or keep repeat products and services in Inventory. Saved templates retain your reusable prices and text, never the customer, invoice number, dates or send status.

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.

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