Bookkeeper invoice template
Bookkeepers bill a monthly retainer plus cleanup and catch-up work. This bookkeeper invoice template separates the recurring retainer, the one-off cleanup, and any software you pass through.
What to put on a bookkeeper invoice
- Monthly retainer — scope and period
- Catch-up or cleanup work
- Payroll or tax prep, if billed
- Software pass-through
- Payment terms and due date
Common questions
What should a bookkeeper invoice include?
The monthly retainer with its scope and period, any one-off cleanup or catch-up work, and any software you pass through, each on its own line.
How do bookkeepers bill?
Most use a monthly retainer for recurring work and bill cleanup or catch-up work separately. State the retainer period so the client knows what it covers.
Do bookkeepers pass through software costs?
If you pay for the client's accounting software, list it at cost on its own line rather than burying it in the retainer.
Use the free bookkeeper invoice template
Opens InvoiceForge with this template pre-filled — bookkeeper-appropriate line items you can edit. Your data stays in the browser; print or save as PDF in a minute. No account, no download.