Accountant & bookkeeper invoice template
Accounting invoices get paid when the period, scope and filing deadlines are obvious — not when the PDF just says "professional services".
Fields that belong on an accountant invoice
- Period covered: "Books for September 2026" or "FY2025 corporate return".
- Entity billed: legal company name matching the engagement letter.
- Engagement type: monthly retainer, catch-up package, one-off filing, advisory hours.
- Deliverables: management accounts, VAT/GST return filed, payroll run count — concrete nouns.
- How to pay: firm IBAN / Wise / local transfer details.
Line-item patterns
| Engagement | Example lines | Tip |
|---|---|---|
| Monthly bookkeeping | September bookkeeping retainer · bank rec · VAT draft | Invoice the same day each month; duplicate last invoice in the app. |
| Catch-up | Jan–Jun catch-up (6 months) · cleanup journal entries | Price per month of backlog so the client can audit the fee. |
| Tax filing | Corporate return prep · filing fee pass-through | Separate government fees from your professional fee. |
| Advisory | 4 hours CFO advisory @ rate · meeting summary | Cap included hours; extra hours as their own line. |
Retainers, deposits and late books
- Retainer: bill in advance for the month you will close. Note what happens if the client delivers bank exports late.
- Deposit on catch-up: see deposit invoices — common before you open six months of chaos.
- Out-of-scope: forensic cleanup, payroll setup, migration from another tool — separate invoices beat silent scope creep.
Compliance note (not advice)
Kitebill prints the fields you type. It is not a tax-authority e-invoicing system and does not file returns for you. Put TRN/VAT/NTN fields when your jurisdiction requires them; check local rules.
Make one now
- Open the free generator.
- Set period, lines, tax %, payment instructions.
- For recurring clients, use the app and duplicate monthly.
Free: 3 clients / 10 invoices. Pro US$29 once for unlimited, expenses, CSV export, logo. Not a practice-management suite.
Questions
Can I put government filing fees on the invoice?
Yes as a pass-through line. Say whether tax applies to your fee only or also to the fee.
Does Kitebill do recurring invoices automatically?
No. Duplicate last month's invoice in one click; sending stays manual.
Do I need Pro?
No for a few clients. Pro helps when you outgrow free limits or want expenses and CSV export.