Bookkeepers bill recurring services, cleanup work, and advisory hours. Everhour turns tracked time and expenses into invoices.
Fill in your details, add line items, hit Print when ready.
| Description | Qty | Rate | Tax | Amount |
|---|
The calculator gives you the number — Everhour takes it from there.
One click and you're timing. Start a timer, add an entry, edit the details. This is exactly how it feels in Everhour.
Set a budget, assign rates, and get alerted before you're over.
Measurement
Track your budget through time or costs
Every report you need — configured your way, always up to date.
Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.
A bookkeeper invoice turns recurring accounting work into a clear payment request. It commonly covers monthly categorization, bank reconciliation, closing the books, trial balance preparation, and financial reports such as profit and loss and balance sheet reports. The invoice should match the engagement scope, so a client can see whether the charge is for ongoing monthly service, one-time cleanup, setup, or hourly advisory work.
Use separate lines for different work types. A cleanup phase can include chart-of-accounts setup, bank connections, and correction of existing records. Monthly bookkeeping can appear as a fixed recurring service. Advisory or catch-up work can use billable hours when the engagement prices that work by time. This structure keeps scope questions out of the payment process.
A service invoice conventionally includes the bookkeeper's business information, client information, invoice number, invoice date, service descriptions, quantities or units, rates, total amount owed, applicable tax, and payment terms. Payment terms should state the due date. If the engagement includes overdue penalties, the invoice should disclose the late-fee policy instead of leaving it in a separate email.
A simple example line is: Monthly bookkeeping, March 2026, transaction categorization, two bank reconciliations, month-end close, P&L and balance sheet delivery, fixed fee $650. For hourly support, use a line such as: Advisory review, 3.5 hours at $95 per hour. Clear service language helps the client connect the invoice to the work already approved.
Bookkeeping invoices should not blur services that are outside the engagement. Professional-service engagement terms are conventionally documented in writing, including scope, exclusions, fees, timetable, and termination rights. If tax preparation or filing is outside the bookkeeping service, say that in the engagement and avoid placing tax-prep language on a bookkeeping invoice.
United States private-sector invoices do not follow one prescribed federal invoice form. For federal tax records, invoices serve as supporting documents that help show income and expenses. Sales and use tax treatment depends on state and local rules, nexus, service taxability, and place of sale. The United States does not use a national VAT or GST invoice regime, so use state-level sales-tax registration details only where required.
A one-off invoice template is enough for a small fixed-fee job, a single cleanup invoice, or a recurring monthly charge that rarely changes. It works when the bookkeeper already has approved scope, known fees, a clear due date, and no need to reconcile hours across multiple clients, staff, or projects.
A managed workflow becomes useful when tracked billable time and expenses need to feed the invoice. Everhour Billing & Invoicing converts uninvoiced time and expenses into client invoices, calculates amounts from rates while excluding non-billable tasks, supports client defaults such as taxes, discounts, and payment terms, and exports invoices to QuickBooks Online, Xero, or FreshBooks.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
High Performer
G2
Summer 2026
Best Ease Of Use
Capterra
Summer 2026
Rated in the top time trackers across G2, Capterra, and TrustRadius — with consistent praise for ease of use, integrations, and support.
A bookkeeper invoice should include the bookkeeper's business information, client information, invoice number, invoice date, service descriptions, units or hours, rates, total amount owed, applicable tax, due date, and payment terms. Add a late-fee line only when overdue penalties are part of the agreement.
Monthly bookkeeping commonly appears as a recurring fixed-fee service line tied to a billing period. The description should name the deliverables, such as categorization, reconciliation, month-end close, trial balance, profit and loss report, and balance sheet report. This gives the client enough detail without turning the invoice into a workpaper.
Cleanup or setup work should usually appear separately because it covers a different phase of the engagement. That line can reference chart-of-accounts setup, bank connections, and cleanup of existing records. Ongoing bookkeeping can then use a separate monthly line, which makes repeat billing easier to review.
A bookkeeper invoice can include billable hours when the engagement prices advisory, catch-up, or support work by time. The line should show the service, period, number of hours, hourly rate, and amount. Fixed-fee monthly work should stay separate from hourly work so the client can read the invoice quickly.
United States bookkeeping invoices do not use a national VAT or GST registration number because the United States does not have a national VAT or GST invoice regime. Sellers that make taxable sales may need state-level sales-tax registration where required, and service taxability varies by state and service type.
Everhour Billing & Invoicing converts tracked billable time and expenses into invoices, calculates invoice amounts from rates, and excludes non-billable tasks. Client settings can hold taxes, discounts, and payment terms, and invoices can export to QuickBooks Online, Xero, or FreshBooks with status sync back to Everhour.
Everhour reports can show billable time, non-billable time, billable amount, and cost by member, task, project, or client. A bookkeeper can review uninvoiced work before billing and keep financial columns restricted to admin roles.
Track approved billable time by client and project, then generate invoices with rates, expenses, terms, and accounting exports in Everhour Billing & Invoicing.
14-day free trial · No credit card · Cancel anytime
