Invoicing software for consultants

Consulting invoices need fee-basis detail and clean client terms. Everhour turns tracked billable work into invoice-ready records.

Build your invoice

Fill in your details, add line items, hit Print when ready.

Invoice #
Date
Due date
From
To
DescriptionQtyRateTaxAmount
Subtotal
Tax
Total$ 0.00

Everhour does it all — track, budget, report & invoice

The calculator gives you the number — Everhour takes it from there.

Go ahead — start tracking!

One click and you're timing. Start a timer, add an entry, edit the details. This is exactly how it feels in Everhour.

  • One-click timer — browser, desktop & mobile
  • Works inside Asana, ClickUp, Linear, GitHub & more
  • Simple setup, no learning curve
Works with your favorite tool:
Everhour — Time Tracking
Time Entries
01:24:00
00:31:00
01:07:00

No more budget surprises

Set a budget, assign rates, and get alerted before you're over.

  • Real-time cost tracking
  • Set different rates per person or project
  • Alerts before you hit the budget limit
Everhour — Budgeting
Acme Web Project
1
50% of budget used
$2,500.00of $5,000.00
$2,500.00 remaining
75%
Actual costRemaining cost

Measurement

Track your budget through time or costs

Simple, customizable reports

Every report you need — configured your way, always up to date.

  • See who does what in real time
  • Configure any report
  • Scheduled email reports
Everhour — Reports

Your invoice is ready!

Tracked hours flow straight into a polished invoice — no copy-paste, no manual math.

  • Billable hours straight into the invoice
  • Configure invoice templates
  • Copy invoices to QuickBooks or Xero
  • Invoicing dashboard with status
Everhour — Invoices
Your Company LLChello@yourcompany.com
INVOICE
Invoice #1042
Group by:
DescriptionHoursRateAmount
Website Redesign14h$150/h$2,100.00
Brand Guidelines7h$150/h$1,050.00
Marketing Strategy3.5h$150/h$525.00
Total Due$3,675.00
Try Everhour for real yourself

Consultant billing basics

Build the invoice clients expect

Consultants usually invoice against a proposal, statement of work, or engagement agreement. The invoice should match that agreement instead of adding new billing terms after delivery. Use the same fee basis the client approved: hourly, fixed project, milestone, retainer, or value-based. Add the service period, deliverable, project name, invoice date, invoice number, client details, and payment terms so the payer can connect the bill to the approved work.

For a strategy consultant billing an implementation phase, a line item can read: "Phase 2 operating model workshop, fixed fee, $4,500." An hourly advisory invoice can show "Market research and stakeholder interviews, 12 hours at $175 per hour." Retainer invoices should name the covered period and services, such as "June 2026 advisory retainer, up to 10 hours of executive support."

Choose the right billing model

The billing model controls the invoice structure. Hourly work needs time entries, rates, billable status, and a clear service description. Fixed project work needs the agreed project amount and scope reference. Milestone or progress billing needs the completed phase, percentage, or deliverable. Retainer billing needs the covered period, included work, and any overage rule from the engagement terms.

Client-specific expenses need their own lines when the agreement authorizes reimbursement. Travel, software, materials, subcontractor work, and other pass-through costs should stay separate from professional fees. That separation helps the client review the charge and keeps the invoice from hiding expense treatment inside a consulting fee. Sales tax belongs on the invoice only when the state and local rules, client location, and service type require it.

Avoid terms that slow approval

Payment delays often come from mismatched terms, vague service descriptions, or missing references. A client that approved a milestone fee should receive a milestone invoice, not an hourly reconstruction. A procurement team that issued a purchase order needs that PO or contract number on the invoice. A finance team reviewing expenses needs receipts or expense descriptions that match the reimbursement clause.

Late fees need the same discipline. There is no universal late-fee rate for consultants. Any interest, finance charge, or late-payment fee should appear in the engagement agreement or invoice terms as part of the agreed basis for professional charges. Common consultant payment terms include due on receipt, Net 15, and Net 30. U.S. federal contracts generally use a 30-day payment timing standard for a proper invoice unless another due date applies.

Move beyond one-off invoicing

A single invoice tool works for a consultant who needs one clean bill for one client or project. It is enough when the fee is fixed, expenses are simple, and the client does not require time detail, approval trails, or accounting export. It also works for a quick retainer invoice when the period, covered services, and amount are already agreed.

A managed workflow matters when tracked billable time, expenses, rates, and client terms need to feed the invoice without manual rebuilding. Everhour Billing & Invoicing converts uninvoiced billable time and expenses into invoices, calculates amounts from rates while excluding non-billable tasks, supports client defaults and invoice customization, and exports invoices to QuickBooks Online, Xero, or FreshBooks with status synced back to Everhour.

This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.

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Frequently Asked Questions

Which invoice fields should consultants include?

A consultant invoice should include the consultant and client details, invoice date, invoice number, service period, project or contract reference, description of services, quantity or hours when relevant, unit price, total, reimbursable expenses, tax line when applicable, payment terms, and remittance details. Federal private-sector invoices do not follow one prescribed national form, but these fields support review and recordkeeping.

Should a consulting invoice show hours or deliverables?

The engagement agreement decides the format. Hourly consulting invoices should show hours, rates, and service descriptions. Fixed-fee invoices should show the agreed deliverable or project phase and the approved amount. Retainer invoices should show the retainer period, covered services, and any balance or overage arrangement stated in the engagement terms.

Can consultants add expenses to an invoice?

Consultants should add expenses only when the agreement authorizes reimbursement. Travel, software, materials, subcontractor work, and similar client-specific costs should appear separately from professional fees. A separate expense section makes the invoice easier to approve and prevents the client from treating pass-through costs as unexplained service charges.

Does a U.S. consultant invoice need sales tax?

Sales tax is not a federal invoice rule in the United States. State and local law control whether a consulting service is taxable, and the answer depends on the jurisdiction, service type, nexus, and place of sale. An invoice should include, exclude, or label tax according to the applicable state and local rules.

What payment terms work for consultant invoices?

Consultants commonly use due on receipt, Net 15, or Net 30 terms. The best term is the one stated in the engagement agreement, purchase order, or client onboarding paperwork. Late-payment fees should be written into the agreed terms because there is no professionwide consultant late-fee rate.

How does Everhour turn consultant time into invoices?

Everhour Billing & Invoicing lets consultants select uninvoiced billable time and expenses, preview the breakdown, and generate an invoice from rates, time, and billable expenses while excluding non-billable work. Invoices can be customized with client defaults, taxes, discounts, payment terms, and line-item grouping.

Can Everhour send consultant invoices to accounting tools?

Everhour exports invoices to QuickBooks Online, Xero, or FreshBooks as drafts for accounting follow-up. Invoice status, number, issue date, and amount sync back to Everhour, so billing records stay connected to project reports after the accounting tool manages collection.

Turn consulting work into invoices

Track billable consulting time, expenses, rates, and client terms in Everhour, then generate invoices and export them to accounting tools without rebuilding timesheets by hand.

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