Small business invoice template

Everhour separates billable and non-billable work so small teams can turn tracked hours into cleaner invoices.

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

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Everhour — Time Tracking
Time Entries
01:24:00
00:31:00
01:07:00

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

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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.

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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
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Building invoices for small business work

Turn work into a payable bill

A small business invoice should show who sold the product or service, who bought it, the invoice date, a unique invoice number, the line items, the payment terms, the remit-to details, and the amount due. For service work, each line should state the work performed, quantity or time, rate, and extended price.

An invoice is a request for payment. A receipt proves payment received. An estimate gives a pre-work price expectation, and a quote gives a firmer price offer before work begins. Keep those documents separate so clients, bookkeepers, and tax records all show the same transaction stage.

Use complete fields and terms

Private-sector invoices in the United States do not follow one prescribed federal invoice form. For federal tax records, businesses can use any recordkeeping system suited to the business if it clearly shows income and expenses. IRS Publication 583 lists invoices as supporting documents for business transactions and gross receipts, so the template should preserve enough detail to explain each charge later.

Payment terms belong on the invoice, even when the client relationship feels informal. State the due date, accepted payment method, payee name, and mailing or electronic remittance details. For federal contracts, FAR 32.905 defines proper invoice fields in more detail, and FAR 32.904 generally uses a 30-day payment timing standard for most federal contract invoice payments.

Handle tax lines carefully

The United States does not use a national VAT or GST invoice regime. Sales and use tax rules come from states and local jurisdictions, and sellers generally collect and remit tax where applicable. A template should leave room for a sales-tax line, but you should apply the rate only after checking nexus, product or service taxability, and the customer's place of sale.

A flat national tax rate does not exist. Washington, for example, has a 6.5% state sales-tax portion plus a local portion that varies by city or county and is based on where the customer receives the goods or services. Service taxability also varies. California generally taxes retail sales of tangible personal property and only some service or labor charges, while Texas defines 16 broad taxable service categories.

Move beyond one-off invoices

A free template works well when you need a single invoice, a printable record, or a simple PDF for a client. It is enough for a one-time job when the line items, rates, tax treatment, and payment terms are already clear before you start filling the document.

A managed workflow becomes necessary when several people track time, split billable and non-billable work, apply task or member rates, and send repeated invoices from the same projects. Everhour supports project billing status, task-level non-billable controls, custom task rates, member-rate exceptions, and admin reports that separate billable time, non-billable time, billable amount, and cost.

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 fields should a small business invoice include?

A small business invoice should include seller and buyer details, invoice date, invoice number, line items, quantity or time, rate, subtotal, tax line when applicable, total due, payment terms, and remit-to details. Add a contact for invoice questions when the client has a finance team or approval process.

Does the IRS require a specific invoice format for private businesses?

The IRS does not prescribe one private-sector invoice form. Businesses can choose a recordkeeping system that fits the business as long as it clearly shows income and expenses. Invoices serve as supporting documents for gross receipts and transaction records, so complete fields matter even without a federal template rule.

Should a small business invoice show sales tax?

A small business invoice should show sales tax when the seller has a duty to collect it for that sale. The correct treatment depends on state and local rules, nexus, product or service taxability, and where the customer receives the goods or services. The United States has no national VAT or GST invoice rate.

Is an invoice number required for every small business invoice?

A unique invoice number is standard practice and is required in some formal contexts, such as federal procurement rules for proper invoices. Sequential numbering also helps match payments, spot missing invoices, and keep clean records for bookkeeping. The format can be simple, such as a year plus a running number.

Can a small business invoice also work as a receipt?

An invoice should not be treated as a receipt. The invoice requests payment, while the receipt confirms payment received. After a client pays, issue or save a receipt or paid invoice record that shows the payment date and amount so the sales record and cash record stay clear.

How does Everhour separate billable and non-billable work before invoicing?

Everhour lets admins set billing status at the project level, mark specific tasks as non-billable, use custom task rates, and set member-rate exceptions. Reports can show billable time, non-billable time, billable amount, and cost, so invoice totals come from the right work.

Turn tracked work into invoices

Track billable work by project, exclude non-billable tasks, and review billable amounts before sending client invoices. Everhour gives small teams cleaner billing records from tracked time.

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