Free Accounting Invoice Template

Handles fixed-fee compliance work and hourly advisory on one invoice, with engagement and period references. Print it, fill it in by hand, or save it as a PDF — no sign-up required.

Create Invoices Free Instead

What to Include on a Accounting Invoice

Every invoice needs the same commercial basics. What separates a accounting invoice is the job detail that proves what was done — the part generic templates leave out.

Standard invoice details

  • Your business name, address, phone, and email
  • The client's name, billing address, and contact
  • A unique invoice number and the invoice date
  • Payment due date and payment terms
  • Itemized description, quantity, unit, and rate per line
  • Subtotal, tax, any discount or deposit, and the balance due

Accounting-specific detail

  • Tax Year
  • Filing Status
  • Return Type
  • State Filed
  • Extension Filed

In ServiceInvoicing these become a reusable schema, so they appear on every new invoice automatically.

The Accounting Invoice Template

A blank, print-ready form with the accounting job fields already laid out. Use your browser's print dialog and choose "Save as PDF" to keep a digital copy.

Filling this in for the same customers every month? Create a free account and your client details, business info, and accounting job fields save automatically for next time.

Accounting Invoice Example

Here is the same template filled in for a typical accounting job, so you can see how the line items and job fields work together.

Clarke & Reid Accounting
billing@clarkereidcpa.com
(404) 553-7710
INVOICE
Example
Bill To
Blue Horizon Restaurants LLC
Marcus Okafor, CFO
1480 Peachtree Industrial Blvd, Atlanta, GA 30318
DescriptionQtyUnitRateTotal
Monthly Bookkeeping Services1mo$650.00$650.00
Payroll Processing1mo$285.00$285.00
Quarterly Tax Filing1ea$450.00$450.00
Financial Statement Preparation1ea$375.00$375.00
Subtotal$1760.00
Tax (0%)$0.00
Total$1760.00
Engagement Details
Tax Year
2024
Filing Status
Married Filing Jointly
Return Type
1120S (S-Corp)
State Filed
Georgia
Extension Filed
No
Free Account

Stop Rewriting the Same Details on Every Accounting Invoice

A printed template is fine for a one-off. But if you are invoicing the same customers month after month, you end up copying the same business details, the same addresses, and the same accounting job fields by hand every time — with no record of who has paid. A free ServiceInvoicing account saves all of it once and remembers it for you.

With the printed template

  • Rewrite your business details on every single invoice
  • Retype the client's name, address, and phone every time
  • Keep a paper copy filed somewhere, or lose the record
  • Add up line items, tax, and the balance by hand
  • Flip through a folder to find out who has not paid

With a free account

  • Your business details, logo, and default tax rate save once
  • Clients save to an address book — pick them from a list next time
  • Every invoice is stored and downloadable as a PDF whenever you need it
  • Subtotal, tax, discounts, and deposits calculate as you type
  • Mark invoices Draft, Pending, Paid, or Overdue and filter by client or status to see what you are owed
Create Your Free Account

How it works

  1. 1

    Create a free account

    Sign in with your email or a Google account. No credit card, and the free plan includes unlimited invoices.

  2. 2

    Add your clients once

    Save each client's business name, contact, address, phone, and email. On every future invoice you pick them from a list instead of writing it out again.

  3. 3

    Save your accounting fields as a schema

    The 5 job fields on this template — tax year, filing status, return type and the rest — become a reusable schema. Set it as your default and every new invoice opens with them ready to fill in.

  4. 4

    Come back any time

    Your clients, schemas, and full invoice history are waiting when you next sign in. Finish a saved draft, filter past invoices by client or status, or pull a revenue report at tax time.

As your accounting business grows

Paid plans add employee access so your crew can invoice under your account, a client portal where customers sign in to view invoices and sign contracts, time entries for hourly work, and reports you can export to CSV for your bookkeeper. Plans run from $9 to $39 a month, and you can start on the free plan and upgrade whenever you outgrow it.

Get started free →Compare plansSee it built for accountants

Accounting Invoice Template FAQ

What should a accounting invoice include?

Beyond the standard details — your business information, the client's details, a unique invoice number, dates, itemized lines, and the balance due — a accounting invoice should carry the job detail your customers and any inspector or adjuster expect: tax year, filing status, return type, state filed, extension filed. Recording those on the invoice itself keeps the paperwork with the job.

Is this accounting invoice template really free?

Yes. Print the blank template or save it as a PDF from your browser with no sign-up. If you would rather stop filling forms in by hand, ServiceInvoicing's free plan covers 2 active clients and unlimited invoices with no credit card required.

How do I turn this into an invoice I can send?

Print the blank form and complete it by hand, or create a free account and build the same invoice on screen. In the app you can save the accounting job fields as a reusable schema, so every new invoice starts with 5 trade-specific fields already in place.

Should I charge tax on a accounting invoice?

That depends on your state or locality and on whether you are billing labor, materials, or both — rules differ widely, so check with your accountant or your state's revenue department. The template leaves tax as its own line so you can apply whatever rate applies to you.

Can I save my client details instead of rewriting them every time?

Not on the printed form, but that is exactly what a free account does. Each client's business name, contact, address, phone, and email save to an address book, and you select them from a list on any future invoice. Your own business details, logo, default tax rate, and accounting job fields save once in settings too.

Can I start an invoice now and finish it later?

Yes, with an account. Save an invoice as a draft and it waits for you until you sign back in — useful when you are pricing a job on site and want to finish the paperwork at the end of the day. Your whole invoice history stays available too, filterable by client or by status, so you can look up what you charged a customer last time before quoting the next job.

Other invoice templates

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Looking for software rather than a form? See how ServiceInvoicing works for accountants

Stop Filling In Forms by Hand

Build the same accounting invoice on screen, save your job fields once, and keep every invoice, client, and payment status in one place. Free to start, no credit card required.

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