Hours and hourly rate columns, an engagement reference and room for the terms you agreed. A sober graphite layout that fits client finance departments.
The next number is suggested from the last one you saved or downloaded on this device. You can type any number.
Type the rate your business charges. Taxes are worked out on the amount after the discount; shipping is not taxed.
Group hours by activity (workshop, analysis, report) rather than listing every call. If the client issued a purchase order, put its number in the Engagement / PO field: many finance teams cannot pay an invoice without it.
“Net 30” means payment is due 30 days after the invoice date. Set the due date to match the terms you agreed, so the date on the invoice and the words in the terms say the same thing.
That the full amount is due 30 days after the invoice date. Net 15 and Net 60 work the same way. Write the terms you agreed with the client and set the due date to match.
Yes. Use one line such as “Monthly retainer, October” with quantity 1, then add extra lines for hours beyond the retainer if your agreement allows it.
No. The site never fills in or suggests a rate. You type the name of the tax and the percentage your business uses, and the site does the arithmetic. If you are not sure what to charge or what your invoices must show, ask an accountant or your tax office.
Only in your browser. The document on screen and the drafts you save are kept in this browser’s local storage, and the PDF is drawn on your device. Nothing is uploaded, and you can clear everything from the Drafts panel.