01 · INVOICE OVERDUE
Operations advisory retainer
InvoiceCONS-2026-07
Remaining balance$3,885.04
Independent business consulting
Consulting invoice template
A monthly retainer invoice with overage hours and agreed expenses, written for a business accounts team.
Fictional example. Replace every name, amount, and term with your own before sending.
Include on a independent business consulting invoice
- The service period, such as a month or a date range
- The agreement or statement of work you are billing against
- A purchase order number, if the client issued one
- Overage hours separate from the retainer
- Expenses only if the agreement allows them
- The name of the person in accounts payable
Fictional example
InvoiceOperations advisory retainer
FromHarlow Advisory
Bill toTamsin & Vale Logistics
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly advisory retainer, July 2026 | 1 | $3,000.00 | $3,000.00 |
| Workshop facilitation beyond retainer (hours) | 4.5 | $180.00 | $810.00 |
| Mileage to on-site workshop, round trip (miles, agreed rate) | 112 | $0.67 | $75.04 |
Balance due$3,885.04
NotesRetainer for July 2026 per consulting agreement dated Feb 2, 2026. Overage hours logged July 9, 16, and 23; time detail attached on request. Please reference the invoice number with payment.
A look at QuickDollar follow-up
A reminder that starts by checking with you.
Here’s an example of the overdue-invoice check and client text preview. It’s a demonstration—not a real conversation or delivery.
02 · YOU CONFIRM FIRST
Has payment arrived for invoice CONS-2026-07?
Example response
No — still unpaid
03 · CLIENT TEXT PREVIEW
QUICKDOLLAR · SMS EXAMPLE
A friendly reminder from Harlow Advisory: invoice CONS-2026-07 for $3,885.04 is past due. Please check your invoice for payment details. If you’ve already paid, thank you!
Sending reminders requires membership. A client text follows your explicit “still unpaid” confirmation; silence does not trigger one.
Write for accounts payable
The person approving your invoice may never have met you. A service period, agreement date, and PO number let them match it without emailing you back.
Separate retainer from overage
A fixed retainer line and a separate hourly overage line make the base fee predictable and the extra work easy to approve.
Bill expenses at the rate you agreed
Mileage and travel should follow whatever your agreement specifies. The rate in this example is illustrative only; use your own agreed rate.
Expect longer terms
Larger companies often pay on Net 30 regardless of what you ask. Send on time, use a consistent numbering scheme, and follow up close to the due date rather than after it.
This page is general information about invoice layout, not tax or legal advice. Ask a qualified professional about tax, licensing, or contract questions for your area.
What is free, and what is paid
Free, no account
- Build an invoice in your browser
- Download a PDF to send yourself
- Start from any template on this page
Membership
$1 for a 7-day trial, then $9.99/month
- Save invoices and clients
- Send invoices from QuickDollar
- Payment reminders
You do not need a membership to use any template here. See how to send an invoice if you are emailing the PDF yourself.