The full template
Every line, price, and note is yours to change when you use the template in Clientary, and your client's details fill in from their record.
In the editor, the totals add up as you type. Once you send it, your client pays online by card or bank transfer. Edit this template online
Monthly Accounting, Growth Package
Your Growth package for this month, billed in advance, plus the additional work you approved last month: registering for sales tax in a new state and preparing a loan package for your bank.
| Monthly package | |
|---|---|
| Bookkeeping and reconciliations | $1,100.00 |
| Monthly close and financial statements | $400.00 |
| Payroll and sales tax filing coordination | $300.00 |
| Monthly advisory call | $150.00 |
| Additional work (approved) | |
| Sales tax registration in a new state, staff (hours) (2.5) | $375.00 |
| Bank loan package, senior accountant (hours) (2) | $450.00 |
| Total | $2,775.00 |
Notes
Payment is due within 10 days. You can pay online by card or bank transfer from this invoice.
Your financial statements for last month will follow by business day 10. Work outside your package is billed only with your approval first.
How to use this template in Clientary
- Edit it online. Change any line item, price, or note, or add your own. No account needed.
- Preview it as your client will see it. Fill in who it's for and pick a design.
- Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your invoice is waiting in your new account with your client's details filled in.
- Send it to be paid. Your client pays online, and you can see when it's viewed and paid.
Learn more about invoicing in Clientary.
