Invoice template

Consulting Invoice Template

Copy our Consulting Invoice Template and automate your consulting business invoice process with ease.

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Consulting Invoice Template

You can create consulting invoices automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free invoice template in Google Sheets which contains all kinds of different elements including your company logo, unique invoice numbers, payment terms, available online payment methods, and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Docs invoice template, customize your blank invoice template with column tags, attach it to an email, and finally click 'Start automation', and voila!, you’ve automated your invoicing from Google Sheets!

We know how painful and monotonous it can be to copy and paste invoice data into invoice templates, double check all the information is correct, save it as a pdf, and then send the invoice to your customers. That’s why we’ve come to the rescue to help with your consulting business.

With Portant you can connect a Google Sheet to a professional consulting invoice template, click a few buttons, and professional invoices will be magically generated and sent whenever you need to. You can also customize the email and who it's sent from (e.g., accounts@portant.co). It's easy to place your invoicing on autopilot.

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How to automate your consulting invoices

Open Sheet

Select the Sheet you want to create invoices from.

Connect Template

Connect a Google Doc invoice template

Customize

Click 'insert' to place tags in your invoice template

Create

Then generate a invoices from your Google Sheet

'How to automate your consulting invoices with a template'

How it works

Step 1 - Select your Sheet

To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:

Step 2 - Select your invoice template

When you connect your Google Sheet, you can replace our invoice template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with an invoice 😀)

Step 3 - Customise the invoice

Open the document block and add tags into your invoice template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)You can use data grouping to insert multiple rows from your Google Sheet into the same invoice (e.g. if your line items are split on separate rows in your Google Sheet)

Step 4 - Customise the email

Open the email block and customise how you'd like to share your invoice. You can also edit the email invoices are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your Invoices will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.💥Snap💥 You've done it!

Benefits

Eliminate unnecessary manual work

Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.

Make your documents more accurate

Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.

Built into Google Workspace

Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.

What they say about Portant

This product is a gamechanger for all of those painful manual document merges, love what you and the team have built!

Matthew B.

Founder & Leadership at Upflowy

Love this product, have been using it for over a year and the integration to Google Workspace is awesome. I've provided feedback in the past and these features are now in the product so lots of credit for listening to your users!

Duncan I.

Web, Google & WordPress

Portant takes the boring repetition out of my invoicing, plus I’m now creating personalised slideshows for each of my clients, all automatically. Wish I’d had this sooner!

Alec B.

Lead UX Architect

Portant is incredible! With Portant's AI feature, I generated a marketing plan tactic in seconds and totally automated from a Google Form. I can't wait to launch my lead generation campaign using this tool.

Luján D.

Marketer

Portant helps us automate workflows related to many document types - proposals, invoices, contracts, and pitch decks. It saves us time generating the documents and has eSign built in. Portant's customer support are very responsive to any questions or feature suggestions too.

Collis M.

Technology, Software

From a single master database I can create mail merged .pdfs, emails envelopes and multiple forms. Tech support has been absolutely incredible, responsive and personal.

Greg P

Large Nonprofit

This software brilliantly takes over the tedious process of creating and sending invoices, a task that used to consume a considerable chunk of my time. With just a few clicks, I can now generate invoices, dispatch them to clients, and maintain a systematic record in Google Sheets. This not only saves time but massively reduces errors of data entry.

Lukas G.

E-commerce Business Owner

Truly a gamechanger! There are a number of things that I want to do but doing manually would waste a ton of time. Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!

Jordan H.

Adminstrator, Mid-Market (51-1000 emp.)

Frequently asked questions

Yes, you can generate your own invoice for consulting services. Here are some steps and tips to help you create an effective consulting invoice using relevant keywords:

1. Choose a Template:

Consider using a consulting invoice template or consultant invoice template available in formats like Google Docs, Excel, or PDF. These templates provide a structured format to input your details.
Options include a free consulting invoice template, sample invoice for consulting services, or invoice template for consulting services.

2. Include Essential Details:

Make sure to include your business name, address, and contact information.
Add the client's name and contact information.
Use a consulting invoice number for tracking purposes.

3. Service Description:

Clearly describe the services provided. An invoice description for consulting services should detail the type of consulting service, such as IT consulting or HR consultancy, and the period of service.
If applicable, include a sample bill for consulting services to guide the format.

4. Determine Payment Terms:

Clearly state the payment terms, including the due date for the invoice and acceptable payment methods.
Specify any late payment penalties if applicable.

5. List Charges Accurately:

Break down charges for each service or product. This could be an hourly rate if using a freelance consultant invoice template or a flat fee.
For those providing professional services, an invoice format for consultancy services might include consultancy charges and taxes.

6. Customization and Branding:

Customize the template to match your branding, adding your logo if applicable.
Modify a template for consulting invoice or invoice template consultancy services to reflect your business style.

7. Utilize Software or Tools:

Explore using accounting software or online platforms that offer invoice template consulting options.
Tools like template consultant invoice in Google Sheets can streamline the process.

8. Sample and Examples:

Refer to sample consulting invoices or consultant invoice examples to ensure completeness and accuracy.
Review sample of invoice for professional services as a guide to know what to include.

9. Template and Format Options:

Consider different formats such as a consultant invoice template doc for easy editing or sample invoice for consulting services word for a more formal document.
Choose between a simple consulting invoice template or a more detailed consultancy invoice template.

By following these steps, you can effectively create and manage your own consulting invoices, ensuring clarity and professionalism in your billing process.