What to include on a virtual assistant invoice
- The period the invoice covers.
- Hours grouped by type of task.
- Your retainer terms, like whether unused hours roll over.
- Overtime or rush work at a different rate, if you agreed one.
And the basics every invoice needs: a unique number, the issue date, when it is due, your details and the client’s, and how to pay.
A tip for virtual assistants
Clients renew retainers more easily when they can see the breakdown. Track hours per task as you go so the monthly invoice takes minutes.
Questions
What should a virtual assistant invoice include?
Your details and the client’s, an invoice number, the issue and due date, a line for each piece of work, the total, and how to pay. For virtual assistants it also helps to include: the period the invoice covers; hours grouped by type of task; your retainer terms, like whether unused hours roll over; overtime or rush work at a different rate, if you agreed one.
Is this template free?
Yes. Edit it here and download a PDF. There is no account and no watermark, and your details stay in your browser.
Invoice from your tracked time
Sheaf tracks hours per client and project and builds the invoice for you, with a link your client can open. Free during beta.