Invoice template

Invoice template

Umbrex is committed to helping independent consultants thrive. This resource will help you get started on invoicing your clients.

This resource includes:

  • A simple invoice template in Excel that you can customize for your firm
  • Tips on payment terms to include in your contacts with clients
  • Tips on vendor setup that will help you get paid promptly
  • Recommendations on what to include on your invoice
  • Advice on how to send your invoice and follow up to get a confirmed payment date from your client

Please send me the resource