For consultants
Invoice software for consultants
Bill retainers, day rates and fixed engagements without building a spreadsheet for each client.
Free for 5 invoices a month.
The Openn Group
EIN / Sales tax permit12-3456789
Invoice
OG/2026/0046
- Date
- Oct 5, 2026
- Due
- Oct 20, 2026
Bill to
Brew Street Cafe
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Advisory retainer, October | 1,500.00 | ||
| Strategy workshop, days | 700.00 |
Total$2,200.00
Who it is for
What consultants invoice for.
For management, finance, marketing and HR consultants. You bill a few clients well: a retainer here, a block of days there, and travel on top.
Brew Street Cafe$2,000.00 every month
Aug 1, 2026PaidSep 1, 2026PaidOct 1, 2026DueMonthly retainers
On Pro, a recurring invoice is made on the same date each month with the same lines, ready for you to send. Change it once when the fee changes.
Estimate QT/2026/0014Invoice OG/2026/0046
Waiting for replyAcceptedDraftBrew Street Cafe
$2,000.00
Fixed-fee engagements
Send the proposal figures as a quote, turn it into an invoice on approval, and take it in two or three part payments.
Day rates
Enter the days as the quantity and your day rate as the price. The tax and the total are worked out for you.
Travel and other costs you pass on
Add them as separate lines so the client sees your fee and the costs apart.
Clients in other countries
Pick the client’s country and currency on the invoice. The tax treatment for a customer abroad is set for you, and you check it before you send.
The tax, currency and invoice title follow your country. See your country
Getting paid
How consultants get paid.
Please find invoice OG/2026/0046 for $2,200.00 from The Openn Group, due on Oct 20, 2026.
invoice.theopenngroup.com/i/7kq2
- Sent by youEmail
- Not viewed yetViewed
Send it yourself
Share the invoice from your own email or any app on your phone. The track turns to Viewed when your customer opens it.
To pay
$2,200.00
How to pay
- Account number
- 000123456789
- Routing no.
- 021000021
Your customer sees how to pay
Each customer gets a page with what they owe and your account number and Routing number, as they are on the invoice.
OG/2026/0046Brew Street Cafe
DuePaid+$2,200.00
10/05/2026 · BREW STREET CAFE/OG-2026-0046
Matched from your bank statement
Match it from your statement
On Pro, upload your bank statement. Dates written like 10/05/2026 are read correctly, and you match each payment in one click.
FAQ
Questions from consultants.
Can I invoice a client in their own currency?
Yes. Currency is chosen per invoice, and a new invoice starts in your customer’s currency.
My client pays in instalments. How do I track that?
Record each payment against the invoice as it lands. The invoice stays open and shows the balance until it is paid in full.
How do I know when a retainer has been paid?
Record it yourself, or on Pro upload your bank statement and accept the matches we suggest by invoice number, amount and payer name.
Does it track my hours?
No. It is invoicing. Keep time where you keep it now and enter the hours or days as the quantity.
Have another question? Contact us
Other work
Not quite your line of work?
- DesignersQuote a project, bill it in stages and see which milestone is still unpaid.
- AgenciesRetainers, project fees and media costs for every client, with one view of who has not paid.
- FreelancersMake a proper invoice in a minute, send it on WhatsApp or email, and know when to nudge.
- DevelopersBill sprints, milestones and support retainers, in your client’s currency.
- PhotographersTake a booking deposit, bill the balance after the shoot and keep prints and albums on the same invoice.
- ArchitectsBill each design stage against the agreed fee and keep site visits and consultants apart.
- RecruitersInvoice placement fees, retained searches and contractor hours, and follow up the day a fee falls due.
- ContractorsEstimate the job, take a deposit for materials and bill the rest as the work moves.
- CoachesBill sessions, packages and monthly programmes, and see who has paid before the next session.
- Video studiosQuote a production, take an advance before the shoot and bill crew, kit and edit days line by line.
- IT companiesBill support contracts, projects and licences on time every month, across a team.
Send your next invoice with us.
Free for 5 invoices a month.