Invoice software for consultants
Present professional fees the way clients expect to read them: the engagement, the deliverables, days or hours at the rate you agreed, a project reference and payment terms — with continuity from the estimate to the invoice.
| Service | Qty | Rate | Amount |
|---|---|---|---|
Strategy workshopOn-site, 14–15 Oct 2026 · 8 participants · agenda and summary notes | 2 days | 750.00 | 1,500.00 |
Advisory workFollow-up calls and review of the distribution plan · hours as supplied | 4 hours | 150.00 | 600.00 |
Fixed fees, or days and hours at a rate — your choice per line
A consulting invoice often mixes both: a workshop at a day rate, advisory time by the hour, a fixed fee for a written report. Each line takes a quantity, a unit and a rate you type in — 2 days × 750.00, 4 hours × 150.00, or 1 × 1,500.00 — and Hectile multiplies and totals. Nothing is timed, imported or inferred; the document says exactly what you entered.
No timer, timesheet integration or automatic pricing. Quantities and rates are supplied by you.
Scope, deliverables and references, where the client looks for them
Consulting invoices are approved by people who were not in the room. Give them what they need to match the document to the engagement.
Carry the agreed work into a separate invoice draft
The estimate the client approved and the invoice you send should say the same thing. Creating the draft from the estimate makes that automatic; reviewing the draft before finalization keeps you in control.
When the fee arrives, record it against the invoice
Clients pay by bank transfer on their own schedule. When the money lands, record the payment with its date, method and their reference; the invoice moves to Paid, or to Partially Paid if they settle in stages. Hectile keeps the record straight — it does not collect payments or watch your account.
Consulting invoice questions
Yes. A fixed-fee line is quantity 1 at the agreed amount, with a description of what it covers — the engagement, the deliverable, the period. Split a larger engagement into several fixed-fee lines or several invoices (for example per phase) when that matches how you agreed to bill.
Yes. Each line accepts a quantity, a unit label such as days or hours, and a rate; Hectile multiplies them and totals the document. All figures are typed by you. There is no timer, no timesheet import and no automatic rate lookup, so the invoice reflects exactly what you agreed to bill.
Yes. Use the engagement or scope line and a reference field for the client's purchase order or project code, and set payment terms on the document — with your brand's payment instructions printed below the totals. Saved customers can carry default terms so you set them once.
You record the acceptance; the estimate becomes Accepted and nothing else changes. When you are ready to bill, "Create invoice draft" copies the client, currency, lines, quantities and rates into a separate invoice draft. Review the issue date, due date, reference and actual quantities, then finalize to assign the official invoice number. While the invoice is a draft the estimate remains Accepted; when the invoice is finalized the estimate becomes Converted, keeping its own number and history.
Yes — as a normal invoice each period, prepared by you: describe the retainer and the month on the line, set the due date and finalize. On a paid plan you can instead make it a recurring invoice that Hectile creates each week, month, quarter or year, as a Draft to review, issued, or issued and emailed. Payment reminders can follow up around the due date. Hectile never charges a client on its own.
Make your consulting fees clear from the first document.
Present scope, deliverables and supplied rates in an estimate or invoice your customer can understand.