Fee proposals and invoices for consultants

Send fee proposals for advisory, accounting, legal or HR work with clear scope and milestones, and invoice professional fees with the correct SAC code.

What the consulting & professional quotation template includes

This is the real starting point the app gives you – edit anything, add prices from your saved services and save it as your own.

Subject
Fee proposal for professional services
ItemQty
Initial assessment
Review of documents and current position
1
Professional fees – monthly
Ongoing advisory and compliance support
12

Payment schedule

  • On signing the engagement50%
  • On completion50%

Invoice24 raises one invoice per stage as your client pays.

Options switched on for this business

  • βœ“Payment schedule – Payment stages with amounts, and an invoice for each stage

Ready-made terms and conditions

  1. Fees are payable within 15 days of the invoice.
  2. Work outside the agreed scope is billed separately at our standard hourly rates.
  3. The client is responsible for the accuracy of the information provided.
  4. Either party may end the engagement with 30 days' written notice; fees for work done till then are payable.
  5. This proposal is valid for 30 days.

Why chartered accountants, lawyers, HR and management consultants use Invoice24

  • βœ“Client approval links on WhatsApp and email
  • βœ“GST invoices with CGST/SGST or IGST picked automatically
  • βœ“Quotation β†’ proforma β†’ invoice in one click
  • βœ“14 document designs and 8 letterheads with your logo
  • βœ“Works offline, on phone and desktop
  • βœ“Data stays in your browser and your own Google Drive

Frequently asked questions

Is there a quotation format for consulting & professional?

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Yes. Invoice24's consulting & professional template starts with typical scope lines, a payment schedule and 5 numbered terms that you can edit and save as your own.

Can my client approve the quotation online?

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Yes. Send an approval link on WhatsApp or email; the client opens it on their phone, ticks optional items and accepts with one tap.

Does it create GST invoices from the quotation?

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Yes. Convert an accepted quotation into a proforma or GST tax invoice in one click – CGST + SGST or IGST is picked from the client's state.

Is Invoice24 free?

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Yes. Invoice24 is free with every feature – no limits on invoices or clients and no credit card.

Send your next consulting & professional quotation with Invoice24

GST invoices, quotations with client approval and branded letterheads – private, offline-ready and free.

Templates for other industries