For partners

Free Services Invoice Template

Our services invoice template is designed to streamline your billing process. Easily customize and send invoices to your clients, ensuring timely payments and clear communication. 

The template is perfect for businesses seeking efficiency and professionalism.

Used by 156 people

Rated 4.5

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Our templates come with a pre-built layout. Follow the steps to use the template.

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How to use the template?

Our templates come with a pre-built layout. Follow the steps to use the template.

Download Template
Fill in Invoice Details
Calculate Subtotal and Tax
Enter Client Information
List Services Provided
Review and Send

Frequently asked questions

How do I create an invoice for professional services?

Creating an invoice for professional services involves a structured approach to ensure clarity and professionalism. Begin by including your business name, contact details, and the client’s information at the top of the invoice. Clearly state the invoice number, issue date, and payment due date. 

Include complete details of all the services offered, including the quantity, rate, and total cost for each service. Include applicable taxes and any discounts, then calculate the total amount due. Conclude with payment instructions, preferred payment methods, and your terms and conditions. 

However, this process can be time-consuming, its better download our services invoice templates for free and get started right away.

Is there a template for invoices?

Yes, there are several templates available on Zomentum for invoices for companies and professionals. These templates help businesses streamline their billing processes by providing a clear and professional format.

You can find free invoice templates in various formats such as Excel, Word, and PDF from platforms like Canva, Microsoft, and Wave. Our templates are customizable to suit different business needs.

What are the benefits of using our service invoice template?

Using our customizable invoice template offers numerous benefits for businesses. At Zomentum, we streamline the entire process from proposal to payment, ensuring efficiency and professionalism. With Zomentum, you can create detailed proposals, generate invoices, and collect signatures, all on the same platform. 

This seamless integration reduces administrative workload and eliminates errors. Additionally, the Zomentum payment system allows for upfront and recurring payments, automates reminders, and ensures timely collections.

By using our service invoice template, you can enhance your billing process, maintain clear communication with clients in a simple way, and focus on growing your business.

What are the 5 Types of Invoices for Small Businesses?

There are several types of invoices that small businesses can use to streamline their billing processes. Here are the five most popular options:

  • Standard Invoice: This is the most common type of invoice used for regular billing. It includes details such as the company name, client name, invoice number, and the amount owed.
  • Proforma Invoice: An estimated invoice sent before the delivery of goods or services. It outlines the expected costs and terms, allowing the client to approve before proceeding.
  • Credit Invoice: This invoice is issued when a refund or discount is provided to the client. It shows a negative amount when adjusting the total owed.
  • Debit Invoice: Issued when additional charges need to be added to a previously sent invoice. It increases the total amount owed by the client.
  • Commercial Invoice: Used for international trade, this invoice includes details necessary for customs, such as shipment quantity, weight, and value.

At Zomentum, we offer a range of invoice templates for small businesses, ensuring efficient billing and timely payments.

What are some common mistakes to avoid when creating or using a services invoice template?

When creating or using a services invoice template, it is important to avoid common mistakes to ensure accuracy and professionalism. Here are some key mistakes to avoid:

  • Missing or Incorrect Information: Ensure all necessary details, such as invoice number, dates, client information, and service descriptions, are accurate and complete.
  • Unclear Payment Terms: Clearly define payment terms to avoid confusion and disputes. Use simple language to specify due dates and any late fees.
  • Not Setting Payment Reminders: Send regular reminders to clients to ensure timely payments. This helps avoid delays and keeps the payment process on track.
  • Lack of Backup: Always back up your invoices to avoid losing important data. Use cloud storage or external drives for safekeeping1.

Not Customizing the Template: Personalize the template with your business logo and details to maintain a professional appearance.

How can a services invoice template help streamline the invoicing process for freelancers and consultants?

A services invoice template can significantly streamline the invoicing process for freelancers and consultants by providing a standardized and professional format for billing clients. It ensures that all necessary details, such as service descriptions, hours worked, rates, and total amounts, are clearly documented, reducing the risk of errors and misunderstandings. 

By using a template, freelancers and consultants can save time on creating invoices from scratch, allowing them to focus more on their core work. Additionally, a well-designed template enhances the professional appearance of the invoice, driving trust and credibility with clients.

How can Zomentum help me manage my consultancy business?

Zomentum can help you manage your consultancy business by providing an all-in-one proposal-to-payments software solution

With Zomentum, you can create attractive proposals, share them with your clients and get them signed all within minutes. You can also track eSign approvals, auto-generate invoices, and set payment reminders, ensuring timely collections and reducing billing errors. 

Our platform offers over 100+ templates and 50+ integrations with CRM, API, and Zapier, allowing you to customize and automate your sales workflows. With Zomentum by your side, you can drive sustainable revenue growth for your business.

Invest your time in building client relationships,
not crafting sales proposals.

70%

reduce time to deal by

3min

build quotes in

6X

boost deal size by

85%

Average Win Rate on Proposals

3mins

Build Quotes with our AI Module

34%

Jump in Conversion Rate

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The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

The document template makes our sales proposals a more modern experience with embedded videos and multi-stakeholder digital signatures with a customizable sales pipeline system. Zomentum replaces multiple products with a single, fully integrated solution that solves many of the challenges we encountered with other platforms.

Robert Picard
VP & COO, Demand ITS Inc

Zomentum has truly transformed our proposal process, making it more efficient and professional. With its revenue automation features, we've experienced a remarkable increase in productivity, saving us valuable time. The AI Writer is a game-changer, allowing us to create personalized and high-quality content for each proposal quickly. It has significantly improved our lead conversion rate, enabling us to focus on the next opportunity.

Jason Kemley
Director – Uptime Solutions

Zomentum has helped us in tracking quotes from customers without having to send PDF attachments in our e-mails and manually sign them. The support team is very receptive and always takes our suggestions in order to make it a better tool. I hope they continue improving it with more and more integrations to reduce manual entries as much as possible.

Santiago Susbielles
Finance Controller - CIO Landing

From quotations to opportunities, Zomentum helps us streamline the complete sales process, everything within a single, easily accessible dashboard. It also helps us to track the total number of proposals, leverage automation to send reminders to customers who haven't signed, and receive weekly updates on opened proposals. And on top of this, it integrates well with Connectwise flawlessly.

Michael Morgan
Managing Director – Morgan and Morgan

Initially, we used it to overcome Microsoft's NCE hurdles with digital signage agreements. But then we discovered its versatility. Now, we rely on Zomentum to effortlessly build proposals, create business cases, and attach quotes directly to the proposal. The platform enables us to track project progress and provide real-time feedback to our customers. It's streamlined our entire process, from proposal to billing. And it also integrates seamlessly with Autotask - our PSA and allows us to pull products and services from our inventory effortlessly.

Daniel Shone
Managing Director – Apex Computing Services

With the AI Proposal Writer, we save 1 hour every day, allowing us to focus on other important tasks. The Template Library has been a lifesaver, enabling us to swiftly create quotes across various products. Zomentum's standardization of our proposals ensures consistent messaging for all clients, resulting in improved quote-to-closure rates.

Perry Ashby
CEO – Urban Network

Free Services Invoice Template

Our services invoice template is designed to streamline your billing process. Easily customize and send invoices to your clients, ensuring timely payments and clear communication. 

The template is perfect for businesses seeking efficiency and professionalism.

How to use the template?

Download Template
Enter Client Information
Fill in Invoice Details
List Services Provided
Calculate Subtotal and Tax
Review and Send
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Turn around proposals in a day than weeks or months.

Turn around proposals in a day than weeks or months.

Use the drag and drop interface, insert videos, and personalize your pitch.
Edit documents anywhere, any time, and on any device.
Save and reuse snippets to quickly build new documents.
Leverage Etilize content catalogue in quotes with predefined pricing and descriptions.
Manage objections in real-time and address customer concerns quickly.
Set up a timer on approvals and get legally binding e-signatures.

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Power Partner Success with Zomentum For Vendors

Turn around proposals in a day than weeks or months.

Integrate into the one-stop, single-login portal your partners want.
Become your partner’s favorite vendor, providing all the tools they need to close more sales.
Engage partners to bring in more revenue by assisting on deals and offering proactive support.
Upload essential sales collateral and product training materials that partners can share with their clients.
See partner revenue-generating activities and gain visibility into their sales pipelines.
Re-engage inactive partners by sharing opportunities and guiding them to close more end-client sales.

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