Sample invoice

If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example.

By Staff | September 1, 2013 | Last updated on September 1, 2013

1 min read

If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example.

Fees for professional services rendered:
Meeting on April 4, 2013 to discuss retirement planning matters	$X
Review of investment portfolio statements, telephone and email communications on May 17, 2013	$X
Total Fees	$X

Disbursements:
Postage and/or courier, photocopying and other direct costs	–
Total Fees and Disbursements	$X
Goods & Services Tax – 14%	$X
Balance Owing	$X

Source: Blair Corkum, fee-only advisor at Corkum & Arsenault

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