InvoiceCrispWhat to include on a bookkeeping invoice
- The month or period covered
- Monthly package and what it includes
- Extra hours or catch-up work separately
- Software subscriptions you pass through, if any
- Your EIN or tax ID
Get paid faster
Invoice packages at the start of the month and extras at the end; clients on autopay rarely fall behind.
Put clear payment instructions (bank transfer, Zelle, Venmo, PayPal or card link) in the Payment details box, so paying you takes one step.
Frequently asked questions
Fixed monthly fee or hourly?
Most small-business bookkeepers charge a monthly package based on transaction volume, plus hourly rates for catch-up and special projects. Both fit on one invoice.
Is InvoiceCrisp really free?
Yes. You can create and download unlimited invoices, estimates and receipts for free, with no sign-up. The free version uses the Classic template and adds a small "Created with InvoiceCrisp" line at the bottom. Pro removes it and adds more templates, saved clients and history.
Where is my data stored?
Only in your browser, on your device. Your business details, clients and invoices are never uploaded to our servers. Use "Back up data" to keep a copy or move it to another computer.
How do I send the invoice to my client?
Download the PDF and attach it to an email, or send it through your messaging app. PDF opens the same way on every computer and phone.