Let the agreement choose the format
An invoice should reflect how you and the customer agreed to price the work. Use hours when the fee depends on time spent. Use a deliverable or milestone when the fee is fixed. Do not turn a fixed fee into an hourly bill after the work without agreeing that change.
Example one: billable hours
A consultant completes six hours of research and four hours of workshops at USD 80 per hour. Quantity records hours; rate records the hourly price. Add the service period to the description so the customer can match the charge to their records.
Research — September | 6 hours × USD 80 | USD 480 Workshops — September | 4 hours × USD 80 | USD 320 Subtotal USD 800
Example two: a fixed deliverable
A designer agrees USD 800 for a completed landing-page design. Use quantity one and rate 800. The description can identify the approved milestone and what was delivered; it does not need to list every hour spent.
Landing-page design — final milestone Quantity: 1 Rate: USD 800 Amount: USD 800
Make the description easy to approve
Name the work, the period or milestone, and the customer’s project reference. Avoid vague labels such as Services rendered when you can identify the deliverable. Keep confidential project findings and unnecessary personal details out of the description.
Expenses, tax and a final review
List separately agreed expenses as their own items. Enter discounts and tax only when appropriate to your agreement and requirements. Both examples exclude tax and discounts. Review the customer name, currency, dates and total before exporting; the tool does not validate your contract or local tax obligations.