Attorney Invoice

An Attorney Invoice is a document issued by an attorney (or secretary), that is used to charge clients for legal services that they were provided. The invoice contains both the law office and client’s contact information and specifies the date in which the full amount is due. While sending your clients an invoice is not technically required, it helps with record keeping and improves the likelihood that your clients pay you on time. For completing either the Word or PDF version of the invoice, check out the how-to below.

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How to Write in PDF & Word

Step 1 – Download the invoice in either Microsoft Word or Adobe PDF.

Step 2 – To start, begin by deleting the example legal company and proceed to enter your own.

Step 3 – Below the main header, enter your company details. If one of the fields (such as having a fax number) does not apply to you, you can leave the field blank without affecting the integrity of the invoice.

Step 4 – Next, enter your client’s contact information, the date that the client will receive the invoice, and the invoice number (or case number).

Step 5 – In the “Professional Services” column, enter the various service(s) you will be charging your client for. In the proceeding column, enter the number of hours you worked during each service, followed by the hourly rate you charge for each. Multiply the hours worked by the hourly rate and enter the result into the “Amount” column.

Step 6 – Add the Sales Tax to the Total Labor, and enter the result into the TOTAL cell.

Step 7 – Enter any comments or special requests into the box to the left of the ‘Total Labor” cell, and finally, enter the number of days the client has to pay off the invoice.

How to Write in Excel

Step 1 – Download the invoice in our Excel format.

Step 2 – Enter the name of the legal company where it says “Legal Company Name Here” followed by the law office or Attorney’s contact information.

Step 3 – Beneath the “Bill To” title, enter the client’s contact information. If you are not using an invoice number to maintain organization, leave the field blank.

Step 4 – Now, enter the service(s) you rendered for the client in the “Description” fields followed by the number of hours each service took and the hourly rate ($ / Hour) you charge for each service. The “Amount” and “Total Labor” columns will calculate automatically.

Step 5 – Add on any sales tax, and the “TOTAL” cell will calculate on its own. Finally, enter any comments you have for the client, which can include notes about the services you provided or payment instructions, and enter the number of days the client has to pay for the services in full. Your invoice is now ready to be sent!