Interim Invoice Template
An interim invoice is a part bill issued during a long engagement for the work done or costs incurred so far, before the job is finished and the final invoice is sent. The template below is pre-filled with a sample from Harbor Lane Legal LLP to Casey Nguyen: 4 lines, $5,054.00. Edit it and download the PDF.
Pre-filled interim invoice sample ($5,054.00). Example prices: replace them with your own.
From
Harbor Lane Legal LLP
12 Market Street
Springfield, IL 62704
billing@example.com
Interim Invoice
Bill to
Casey Nguyen
40 Station Road
Fairview, OR 97024
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Professional fees, partnerCorrespondence and negotiation, September | 6.4 hr | $310.00 | $1,984.00 |
| Professional fees, associateDrafting and legal research | 14.2 hr | $185.00 | $2,627.00 |
| Court filing fee (disbursement) | 1 each | $405.00 | $405.00 |
| Courier and copying | 1 lot | $38.00 | $38.00 |
- Subtotal
- $5,054.00
- Balance due
- $5,054.00
Notes
Matter: lease dispute, 140 Orchard Drive.
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What is an interim invoice?
An interim invoice is a part bill issued during a long engagement for the work done or costs incurred so far, before the job is finished and the final invoice is sent.
The tool prints it with the heading "Interim Invoice" and behaves as an invoice.
Sample interim invoice: Harbor Lane Legal LLP to Casey Nguyen
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Professional fees, partner (Correspondence and negotiation, September) | 6.4 hr | $310.00 | $1,984.00 |
| Professional fees, associate (Drafting and legal research) | 14.2 hr | $185.00 | $2,627.00 |
| Court filing fee (disbursement) | 1 each | $405.00 | $405.00 |
| Courier and copying | 1 lot | $38.00 | $38.00 |
| Total | $5,054.00 |
When to use an interim invoice
- A professional engagement such as a legal matter, an audit or a research project runs for months.
- Your costs, such as expert fees, travel or filing fees, are building up and you do not want to fund them until the end.
- The client budgets per quarter or financial year and wants spending recognised as it happens.
- The engagement letter allows monthly billing of time and expenses to date.
What an interim invoice must include
- The heading 'Interim Invoice' and its place in the series, such as 'Interim bill 2'
- Invoice number and date
- Matter, project or engagement reference
- The period this bill covers
- Work done and costs incurred in that period
- Amounts billed on earlier interim invoices
- Amount due now
- A statement that a final invoice will follow
Interim Invoice vs similar documents
-
vs progress invoice
Progress invoices usually bill a percentage of a fixed contract by stage; interim invoices often bill the time and costs actually incurred so far.
-
vs final invoice
The final invoice closes the account and reconciles all interim bills; an interim invoice leaves the account open.
-
vs deposit invoice
A deposit is requested before any work starts; an interim invoice charges for work already done.
How to make an interim invoice
-
Open the pre-filled sample
The tool above starts as "Interim Invoice" from Harbor Lane Legal LLP to Casey Nguyen.
-
Replace the parties
Enter your business and your customer, plus matter reference and billing period.
-
Edit the lines
Change the 4 sample lines ($5,054.00 in total) to your own items and prices.
-
Check the required fields
Make sure all 8 fields listed above are filled, then download the PDF.
Trades that use an interim invoice
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Frequently asked questions
Is an interim invoice a real invoice?
Yes. It is payable and recorded like any other invoice and needs its own number; 'interim' only says that more bills will follow on the same engagement.
How often should I send interim invoices?
As often as the engagement letter or contract says; monthly is a common interval for time-based work. Agreeing the interval up front means the first bill does not surprise the client.
Does the final invoice repeat the interim amounts?
The final invoice usually lists the total work, deducts the interim bills already issued and charges the balance, so the client sees the whole engagement in one place.