Free Project Manager Invoice Template & Generator

Bill clients for project planning, coordination, reporting, meetings, risk management, and delivery support by hour, milestone, or retainer.

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Tasks, periods, and project references

Identify the project, contract or SOW, billing period, workstream, hours or milestone, and contracted rate. Separate project management from specialist delivery work so the client sees coordination, governance, reporting, and risk-control value rather than one generic service line.

Retainers and approved project changes

For a monthly retainer, name the covered period and included capacity. Track approved overages or added workstreams separately. Corporate clients may require a PO, cost code, timesheet, or milestone acceptance, so match their submission rules before the invoice enters accounts payable.

How to make a project manager invoice in 7 steps

  1. Open the invoice with the fields already set up

    Start from this page so the invoice loads with line items and wording used for project manager work. Creating and previewing needs no account.

  2. Add your details and the client

    Enter your business name, address and contact details, then the client name and billing address exactly as they should appear on the record.

  3. Give the invoice a number and dates

    Use a unique invoice number in one unbroken run, then set the issue date and the due date so the payment term is unambiguous.

  4. Replace the sample lines with the work you did

    Swap the example lines for the real job. Describe the unit you are billing, whether that is hours, visits, or units, and put the rate on the same line. The starting lines here open with project management hours.

  5. Check the totals and any tax

    Totals calculate as you type. Confirm the quantities, rates and any tax line against your own records, since sales tax rules and what is taxable differ by jurisdiction.

  6. State how and when to pay

    Add the payment terms, the methods you accept and any late fee your agreement allows, so the client has no reason to wait for clarification.

  7. Preview, then download the PDF

    Read the finished invoice before you send it. Preview is free; a PDF download costs $4.99, or is included with Unlimited.

Frequently asked questions

How should a project manager invoice monthly work?

List the covered month, project, included retainer or hours, key workstreams, approved overages, expenses, due date, and client reference.

Can status reporting be a separate line?

Yes when it is a distinct deliverable or fee in the agreement. Otherwise include it within the project-management service description.