Free Proposal Invoice Template

Choose a Layout for Billing Approved Proposal Work

Choose a layout for billing completed proposal work. Include the accepted proposal reference and agreed fees.

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  Sample Invoice Layout

  Create Free Invoice
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  Free Invoice Layout

  Create Free Invoice
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  Printable Invoice Layout

  Create Free Invoice
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  Blank Invoice Layout

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  Simple Invoice Layout

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  Standard Invoice Layout

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  Itemized Invoice Layout

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  Basic Invoice Layout

  Create Free Invoice
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  Hourly Invoice Layout

  Create Free Invoice

Move From Proposing the Work to Billing It

A proposal explains the work you offer. The invoice on this page requests payment for services or deliverables completed under an approved proposal. It should show what is being billed now, not repeat every option from the original offer.

Use the accepted proposal version as your reference. Use the service names and fees from that version. The client can then match each charge to the work they received.

How to Invoice Work From an Approved Proposal

Keep the approved proposal and a record of the finished work beside you. Use them to check the work and fees on the invoice.

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1. Identify Your Business: Use the business name and billing contact from your proposal.
2. Add Your Logo: Keep the invoice consistent with the documents your client has already seen.
3. Choose the Client: Use the client’s billing details and the contact handling payment.
4. Set the Number and Dates: Check the invoice number and issue date. Add the agreed due date.
5. List the Completed Work: Name the completed services or delivered files. Add the agreed fees.
6. Review the Fees and Total: Apply relevant tax or discounts. Docelf calculates the invoice amounts.
7. Reference the Approved Proposal: Add the proposal version or date and the payment instructions.

How to Fill In Proposal Invoice Line Items

Describe a deliverable the client can recognize, such as completed copy, a design file or a walkthrough of the finished work. Keep optional services off the invoice unless they were approved and provided.

This fictional website-copy project follows approved proposal P-207. The bill covers an outline, four completed pages and a walkthrough of the finished copy. Prices are in USD, with an illustrative 8% tax on these services.

The outline is $300.00, the four pages are $720.00 and the session is $80.00. The subtotal is $1,100.00, and example tax adds $88.00. Use the prices and tax treatment that apply to the actual project.

What to Include in Proposal Invoice Terms

Use Terms and Conditions to identify the accepted proposal and explain the payment deadline. Bill only the work and extras the client approved.

Use the existing agreement for revision limits or usage rights. Do not add new conditions when billing. Check local requirements before adding fees or other regulated conditions. Adapt this example to the proposal you are billing.

Bill the Accepted Version, Not Every Option

A proposal may include several packages or optional services. Check which version and options the client accepted before copying the prices. Leave out options the client did not choose.

Describe any separately approved extra on its own line. Include its approval reference so the client can see what changed from the original proposal.

Choose the Right Document Before Work Starts

Still asking the client to approve the work? Use a quote for a specific offer or an estimate for an expected price. Use this invoice when you are ready to bill the approved work.

If the offer was a Docelf quote or estimate, create an invoice from that document and review the copied details. For a proposal written elsewhere, enter the billing details yourself. Attach the relevant PDF or image when it helps explain the bill.

Keep the Finished Work and Billing Details Together

Name each completed service or file on its own invoice line. Attach a short work summary when the client needs more detail. Describe the charges on the invoice too.

Add your logo and match the colors and fonts to your proposal. You can place an industry name before “Invoice” and a billing contact in the footer. Keep the agreed currency consistent; Docelf supports USD, EUR, GBP, CAD and AUD.

Follow Up on Payment for the Completed Work

Check the invoice history in Docelf for delivery details. You can also see when the client opened the invoice. If the client asks about a fee, refer to the completed work and approved proposal version.

When payment arrives, record it on the invoice. Docelf tracks the remaining balance. You can create a receipt after recording the payment.

Use a File-Based Invoice With Your Proposal Reference

These general invoice templates work when you prefer to prepare the bill in a document or spreadsheet. Add the approved proposal reference and remove unselected options from the invoice.

• Word Invoice Template
• Google Docs Invoice Template
• Excel Invoice Template
• Google Sheets Invoice Template

Find the Billing Page That Fits the Agreement

A contract invoice helps you bill work under an ongoing agreement. Use the design page for design services or the itemized page for a detailed breakdown of charges.

• Contract Invoice Template
• Design Invoice Template
• Itemized Invoice Template

Proposal Invoice FAQs

• Is a proposal invoice used to ask the client to approve the work?

  No. The proposal presents the work for approval. This invoice bills work completed under the approved proposal. Use a quote or estimate when the client is still considering the offer.

• Which proposal version should the invoice reference?

  Use the version the client accepted, identified by its number, date or version label. Keep the service names and fees consistent with that version so the client can match the invoice to the agreed work.

• Should I copy optional services onto the invoice?

  Only include an option after the client approves it and you complete the work. List approved extras separately with their approval references.

• Can Docelf convert a proposal document into an invoice?

  Docelf supports creating invoices from its quotes and estimates. For a proposal prepared elsewhere, enter the billing details in the invoice. You can attach a PDF or image of the relevant proposal or work summary.

• Should I bill by the task or by the hour?

  Follow the pricing the client approved. For a fixed fee, name the completed work and its agreed price. Use hours and a rate only when the client agreed to hourly billing.

• Can I include the proposal with the invoice?

  Yes. Attach a PDF or supported image file when it helps explain the bill. Each file can be up to 5 MB. Keep the proposal reference and charge descriptions visible on the invoice as well.

Send the Bill for the Work Your Client Approved

Give the client a bill that shows which parts of the approved proposal you completed.

• Name the completed services or files
• Use the fees from the accepted proposal
• Keep the payment instructions easy to find

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