Legal and finance

Invoice templates for legal and financial work.

10 formal invoice templates for lawyers, notaries, accountants and financial advisors: a guilloche border like a certificate, a letterhead with a wax seal, a proper business letter, a panel with a payment QR code. The first 3 come with Pro, all 10 with Ultra.

All templates

Legal and finance: 10 templates

3 on Pro · 7 on Ultra

  • Legal and finance 01 invoice template (Pro and Ultra). A guilloche border like a certificate, with a rosette and ribbons at the top right.
    Legal 01Plan:ProA guilloche border like a certificate, with a rosette and ribbons at the top right.Pro and Ultra
  • Legal and finance 02 invoice template (Pro and Ultra). A file folder with tabs, the invoice lying inside as a sheet of paper.
    Legal 02Plan:ProA file folder with tabs, the invoice lying inside as a sheet of paper.Pro and Ultra
  • Legal and finance 03 invoice template (Pro and Ultra). A large title on top and a dark footer band with the total, payment and contact.
    Legal 03Plan:ProA large title on top and a dark footer band with the total, payment and contact.Pro and Ultra
  • Legal and finance 04 invoice template (Ultra only). A proper business letter: address in the window, fold marks and a reference block.
    Legal 04Plan:UltraA proper business letter: address in the window, fold marks and a reference block.Ultra only
  • Legal and finance 05 invoice template (Ultra only). A tidy layout with a panel on the right for the amount, payment details and a payment QR code.
    Legal 05Plan:UltraA tidy layout with a panel on the right for the amount, payment details and a payment QR code.Ultra only
  • Legal and finance 06 invoice template (Ultra only). A formal letterhead with a reference, a signature and a wax seal. Authority on paper.
    Legal 06Plan:UltraA formal letterhead with a reference, a signature and a wax seal. Authority on paper.Ultra only
  • Legal and finance 07 invoice template (Ultra only). A narrow column like a personal letter, with a large initial and the lines as a list.
    Legal 07Plan:UltraA narrow column like a personal letter, with a large initial and the lines as a list.Ultra only
  • Legal and finance 08 invoice template (Ultra only). The lines as steps on a timeline, showing the journey you took with your client.
    Legal 08Plan:UltraThe lines as steps on a timeline, showing the journey you took with your client.Ultra only
  • Legal and finance 09 invoice template (Ultra only). A hanging ribbon at the top right carries the total. Elegant and clear at once.
    Legal 09Plan:UltraA hanging ribbon at the top right carries the total. Elegant and clear at once.Ultra only
  • Legal and finance 10 invoice template (Ultra only). A monogram in a diamond, gold rules and framed details. For private banking and wealth advice.
    Legal 10Plan:UltraA monogram in a diamond, gold rules and framed details. For private banking and wealth advice.Ultra only

On the invoice

What lawyers and accountants usually put on an invoice

Clients of professional services expect detail. Typical lines:

  • The matter, case or file reference.
  • The period the invoice covers.
  • Time per activity, with date, hours and rate, or the agreed fixed fee.
  • Costs paid on the client’s behalf, such as filing fees, on separate lines.
  • Any retainer or advance already received.
  • Payment terms and your payment details.

Choosing

Choosing a template for your practice

The certificate border and the letterhead with a wax seal carry authority. The business letter with fold marks is laid out for a window envelope. The tidy layout with a panel on the right holds the amount, payment details and a payment QR code. The file folder with tabs suits an office that likes order.

Payment by card or Apple Pay comes with a payment link on Pro and Ultra. Or browse every trade.

FAQ

Good questions.

Which legal templates come with Pro?

The first 3: the certificate border, the file folder and the layout with a dark footer band. The other 7 need Ultra.

Can Jiffy remind clients who pay late?

Yes, on Pro and Ultra. Jiffy sends automatic reminders in up to 4 steps and can add late fees. See payment reminders.

Can I add my firm’s logo?

Yes, on Pro and Ultra. Upload it once and every invoice carries it.

Not here? Email us: [email protected]

Bill your time without losing more of it.

Free stays free, with 3 invoices a month. Pro from £1.90 a week, excl. VAT.

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