Client Billing Statement / Invoice

BILLING STATEMENT

LAW FIRM INFORMATION

Firm Name: [________________________________]

Address: [________________________________]

City, State, ZIP: [________________________________]

Phone: [________________________________]

Email: [________________________________]

Website: [________________________________]

Tax ID/EIN: [________________________________]

INVOICE DETAILS

CLIENT INFORMATION

Client Name: [________________________________]

Client ID/Account Number: [________________________________]

Billing Contact: [________________________________]

Address: [________________________________]

City, State, ZIP: [________________________________]

Email: [________________________________]

Phone: [________________________________]

MATTER INFORMATION

Matter Name: [________________________________]

Matter Number: [________________________________]

Matter Description: [________________________________]

Responsible Attorney: [________________________________]

Billing Attorney: [________________________________]

PROFESSIONAL SERVICES RENDERED

Timekeeper Summary

Detailed Time Entries

Total Professional Services: | | | [____] | $[________] |

COSTS AND EXPENSES

Total Costs and Expenses: | | $[________] |

Common Expense Categories

• Filing fees
• Court costs
• Deposition costs
• Expert witness fees
• Document reproduction/copying
• Postage and delivery
• Travel expenses
• Court reporter fees
• Mediation/arbitration fees
• Research database charges
• Long-distance telephone
• Process server fees

INVOICE SUMMARY

ACCOUNT SUMMARY

TRUST ACCOUNT ACTIVITY (If Applicable)

PAYMENT INFORMATION

Amount Due: $[________________________________]

Due Date: [__/__/____]

Accepted Payment Methods

☐ Check (payable to: [________________________________])

☐ Wire Transfer

• Bank Name: [________________________________]
• Account Number: [________________________________]
• Routing Number: [________________________________]
• Reference: Invoice #[________________________________]

☐ Credit Card (☐ Visa ☐ MasterCard ☐ American Express)

☐ ACH/Electronic Transfer

☐ Online Payment Portal: [________________________________]

PAYMENT REMITTANCE

Please include invoice number with your payment.

Mail Payments To:

[________________________________]

[________________________________]

[________________________________]

LATE PAYMENT POLICY

Invoices not paid within [____] days of the due date may be subject to:

☐ Interest at the rate of [____]% per month ([____]% per annum)

☐ Late fee of $[____] or [____]% of outstanding balance

☐ Suspension of services until account is current

☐ Collection action and recovery of collection costs

IMPORTANT NOTICES

Questions About This Invoice:
Please contact [________________________________] at [________________________________] or [________________________________] within [____] days if you have any questions or concerns about this invoice.

Confidentiality Notice:
This invoice contains confidential attorney-client information. Please handle accordingly.

LEGAL NOTICES AND DISCLAIMERS

[________________________________]

[________________________________]

[________________________________]

CLIENT ACKNOWLEDGMENT (Optional)

I acknowledge receipt of this invoice and agree to the terms of payment as stated herein.

Client Signature: [________________________________]

Date: [__/__/____]

Thank you for your business. We appreciate the opportunity to serve you.

[LAW FIRM NAME]

Please retain this invoice for your records.