How to write a professional personal assistant invoice
A personal assistant invoice does three jobs: it tells the client exactly what they are paying for, it protects you legally, and it makes you look like a business worth paying on time. At minimum it should include your business name and contact details, the client's name and job location, a unique invoice number, the invoice date and due date, an itemized list of services or materials, and the total amount due.
Typical personal assistant line items
- Hourly rate
- Project deliverable
- Monthly retainer
- Expenses reimbursement
- Sales tax where applicable (toggle the taxable switch per line item)
- Deposit or partial payment already collected — it is deducted automatically
Payment terms & tips for personal assistant
Bill recurring work on a fixed monthly retainer line — it reads cleaner for the client's books. Attach timesheets for hourly engagements so the invoice is self-documenting.
Add your preferred payment methods (Zelle, check, ACH…) so clients can pay without a follow-up call, and always include a PO or job reference when billing a company — accounting teams reject invoices without one.
Personal Assistant invoice FAQ
What should a personal assistant invoice include?
Include your business name and contact details, the client name and job location, an itemized list of services or materials with quantities and rates, the date and invoice number, payment terms, and the total amount due. Personal Assistant invoices often also list license numbers, job reference numbers, or insurance details.
Can I add a deposit or partial payment to a personal assistant invoice?
Yes. Enter the amount already collected in the Deposit Paid field — the generator subtracts it automatically and shows the Balance Due your client still owes.
Is this personal assistant invoice template really free?
Yes — 100% free, no account or signup required. Everything runs in your browser, and your business and client data never leaves your device.
Which formats can I download?
You can export your finished invoice as a print-ready PDF, an editable Word (DOCX) file, or an Excel (XLSX) spreadsheet — all generated locally in your browser.