- Best for
- Management consultants, strategy advisors, HR consultants, and any professional services firm billing for advisory work.
- About this template
- The Consulting template surfaces the blocks that matter most for advisory engagements: a service-period block that captures the engagement window, a payment-terms block with net-day logic, and a purchase-order-number field for clients who require a PO reference. The item table is configured for service descriptions rather than product codes, and a signature block supports client acceptance workflows.
Included in every Invotify plan.