Home Breadcrumb caret Practice Breadcrumb caret Planning and Advice Sample invoice If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example. By Staff | September 1, 2013 | Last updated on September 1, 2013 1 min read If you charge by the hour, provide an invoice to clients. Break down all charges. Here’s an example. Fees for professional services rendered: Meeting on April 4, 2013 to discuss retirement planning matters $X Review of investment portfolio statements, telephone and email communications on May 17, 2013 $X Total Fees $X Disbursements: Postage and/or courier, photocopying and other direct costs – Total Fees and Disbursements $X Goods & Services Tax – 14% $X Balance Owing $X Source: Blair Corkum, fee-only advisor at Corkum & Arsenault Staff The staff of Advisor.ca have been covering news for financial advisors since 1998. Save Stroke 1 Print Group 8 Share LI logo