Interim Invoice Template
An interim invoice bills for a portion of work partway through a project, before it is finished. Unlike a final invoice, it does not close the account — it is one of a series. Interim invoices are common in professional services, building work, and any engagement billed in installments.
When to use this
- When a project is billed in agreed installments as work progresses
- When you need payment partway through to cover ongoing costs
- When the contract splits fees across calendar dates or phases
- When the client prefers smaller, regular bills over one large final bill
- When you want a checkpoint where the client reviews costs before more work continues
Key fields to include
- Invoice number in the series (for example, 2 of 4)
- Work completed or period covered by this installment
- Amount due now and the installment schedule
- Cumulative total billed so far and remaining balance
- Description of the phase or milestone this payment covers
- Payment due date and method
Frequently asked questions
What is the difference between an interim and a progress invoice?
The terms overlap. Interim invoices usually follow a schedule of fixed installments, while progress invoices are tied to measured completion. In practice, both bill partway through a project and both show running totals.
How many interim invoices should a project have?
As many as the contract specifies — it could be two, four, or monthly. Match the count to your cash flow needs and the client's approval process, and number them clearly so both sides can track the series.
Should interim invoices include a full breakdown?
Include enough detail for the client to approve the installment: what was done, what is claimed now, and what remains. A one-line amount with no context is the most common reason interim invoices get delayed.
More use cases
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