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Free Executive Assistant Invoice Template

Invoice templates for freelance executive assistants covering C-suite support, diary management, travel planning, and business operations.

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What is an Executive Assistant Executive Assistant invoice?

An executive assistant (EA) invoice records fees for high-level personal and business support provided to senior executives, business founders, or family offices. Freelance executive assistants in the UK work remotely or on-site for clients who need sophisticated scheduling, communications management, board preparation, travel planning, and business operations support. Freelance EAs typically charge significantly more than general VAs, reflecting the seniority of the work and the level of trust and confidentiality required. Many have backgrounds as employed PAs to board-level executives. Day rates and monthly retainers are common billing models. Confidentiality is paramount — freelance EAs should have a non-disclosure agreement with each client, and this should be referenced (though not included in full) in the terms of engagement.

What to include on an Executive Assistant Executive Assistant invoice

Common executive assistant invoice line items

Service Typical Rate Unit
Freelance EA support (hourly) 55 hour
EA monthly retainer (40 hours) 2000 month
Board meeting preparation (per meeting) 350 meeting
Complex travel planning and booking (per trip) 200 trip
Inbox and correspondence management (monthly) 500 month
Project support (ad hoc, per day) 450 day
On-site EA support day (in-person) 500 day

How to invoice as an Executive Assistant executive assistant

Freelance EAs invoice monthly, covering all support hours in the period or the retainer amount. For retainer clients, invoice at the start of the month. Provide a brief summary of key tasks completed in the period — this reinforces value and supports the client's expense recording. For ad-hoc or on-call work, invoice weekly or immediately after significant single-day engagements. Keep clear records of time spent so you can respond to any queries. For clients in the US or internationally, note your currency and bank details clearly. Many freelance EAs working with international clients use Wise (formerly TransferWise) for efficient international transfers.

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Frequently asked questions

What does a freelance executive assistant charge?
Freelance EA hourly rates in the UK range from £40–£70+/hour. Monthly retainers for 40 hours of support typically run £1,800–£2,800.
Do freelance EAs need to sign NDAs?
Yes. A non-disclosure agreement is essential given the sensitive information EA roles involve. Most established EAs have their own standard NDA.
Is EA work subject to VAT?
Yes, if VAT-registered. EA services are standard-rated at 20%.
What is the difference between a VA and an EA?
An EA works at a higher level — typically directly with C-suite or board-level individuals, handling complex communications, governance matters, and business operations. A VA handles more general admin tasks.
Do freelance EAs need professional indemnity insurance?
Not legally required, but recommended if you handle significant financial transactions, legal documents, or sensitive business matters on behalf of clients.
Can I use this template for free?
Yes. Tidybill's free plan lets you create up to 5 invoices per month at no cost, with no credit card required. You can use the Executive Assistant invoice template straight away after signing up.