Free Invoice Template for Event Planners
Invoice planning fees, vendor costs, and day-of coordination clearly. Professional PDF invoices, private and free — no account needed.
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What to Include on an Event Planning Invoice
Event planning invoices often cover both your professional service and significant vendor pass-through costs. Clear structure prevents disputes. Include:
- Event name, date, and venue
- Your planning service description — full planning, partial planning, day-of coordination, venue sourcing
- Planning fee — clearly separated from vendor costs
- Vendor pass-throughs — catering, florist, photographer, AV, entertainment — itemised
- Your commission or coordination markup on vendor costs (disclosed per contract)
- Travel and accommodation expenses if the event is out of town
- Payment milestone — retainer, progress payment, or balance due date
Billing Models for Event Planners
Flat planning fee: A fixed fee for the full scope of planning services. Most common for weddings — typically a percentage of the total event budget (10–15%) or a flat project fee. Agree this before beginning planning.
Hourly rate: Better for partial planning, consulting, or corporate event work where scope is harder to define. Keep a time log and include a summary with the invoice.
Day-of coordination only: A separate, lower fee for clients who have planned their own event and need a professional to execute it on the day. Typically £500–£1,500 for weddings.
Commission on vendors: Some planners receive a commission from preferred vendors — disclose this in your contract and on the invoice if it affects pricing.
Invoicing for Vendor Costs and Deposits
Event planners often collect and pass through large vendor payments. Manage these carefully:
- Vendor deposits: Invoice the client for vendor deposits immediately — do not fund vendor bookings from your own account. "Florist deposit — Bloom Studio — per quote ref: BLM-2025-087 — £500"
- Catering and venue hire: Pass through at quoted price. If you negotiate a discount, your contract should specify whether you pass savings to the client or retain them as part of your fee.
- Balance invoices: Collect vendor balances from the client before they are due to the vendor — don't be caught in the middle of a cash flow problem close to the event.
- Overspend on client-approved items: Invoice immediately with a clear explanation — clients don't like budget surprises after the event.
Tax for Freelance Event Planners
Event planning services are taxable professional services:
- UK event planners: Register for VAT at £90,000 turnover. Standard rate (20%) applies to planning services and any commission income. Large events may push turnover above the threshold quickly — monitor your revenue carefully.
- EU event planners: Event services may be taxable where the event takes place, not where you are based — the place of supply rules for "admission to and access to" events are complex. Consult a tax adviser for cross-border events.
- Cash-basis accounting: Event planners with large vendor pass-throughs can have significant cash flow mismatches — consider accruals accounting or separate client escrow accounts for vendor payments.
Frequently Asked Questions
How do I structure payment milestones for a wedding?
Three milestones is standard: (1) Non-refundable retainer (25–30%) at booking to secure your services; (2) Progress payment (40–50%) 6–12 months before the event; (3) Balance due 2–4 weeks before the event. Never wait until after the event to invoice the final balance — issues on the day can lead to disputes if the balance is still outstanding.
How do I invoice for an event that was cancelled?
Your contract should define cancellation fees — typically a sliding scale based on how close to the event the cancellation occurs. Invoice for work completed to date plus the applicable cancellation fee. If significant vendor deposits are non-refundable, pass those costs through to the client per your contract terms.
Should I charge a separate fee for venue sourcing?
Yes — venue sourcing is a significant time investment. Charge it as a separate line item or include a defined number of venue visits in your full planning fee. If you receive a referral commission from a venue, disclose it in your contract.
How do I handle expense reimbursements after the event?
Invoice for all reimbursable expenses within 7 days of the event. Include receipts for any expense over £25. Waiting months to invoice expenses creates cash flow problems for you and surprises for clients. For major events, submit an interim expense invoice at each significant milestone rather than accumulating a large bill at the end.
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