How to Invoice as a Bookkeeper in Illinois

How to invoice as a bookkeeper in Illinois: IL sales tax 6.25% (services usually exempt), late fees capped at 1.5%/mo under 815 ILCS 205/4 (Interest Act), written contracts required over $1,000. Step-by-step guide with a free template.

State sales tax
6.25%
Late fee cap
1.5%/mo
Net terms
15 days
Deposit
0%

1. Illinois-specific invoice requirements

  • Sales tax line: 6.25% state rate. Most services rendered in Illinois are exempt from sales tax β€” but materials, parts, and tangible goods are not. Services largely exempt; combined rates up to ~11% in Chicago.
  • Late-fee cap: Illinois statute 815 ILCS 205/4 (Interest Act) caps interest on unpaid invoices at 1.5% per month. Spell out the rate in writing on every invoice and in your contract β€” courts won't enforce undisclosed fees.
  • Written contract required: Illinois requires a signed agreement for any job over $1,000. Reference the contract number on the invoice.
  • Right-to-cancel notice: Customers in Illinois get 72-hour cancellation rights on certain home-services contracts. Disclose this in your terms.

2. Bookkeeper line items + standard terms

Every bookkeeper invoice in Illinois should itemize work clearly. Standard bookkeepers use Net 15 terms with no deposit required.

  • Monthly bookkeeping β€” billed by month (~$350 default).
  • Catch-up work β€” billed by hour (~$65 default).
  • Year-end / 1099 prep β€” billed by flat.

3. Bookkeeper licensing in Illinois

No license required. Some clients may request CPB (AIPB) or QB ProAdvisor credentials.

4. Send and follow up

Send the invoice the same day work completes. Use software that records open events and offers a one-click online payment so you don't need to chase a check by mail. Illinois customers expect digital payment options today β€” accepting card and ACH typically reduces days-to-paid by 30–50%.

Average invoice
$685
State
IL
Net terms
15 days
Deposit
0%

Illinois metro guides

Metro-specific guides include the combined sales-tax rate and local pricing benchmarks.

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