Use the engagement name the client knows
A short project or purchase-order reference helps the person approving the invoice match it to the work without a separate email thread.
List expenses only when they belong to this invoice
Keep approved travel or materials on their own line. If an expense needs a receipt or client approval, follow the agreement you already have.
Lines included in this starting point
- Strategy workshop
- Consulting hours
- Approved travel expenses
Replace the examples with the work and prices agreed for the actual job.