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Invoice Template for Reimbursements

For all resources, see Consultant Portal Resources

Reimbursements Template

The template can be downloaded here: Reimbursement_Template FINAL Jan 2024.xlsx

If you have a reimbursement expense less than $75 and you're missing the receipt, please fill out this form and submit it on your organization's letterhead: Missing Receipt Affidavit – Less than $75.docx

How to use this Template

Please use this template for submitting a request for reimbursement. If you would like to submit an invoice for services, please do so using the services invoice template. There is help text above most cells in the spreadsheet.

For Meeting Reimbursement and Reimbursables:

  • Attach and number all receipts.
  • The mileage reimbursement rate is set every year and is automatically calculated in the template.
  • The 2024 mileage reimbursement rate is 67 cents per mile effective 1/1/2024.
  • Sign or type your name in the form where indicated.
  • Complete all the header fields.
  • Enter number of miles to be reimbursed in the column with the "Mileage" header (column G). The spreadsheet will automatically calculate the $ amount to be compensated for mileage in the "Total" column (column M) using the IRS rate. Do not override or edit the formulas in column M.
  • Combine the Excel form and the supporting receipt into one pdf.
  • Submit your invoice in the FIP Portal using the FIP Invoice Form.

To Combine Multiple Documents into a pdf:

There are many free tools for creating a single pdf from multiple documents. In general, they operate this way:

  • Drag and drop your PDFs into the PDF combiner.
  • Rearrange individual pages or entire files in the desired order.
  • Add more files, rotate or delete files, if needed.
  • Click 'Merge PDF!' to combine and download your PDF.

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.