Accountant Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.

Accountant Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.


/5 - votes
Downloaded times
Use template
Legally vetted
Track opens & views

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Accountant Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.

Accountant Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.

Bonsai has helped create 1,023,928 documents and counting.

Trusted by 500,000+
business owners

Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

If you own a small accounting business, it means numbers are very important for you - which is why an accountant invoice template is necessary. As a professional accountant, you need to behave and appear professionally in front of your clients.

Invoices hold a critical role, but you must also learn how to use them properly. The financial transactions may depend on the type of invoice used, the information added, and many more.

If you are offering your bookkeeping services to anyone, this guide should help you more in handling those financial documents.

What Is the Accounting Invoice Used For

An accounting invoice is used for collecting payment when you are providing accounting services. In simple terms, it's a document informing someone that they have to pay you money.

An accounting invoice template may be used by a variety of individuals, such as accountants, bookkeepers, and accountant clerks. It will contain all the pricing structures that are relevant for any project of yours.

Why Use Accounting Invoice Templates

As a business owner, you will likely have a lot of clients, all of which will receive at least one invoice from you. Writing down all your invoices from scratch can be very troublesome, which is why you may want to use a free accounting invoice template.

There are plenty of places where you may get a free invoice template. For instance, if you have a Bonsai account, you can get a free invoice whenever you need one.

Types of Invoices for Accountants

If you are providing accounting services to different companies, there are several types of accounting invoices that you may use. As a tax accountant, you will likely go through the following for your professional tax invoice template:

Standard Invoice

This is one of the most common types of financial statements. You may use it for all your clients, no matter if you go for an hourly rate or a fixed fee proposal.

Automatic Invoice

If you are doing monthly accounting services, then you may want to go for automatic invoices. You may use accounting software such as Hello Bonsai to send out the invoices in a timely manner.

Pro Forma Invoice

Business accounting can't always be completely exact, and in the beginning, you might need to offer an estimate. This type of invoicing process is called "pro forma," where you are creating more of an estimate rather than a bill.

Debit Invoice

Debit invoices are used when you are charging extra services rendered. For instance, you may have used a standard accounting invoice template for the main payment, but later work led to an extra charge. This is where the debit invoice comes in.

Credit Invoice

Credit invoices are used when you are issuing a discount or an invoice. Such an invoice template can also be used to address a billing dispute.

Prepaying Invoice

If you are billing a client for future work, a prepaying invoice may be used to make that charge.

Mixed Invoices

If you have multiple operations to make, such as both billing a customer and giving them a discount, a mixed invoice template may be used in this case.

What Should Be Included in an Accountant Invoice Template?

When putting down information in a free invoice template, there are certain details that you shouldn't skip. These are:

  • Contact information, such as your company name, email address, actual company address, and more.
  • Company logo
  • The contact information of your client or business partner
  • Unique invoice number, due date, and date of the invoice
  • Prices for services, such as the flat rate or hourly rate
  • Sales tax amount, among with total amount
  • Terms of payment

The more detailed you are with the information on the invoice template, the fewer issues you will have with the payments.

How to Create Accounting Invoices

When filling out invoice templates as the owner of an accounting or bookkeeping business, you must make sure that you add all the necessary information, in the correct order. Here is what you should do when dealing with professional invoices:

Add the Invoice Number, Due Date, and Invoice Date

These details may seem like they are small and insignificant, but they are overall very important - especially for you as the business owner. Depending on the size of your company, you may have a significant number of invoices to send out. If there are too many of them, keeping track may be difficult.

By adding an invoice number, an invoice date, and a due date on the accounting invoice, it will be much easier to keep track of who owes you money. Make sure that every invoice has a unique invoice number, to avoid potential confusion.

Write Down Information on Both Business Partners

When you fill out accounting invoice templates, the next step after the invoice number and due date should be to write down the information for both parties. This can include the name of the partners, their address, their contact number, and all the other relevant information.

By adding the buyer's information, you will be able to contact them for payments, especially if said payment is issued for a later date. There are also cases when the client may need to contact you as well, which is why your information has to be on the accounting invoice.

Add a Description of the Goods

When filing an accounting invoice template, you also need to write down information on the purchased goods. This includes brand, quantity, quality, and many more. This would help explain the price and avoid legal complications in the future.

Put Down Payment Terms

Last, but not least, the invoice template has to include the terms of payment. How will the client make their payment to you? Will they pay cash, or will they make a bank transfer later?

Will they pay upfront, or will they make the payment at a later date? How often should they make this payment? Even a basic invoice should have this kind of information.

The Bottom Line

An invoice template can help make your life as an accountant much easier. You just need to find the right invoicing software that can help you handle this business. Once you automate the process, it will help speed up the finances of your business.

Frequently Asked Questions
Questions about this template.

How do you prepare an invoice for accounting?

On a document, write down a unique invoice number, business name and address, date of the invoice, description of the service, payment method, as well as the total cost of the services. You could also customize and download one of Bonsai's free billing request templates.

Is there an invoice template in Word?

You can download templates with Microsoft Word. However, the billing system from Bonsai is far nicer. Simply add your logo and the needed details, then send the invoice.

What is the best free invoice template for accountants?

Bonsai has the greatest invoice templates for accounting professionals. Our templates are easy to customize. With the help of our invoicing software, you can automate the entire process, request partial payments, and set up recurring payments.