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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Free Basic Invoice Template

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A must-have!”

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“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
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. WORK AND PAYMENT.

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.

2.DUTIES AND RESPONSIBILITIES.

- 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. REPRESENTATIONS.

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.

4. TERM AND TERMINATION

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).

3. INDEPENDENT CONTRACTOR.

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. CONFIDENTIAL INFORMATION.

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.

7. LIMITATION OF LIABILITY.

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

8. INDEMNITY.

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. GENERAL.

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.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents
Basic Invoice Template
Use this basic invoice now for free

What is a Basic Invoice?


An invoice is a business document that details the fees and payment details following a project or business relationship. They’re used by freelancers and businesses alike to formally request payment for services rendered throughout a specific period of time. 

Now, that sounds like a bit of a mouthful, but it doesn’t need to be as complicated as it sounds. A simple invoice includes a couple of core features—without these features, the invoice can be rejected by the client. This slows down payment and draws out the project—two things that you can’t afford to do as a freelancer. 

Among the must-have features of a simple invoice are a title, party details, the invoice date, payment date, services description, and the total amount payable. You also want to include a unique invoice identification number—this helps both you and the client keep track of accounts.

Let’s take a closer look at what you need to include in your invoice template to ensure you send professional invoices to all clients.

Note: Sign up to Bonsai for free today to access this invoice template, and make sending invoices quick and easy with our simple invoicing software.

What to Include in a Basic Invoice 


Creating and sending invoices can be a hassle for businesses—whether you’re a freelancer or a small business owner. Having an invoice template reduces the workload significantly—all you have to do is plug the project-specific info into the relevant sections.

If you plan to go at it alone, here’s what to include:

A title for your invoice

This may seem obvious, but you need to specify that you’re sending an invoice. This way, clients can’t claim they were unaware of the action required from them. 

Clearly title your invoice as such to avoid any delayed payment.

Invoice number

An invoice identification number is a unique, sequential code that categorizes and classifies invoices. It’s an essential part of your invoice as it ensure that it’s properly documented for taxation and accounting reasons. It also makes your personal records easier to navigate.

There’s no set way to number your invoices, but—for accountancy sake—avoid including any spaces in your identification number. If you work with an accountant, talk with them about the best way to number you invoices.

Both parties’ details

This is absolutely key—this info states who’s sending the invoice and who’s paying it. You wouldn’t send a letter to no address—an invoice isn’t any different. 

how to create a professional invoice

Make sure to include the business name, business address, and contact details of your client. You also need to include your company name, address, and details too. For extra flair, add your company logo, branding tweaks, and any other important details in this section.

Bonsai top tip: Use a free invoice template to avoid filling out the same information over and over again. Bonsai’s fully customizable invoice templates allow you to create a professional invoice in minutes.

Relevant dates

There are a number of dates you need to include in your invoice template. This includes the dates you supplied your services, the date you issued the invoice, and the due date for invoice payment. 

These dates give structure to the invoice, and also provide details that relate the invoice to the project. You want to pay special attention to the due date—that’s what determines when you get paid. Clearly defining this due date will help secure your cash flow and ensure payments are made on time.

Description of services 

This is where you describe the services you’re invoicing for—what you’ve been working on with the client and what it is you’re being paid for. This typically appears in table format to easily attribute services to a cost, however, you can choose what works for your business. 

Be comprehensive with what you're charging for, and provide an itemized list where possible. This keeps things clear and simple and informs the customer of what exactly they're paying for. 

Total fees

This is where the money’s at—quite literally. Here’s where you sum all the costs incurred by customers and generate a total amount to be paid. Any good invoicing software or excel invoice template will do this for you—you can even do it on an invoice template google docs file.

Any simple invoice template should have a section dedicated to communicating the final price. This includes the cost of your services, plus any VAT or additional fees or taxes. 

Payment terms

Finally, you want to include the terms of payment for your invoice. This specifies when you expect payment, and what happens if this requirement isn’t met. Be as specific as possible here—30 calendar days is not the same as 30 business days. 

include payment terms on your invoice

Leaving details up to interpretation is a sure fire way to encounter difficulties with payment. Whether it’s by EOM or 30 business days—make sure to include it in your invoice.

How to Write Basic Invoice Templates


Now you know what an invoice does and what to include in your simple invoice template, here are some tips on how to write professional invoices. 

Keep it professional

You’ve delivered a great project up until now—don’t fall at the final hurdle. Make sure to remain professional at this final step. The invoice is often the last official business document you’ll submit to a client after a project—you’ll likely have started the relationship with a proposal and have been working in accordance with a contract throughout.

Give clients a positive final impression of your business and services to let them know they can count on you. This way, when it comes to working with you again they won’t have any doubts or hesitations.

Be consistent and thorough

Keeping consistent with your invoices will make your—and your accountant’s—life a lot easier. Your invoices are documentation of your payment requests and are key to keeping accounts up to date. 

It’s essential to create a process for tracking, sorting, and securing your invoices and other financial records.

Personalize your invoice

Providing personalized business documents helps make a bigger impression on clients. It draws a cohesive picture of your organization, and instantly reminds customers who they’re working with.

Personalized invoice templates aren’t difficult to achieve—simply add your branding to the document. If using invoicing software, you can do this automatically to all your invoice templates. All you have to do is edit the fully customizable invoice template with project-specific info and you’re good to go.

tips on personalizing your invoice

Creating a Basic Invoice is Simple with Bonsai


Creating your own invoice from scratch for every single project is a waste of your time and energy. Instead, consider using a free invoice template from Bonsai. 

Invoice templates help you save time and effort by providing all the necessary sections for billing customers quickly and easily. Free invoice templates are a life saver for small businesses and freelancers alike—a big step up from creating invoice in google sheets, google docs, or microsoft word. 

Plus, signing up and accessing your free invoice template couldn’t be easier:

  1. Sign up to Bonsai
  2. Pick the free template you need
  3. Customize it as per your requirements

Streamlining your official processes with Bonsai really is a no brainer—with hundreds of invoice templates, contract templates, and more at your disposal. 

Join the 500,000+ small business owners and freelancers already using Bonsai to customize free invoice templates for all their billing needs.

Simple Invoice Template FAQs


Do you need to send invoices?

Yes, you need to issue an invoice after completing a project for a client. It wraps up the business relationship, and ensures you get paid for your hard work.

What should a simple invoice include?

A simple invoice should include:

  • A title
  • Invoice identification number
  • Both parties’ details
  • Relevant dates
  • Description of services
  • Total fees
  • Terms of payment

When using a free invoice template, lots of these sections are already in the doc. If you wish to use a simple invoice template, make sure to fill it with your details. Then, simply download it in pdf. format and send it out to your clients.

Alternatively, use an invoice template from Bonsai to create a professional invoice that you can easily edit and send off to clients—without the need to leave the platform.

Examples of Blank invoice templates


Of course, we believe Bonsai has the best blank invoice template out there, but sometimes it helps to see some examples of existing blank invoices for inspiration. Let's take a look at some:

Basic Invoice Template
Image Credits: invoicetemplates.com
Basic Invoice Template Sample
Image Credits: noktan.snaptier.co


Frequently Asked Questions

Questions about this template.

How do I write a basic invoice?

Start by updating Bonsai's invoice template. Add your contact information, the invoice number, the branding, the customers' contact details, a list of the services you performed, and the total cost after that.

What is the best free invoice template?

The best method for sending clients professional billing requests is by using one of Bonsai's free invoicing templates. With the use of our invoicing software, you would simplify the entire process, request partial payouts, and set recurring payments.

What needs to be on an invoice?

On an invoice, it should have: unique invoice number, business name and address, date of the invoice, explanation of the job, billing information, and the total cost of services.