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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Coaching Invoice Template

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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

When running a coaching business, you need to be intentional about improving its general operation and also ensuring that your clients feel utmost satisfaction at the end of every session. 

Like every other industry, you need to plan a means of dealing with the billing, invoicing, and accounting aspects of your coaching business. Else, it would be impossible to receive your payments on time. 

Whether a health coach or life coach, this piece will help you understand why invoice templates are necessary and how every small business person can get paid faster by using a professional coaching invoice template.

Note: Try Bonsai, the best coaching tool to run your business. We have tax, task management, invoice templates and time tracking software to help you manage your business better. Claim your 7-day free trial here.

What is a Coaching Invoice?

Many people who enroll for coaching sessions often plan to either equip themselves well enough to reach a higher goal or to strengthen the skills they already have. They do this by counting on the guidance and support of a trained coach.  

So, a coaching invoice is a document containing the total cost of the coaching services provided; you typically use it to bill your clients. To create invoices and get paid fast, you need to invest in a coaching invoice template.

Why Coaches Need Professional Invoice Template

Let's assume you run a life coaching company; one of the most important things to have alongside your other coaching tools is a "life coach invoice template." Why? because it allows you to:

Get Paid When Due

You don't always want to have to track late payments or spend a better part of your time sending a series of reminders to your clients and not getting a prompt response from them.

Fortunately, the Bonsai life coaching invoice template saves stress by providing you a means to create and send your invoices to the coaching client with so much ease. You can also automate payment reminders. That way, you never have to worry about following up on late payments.

Give your Client a Personalized Experience

With the Bonsai coach invoice template, you can impress your customers by creating custom invoices. This will make your customers feel like you are genuinely interested in their personal growth.

Calculate Taxes, Installments & Discounts with Ease

Usually, the process of calculating taxes can be daunting. But Bonsai makes the difference as you can automatically subtract discounts and calculate the tax percentages in a few minutes.

Support Your Customers

Coaching requires you to assist your clients in bettering not just their lives but also their business; you don't expect them to do all the calculations themselves.

With Bonsai, you can support your client by making an invoice and automating the calculations within a short period.

When Do You Issue Coaching Invoices?

It's one thing to provide services to your clients, but knowing the appropriate time to send invoices is a different thing. Send it too early, and the client might pick offense. Send it too late, and you might get into cash flow issues - you surely don't want either of these to happen.

When it comes to coaching invoicing, there's no standardized way of doing it; you only need to explore the options available and settle for one. That said, you can send invoices:

  • In advance
  • After completion of work
  • At a specified milestone
  • On a recurring basis

How To Customize a Coaching Invoice Template

To customize a professional coaching invoice template, there are a lot of free invoice templates that you can employ. One of the most reliable invoice templates is Bonsai.

Using Bonsai, you can generate a simple invoice template, bill your clients, automate cash payments, and track company expenses. It also allows you to set automatic payment reminders and get paid on time for your services.

If you are a coach or run a coaching tools company, here are some invoice details that will help you to customize a more professional invoice templates:

  • Download the coach invoice template for free from Bonsai
  • Add the invoice date and invoice number
  • Customize the template with your business logo, theme color, and other necessary branding details
  • Add your company name and contact information. (This could be your email address, company address, and phone number).
  • List the services rendered alongside the hourly rate for each coaching session. 
  • Add the contact details of your client
  • Include your most preferred payment method(s). 
  • Sum up the total cost of the services provided
  • Mention your business payment terms, conditions, and other significant business details.
  • Save and send your client the invoice template via email

Types of Coaching Invoices

Whether you prefer to bill per hour or charge monthly payments for your coaching sessions, Bonsai features varieties of coach invoice templates that will make payment processes faster for you. Let's look at some of them below:

Standard Invoice

This is where you only need to create a simple bill once the coaching sessions end. You can also use it to charge for add-ons.

Recurring Invoice

You are paid for the entire period of coaching engagement with a client. Here, you can either choose to send your invoice bi-weekly or monthly.

Prepayment Invoice

Prepayment invoices are often sent to request deposits for an incoming project. Clients tend to use the prepayment invoice to book a space in the coach's calendar.

Other forms of coaching invoice templates are:

  • Time-based invoice
  • Credit invoice
  • Debit invoice

The Bottom Line

Running a business can take up a lot of your time. You need to pay attention as much as possible to prevent things from going bad.

By implementing Bonsai invoice template software, you can reduce a chunk of your workload and focus on other vital areas of your business.

Frequently Asked Questions

Questions about this template.

What is a coaching invoice template?

A coaching invoice template is a legally enforceable document issued by a seller to a buyer relating to a sale transaction and indicating the services performed. A coaching invoice contains the total cost of the coaching services provided; you typically use it to bill your clients.

Is there a free coaching invoice template available?

Yes, try Bonsai's free coaching invoice template. Simply customize the invoice number, business name and address, date of the invoice, description of the job, payment information, and the total cost of the required services.

What's the best coaching invoice template?

The best coaching invoice template on the market is Bonsai. Our template let's you customize the price, company information, client details, and lets you set up recurring payments/automate the entire process.