Dental Invoice Template

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

Dental Invoice Template

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

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

Dental Invoice Template

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

Dental Invoice Template

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

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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

Invoicing is a vital aspect of all businesses, and dental clinics are not the exceptions. Making sure you get paid on time for your hard work comes down to an effective invoicing process, which is why, no matter how daunting this administrative task seems, you must pay attention to the information you are including in your dental invoices.

But sitting down to write each invoice whenever it's time to request payment is not the most efficient way to go about it. Instead, create a dental invoice template that you can easily fill in with the specific patient information to ensure your invoices are always consistent, accurate and professional. If you're not sure about what you should include in your template, here's a detailed list of the must-have elements.

Note: Want to get paid faster? With Bonsai's smart invoicing software you can stay up-to-date with your customer's payments, send reminders, and seamlessly send professional invoices every time. Come on board, and invoice like a pro!

Essential Elements of Dental Invoice Templates

When creating a dental invoice template, you want to make sure all necessary details are covered to make it as clear and easy-to-understand for your patients. At the same time, you want to keep a good record of all payments and services provided so it's important to ensure your invoices are functional for both you and your clients. Let's go over the basic but essential elements you must include for flawless dental invoice templates.

Business Information

To begin your dental invoice template, you need a section for your business information. Include the name of your dental clinic, address, phone number, email, and your business website. Don't forget to also include the name of the dentist or hygienist who provided the services, as well as the necessary licensing information.

You can also add a few lines to mention any service you specialize in such as dental implants, lab services, braces, etc. For more professional invoices, you may also include your business logo or any related imagery to make your invoice stand out and make your business visually identifiable to your clients.

Invoice Number and Date

All your dental invoices should have a unique invoice number assigned to help you organize payments and accounting records. This can also be useful for your patients in case they also need to keep their paperwork in place for tax purposes. Also make sure to include the date when the invoice was sent out, which is how you will determine the payment due date and when it's appropriate to apply a late payment penalty.

Patient Information

Next, include a section for your patient's full name, age, and contact details such as phone number, address, as well as email address in case you want to send the invoice through email. If you have a client database you may also add the client ID number which will make it easier for you to track their payments and keep your patient's records organized.

If you are billing the patient's insurance company, make sure to also include a section for their details in your invoice template, along with any necessary documents.

Dental Services Provided

In this section of your invoice template, you will provide all the details of the dental services provided along with a short description of the procedure. Make sure to list each procedure separately, its unit price, and the total cost for each. If you are adding extra charges aside from the dental procedure (such as x-rays, antibiotic injections, materials, etc...), you should list them and specify each cost separately. You want to make this section as clear and easy-to-understand as possible for your patient.

Totals

When providing the total amount due, make sure to list separately the subtotal amount (cost of procedures plus miscellaneous charges), then add the applicable taxes, and the final amount due. If you include discounts, provide a short description (loyal customer discount, referral discount, etc...), and subtract the discounted amount from the subtotal before you factor in the taxes. It makes a bigger impact if you show the discounts in this section of your dental invoice instead of the service description.

Payment Details

This section plays a big part in getting paid on time. You want to let your patients know of all of the available payment methods such as checks, ACH transfer, online payments, or cash. Don't forget to include the corresponding account numbers, or mailing addresses for checks. This is also the place to let your customer know of any late fees and when it will be applied, as well as advance payment incentives or payment plans you may offer.

Notes

Finally, you can end your dental invoice template with a small personal note, an inspirational quote or thank you message for your patients. This will make your clients feel more appreciated and even encourage them to return for future dental procedures. You can also use this space to further promote your dental business by giving additional information on new or upcoming services, special promotions such as 'free teeth whitening on your next paid service' or discounted dental exams for their family.

Use Our Free Dental Invoice Template

With so much time invested into the success of your dental clinic, you probably don't want to waste hours figuring out how to design your own invoice template. Luckily you don't have to! Simply download Bonsai's free dental invoice template so you can create and send professional invoices within minutes.

Our invoice templates are fully customizable, allowing you to add a personal touch and adjust them to your business needs. This way you ensure consistency and quality, while reducing the time spent creating invoices whenever a dental visit is over. But that's not all! We offer many more administrative tools to help you run your business like a pro.

Bonsai is an all-in-one product suite that offers you a complete invoicing software that allows you to automatically create and send invoices, payment reminders, get read-receipts and even apply a late fee to overdue invoices. You can also find accounting tools to help you keep all of your paperwork organized for a smooth tax time.

Frequently Asked Questions
Questions about this template.

What's the best free invoice template?

The best invoice template is provided by Bonsai. The templates by Bonsai contain the client's name and address, the invoice date/invoice number, the client's job description, the client's payment information, and the amount or total cost of the services that must be paid.

Are there free invoice templates on Google Docs?

Google lets you create invoices from scratch or download pre-made ones. However, the billing software from Bonsai is far easier to use. Simply add your logo and the necessary information, then email the invoice.

How do I write my own invoice template?

Skip out on figuring out what to place on an invoice and edit one of Bonsai's free pre-made templates. You could send professional looking invoices in as short as 5 minutes.