Template

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

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 Fillable Invoice Template PDF

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

“My best friend in scaling my business

Like putting my finances on auto-pilot”

Bonsai does the hard work”

Everything is streamlined”

Huge timesaver”

It’s been the most stress-free year of my life!”

I feel more confident”

Backbone of my business”

“So simple”

“Clients love how easy my systems are

A must-have!”

“I do less admin and do more of what I love

“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
Fillable Invoice Template
Use this fillable invoice now for free

What is a Fillable Invoice?


A fillable invoice is an official business document used to bill a customer for goods and services on a recurring basis. When you use a fillable or blank invoice form, you can bill clients faster with less stress. A standard fillable invoice template gives you the flexibility to modify and include any elements that suit your branding style and business practices. 

Note: You can start billing your clients right away when you sign up for Bonsai and download our free fillable invoice template PDF.

What to Include in the Fillable Invoice Template


You should always personalize your blank invoice form to meet your business requirements. In fact, it’s ultimately up to you to decide which relevant information you should include. 

For example, a construction invoice template would look very different from someone who paints live wedding portraits. The product descriptions, payment methods, and pricing could all vary.

With that being said, there are a few basic elements that you should include in any professional invoice.

A Professional Header

If you want your free basic invoice template to look more professional, you should always take the time to customize your header. This is the perfect place to include any of your freelance business’ branding elements

At a minimum, your invoice template header should include the following information:

  • Business Name/Freelancers Full Name
  • Business Logo
  • Business and Customer Contact Details
  • Invoice Number
  • Invoicing Date
  • Product/Service Details

Itemized List of Products or Services

All invoice templates should reflect the specific products or services rendered by your business. It’s crucial that you include a brief description of each product or service for clarity and easier reporting. 

This section is also where you would detail the number of goods purchased or hours you worked. You may have to adjust free invoice templates so that the categories accurately reflect your business.

Total Amount Due and Due Date

When your customer looks at their invoice, they should clearly see the grand total amount due. It’s important that you set it apart from any other subtotals, tax information, or rates of service.

In addition, you should highlight the payment due date. While it’s entirely up to you to decide your preferred timeframe, 30-45 days is standard for professional invoices.

In some cases, you may prefer to get paid fast. Therefore, you could say that payment is simply due upon receipt of the PDF invoice.

Payment Terms and Conditions

Finally, you need to ensure that your invoice template PDF details your payment terms and conditions. Since every business handles payment differently, it helps your customers see exactly how to pay you.

This section of your invoice form should detail your preferred payment method as well as any late fees. We suggest that you also include any discount offers for future sales invoices. 

If your small business provides products, we also recommend adding any applicable return policies. Doing so can prevent any conflicts down the line.

How to Write a Fillable Invoice 


Whether you are going to print or save the document in PDF format, we know that creating your own invoice template can be overwhelming. Despite looking so simple, there are a lot of considerations that go into writing a fillable invoice. We encourage you to follow the steps below to create professional PDF invoices.

Choose an Invoice Type 

Before choosing which details to include in your invoice template, you need to know what type of invoice form you’re dealing with. The most common invoices include:

  • Proforma or Bids as a Preliminary Appraisal
  • Interim Invoice for Long-Term Projects with Periodic Payments
  • Recurring Invoices for Repeat Customers with An Account
  • Past Due Invoices for Late Payments with Interest
  • Final Invoice for Complete Project

Record Your Products and Services

If you are invoicing a client for products, it’s much easier to record the inventory sold. You can then fill out the PDF invoice template to reflect the number of units. 

Freelancers who are charging for services need to create an accurate record of the number of hours worked. You also have the option of invoicing based on a flat rate. In any case, you need to record all the work you do so that you can fill out the free template properly.

Decide How You Want to Get Paid

Prior to sending fillable invoice templates out to customers, you need to have a clear idea of how you would like them to pay you. You could choose to allow online payments with credit cards or ask them to mail a check to you. Only you know which option is going to work best for your business.

Note: Bonsai invoicing allows you to automate everything: from creating your invoice using a fillable template, to, sending and reminding. Even automatic late fees.

Customize a PDF Invoice Template

Most small businesses start with an invoice template. You can create a blank invoice from scratch, but the process is a bit more time-consuming. 

We recommend choosing an invoice template PDF that allows you to edit the description, hours worked, unit price, and more. You can then save the file format to reuse over and over.

Creating a fillable invoice is simple with Bonsai Invoice Templates


While you can certainly use Google Docs, Microsoft Word, or Excel to create a PDF invoice from scratch, Bonsai’s templates do all the legwork for you. When you download our fillable invoice templates, you can immediately see the benefits.

Integrated Payments

Not only do we allow you to customize your payment due date, but we also make sure that you get paid fast. How? We offer integrated online payments with all of our invoices so that you get your receivables as soon as you send invoices.

Automated Reminders

You can schedule and send professional reminders to your clients with our invoices. We can remind them to check their email for an invoice if they haven’t opened it yet, and we can even remind them to make their payment by the due date.

Customized Branding 

Our free printable invoice templates make customization simple. You can effortlessly personalize the document colors and header to fit your company branding.

Flexible Formats

We make it easy to create invoices that fit each case individually. From the line items to the cost of your services, you can simply fill out the template and generate an invoice for any client.

Fillable invoice FAQs


Do you still find yourself having questions about creating an invoice template? If so, you’re not alone. We encourage you to read on to get answers to some commonly asked questions about free invoicing templates.

Do I Need to Add Taxes to My Invoice Form?

This is a complicated question to answer, but most product-based businesses will need to include tax calculations in their PDF form. Additional documents may also be required to collect sales tax in the first place. 

Most freelancers won’t need to collect sales tax if they provide services. However, there are many exceptions to the rule based on the type of service you provide and your state.

We recommend that you speak with a local tax accountant to learn more about which taxes you need to include on your form. They can provide you with a more accurate answer and let you know if you need to fill out anything else.

Do I Need to Include Harmonized System Codes in My PDF Invoices?

Again, the answer will depend on the specific circumstances of your business. In most cases, however, you will need to include the HS number if you are doing business in other countries. This practice will typically help with your customs declaration so that your products go through smoothly.

Note: The HS code you use in the export country could be different than what your customer’s import country would use. This discrepancy could cause a delay.

If you are not sending invoices internationally, you generally won’t need to include an HS number on your PDF invoice template. To be certain, we recommend speaking with an expert at the International Trade Administration.

Frequently Asked Questions

Questions about this template.

How do I create a fillable invoice?

Try Bonsai's fillable invoice template with an invoice number, the name and address of the client, the date of the invoice, the client's job description, payment information, contact details, and the amount or total cost of the services requested.

Is there an invoice template in Google Docs?

Using Google Docs, you may either download one of their templates or start from scratch and produce an invoice. But the invoicing program from Bonsai is a lot better. Simply provide the necessary information, contact info, include your logo, and send the invoice.

What is the best free fillable invoice template?

The easiest way to give clients expert billing requests is with one of Bonsai's free marketing invoice templates. You can send partial payment requests, set up recurring payments, and fully automate the process with our invoicing software.