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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Finance 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

As an independent financial advisor, you put in a lot of effort into getting clients, coming up with the best strategies to manage their finances, and ultimately ensuring the best cash flow for them. But you're not only handling your client's money. You must also stay on top of your business finances, and having an efficient invoicing process is a very important aspect that you must not treat as a last-minute duty.

While it may be a time-consuming task, sending professional invoices can help you get paid faster, build a trusting relationship with your clients, and even get more business. But don't worry, you don't have to spend hours writing and proofreading your invoices to achieve this. Instead, you can create your own finance invoice template that you can easily fill in with client-specific details and be ready to send the invoice out in minutes.

Let's go over the important information invoice templates must cover.

Note: Step up your invoicing game with Bonsai's all-in-one product suite, with administrative tools specially designed for freelancers and small business owners. Get the best free templates, project tracking, accounting software and more!

Essential Element of a Financial Advisor Invoice Template

When creating your finance invoice template, you want to make sure all line items are clear and easy to understand for your clients. At the same time, ensure that all business-related information is in place to make your payment tracking and accounting process easier. For a functional and efficient invoice template, include the following essential elements.

Business Information

Start your financial advisor invoice template with a section for your contact information starting with your full name (and business name if registered differently), street address, phone number, email address and website. You may also mention any specialized services you provide such as real estate investment, retirement planning, or small business planning.

For more professional invoices include your financial advisor business logo, professional certifications, industry-related imagery, and any other branding elements you consider appropriate.

Client Information

Next, add a section for your client's information such as full name, phone number, billing address, and email address if you want to send out a digital invoice. If you have a client database, include their ID number as well as the client's investment account number to make it easier to track their payments and keep your paperwork organized.

Invoice Number and Date

It's important that all of your invoices are numbered as this will help maintain a well-organized accounting process, not to mention if you have corporate clients they will probably not accept the invoice without an invoice number. Include as well the invoice date (when it was sent out, not created), which you will use to determine the payment due date and apply late fees accordingly.

Financial Services Provided

You must leave enough space on your invoice template to provide an itemized list of the financial services you provided such as consultations, market research, account monitoring, etc. Include a short description of each service, along with your hourly rate (or flat rate), amount of hours worked and the total cost. It's a great idea to include your hourly timesheet to keep your charges completely transparent for your client.

Use this section to specify any financial products sold to the client such as insurances, stocks, etc., by also providing a short description, unit price and total cost.


The totals section of your invoice template must have separate lines for the total cost of services and products before taxes (subtotal), then add the applicable taxes and specify the total amount due. If you are providing any discounts for financial hardship, package deals, first consultation, etc., make sure to highlight it in this section by subtracting the discounted amount from the subtotal. Don't forget to also include a short description so your client knows where the great deal is coming from.

Payment Details

Providing crystal-clear payment details and instructions can truly make a difference in getting you paid faster. You want your clients to be aware of all accepted payment methods such as checks, cash, debit/credit card, ACH transfers or online payments like PayPal or Stripe. Include all corresponding account numbers, payment links, and mailing address for checks.

Use this section to disclose your payment terms such as invoice due date, late payment penalties, partial payments and any payment arrangements you might offer. You may also mention early payment incentives or refund policies.


If you have extra space at the end of your invoice template, include a section to leave a thank you message or personal note for your clients. Let them know how much you appreciate their business and look forward to working with them again in the future. You can also encourage referrals, good reviews, or even more business by offering a discount on an additional service. You're already taking the time to send out a document right? Might as well make some more money off of it.

Use Our Free Professional Invoice Template

If you don't have extra time to spend on creating your own invoice template, simply download Bonsai's free invoice template specially designed for financial advisors. Our invoice templates are super simple to customize and will easily fit your business needs to ensure you can create professional invoices with minimal effort.

Once you have personalized your free invoice template to your liking, save it in your preferred file format (pdf, google docs, word, excel, etc...) and use it to bill all of your clients consistently. You can also link several payment options so your customer can choose what's more convenient for them and you can easily access your funds. But that's not all Bonsai can do for you...

Save time and do business like a pro by using Bonsai's complete invoicing software to automatically send invoices, payment reminders, get viewing notifications, and apply late fees when your customers don't pay on time. You can also use our accounting software to get income reports, identify write-offs, track expenses and be prepared for a smooth tax season.

Frequently Asked Questions

Questions about this template.

What is the best free invoice template?

Bonsai is the best template on the market for invoices. Our templates come pre-made, ready to edit and allow you set up recurring invoices so you can automate the process.

Is there an invoice template in Word?

Word lets you create invoices from scratch or download pre-made ones. However, the billing software from Bonsai is far greater. Simply add your logo and the necessary information, after which email the invoice.

Can I create my own invoice?

Sure, but you'd save a lot of time by using Bonsai's pre-made ones. Just add your contact information, the invoice number, the company logo, the clients' contact information, a list of the services you provided, and the total cost.

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