Financial Advisor Invoice Template

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

Financial Advisor 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.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Financial Advisor Invoice Template

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

Financial Advisor Invoice Template

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

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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 financial advisors, you are likely responsible for issuing invoices to your clients. Not only is issuing invoices a necessary part of your business, but it's also an essential task that financial advisors can do successfully with the right tools and techniques. 

In this article, we provide you with seven tips that will help you produce successful financial advisor invoices.

What is an invoice?

An invoice is a document of financial records, the details of goods or services provided by one party to another. It includes information about the seller, buyer, type of transaction, and other related details. Often, invoices are used as an accounting record to track transactions and determine profits/losses. Companies can also use them to collect payments from customers.

Invoices can be in paper or digital format, but they should always include all relevant information so that both sides know what was agreed upon during negotiations.

Furthermore, it's essential to keep copies of your invoices for future reference if there are any disputes between you and your customer. The copies invoice will help speed up the process and avoid potential misunderstandings.

Why do businesses need invoices?

Businesses need professional and detailed invoice to track their money and receive customer payments. That's why it's essential to follow a specific format when creating them. 

Make sure it looks professional and is a detailed invoice. Additionally, The financial advisor can use invoices to improve customer relationships and track expenses. 

Tips for a successful financial advisor invoice template

The financial advisor invoice template is an important document that financial advisors can use to document services provided. The financial advisor invoice template should be clear and concise and include all pertinent information: account number, client's contact information, Etc. - to make it easy for the customer to understand and for payment to be processed.

Here are seven tips for successful invoice for a financial advisor:

1.Keep it simple 

When billing for services as a financial advisor, it's essential to keep things as simple as possible. Specify the date and time of all the services/products delivery in detailed invoices, so there are no misunderstandings about when it occurred.  

Include information about what was delivered and how much it cost. The detailed service cost will help the recipient calculate the amount they need to pay. 

2.Use headings and subheadings.

Write your professional invoice template in clear and concise language. Well-organized invoices will help to minimize misunderstandings between both parties involved.

Also, ensure that you have a copy of your invoice handy before sending it off. This way, there are no chances of difficulties with billing due to lapses on your part! 

If necessary, break down information into smaller paragraphs for easier reading. Place details at the top of the page, so they're easy to spot and understand. The detailed information includes the date/time, name(s) of the person(s) receiving the invoice, etcetera. 

3.List the items and prices for each item.

Ensure the items and prices are clear and concise, so there is no guesswork involved in the payment.

4.Include contact information

Make sure to list your contact information on the invoice so the client can reach you easily.

5.Use clear and concise language.

Use clear-concise language that everyone can understand. Also, include all relevant information on the invoice - this will help improve customer satisfaction. Make sure you send invoices promptly and always keep track of payments, so there are no unpleasant surprises later on!

6.Follow the standard format.

The invoice with a standard format will make it easier for clients to understand and process the information correctly. Always list all the details of services rendered in the correct order. 

7.Send your invoice as soon as possible.

Regarding billing and invoice management, ensuring everything is done properly and timely is of utmost importance. 

Prepare electronic financial advisor invoices.

Most businesses use electronic invoices to keep track of their finances and ensure accuracy. Electronic invoicing can save you time, money, and hassle by automating creating, sending, tracking, and reconciling your business expenses.

Many benefits of electronic invoices include:

Time Savings

By eliminating the need to print or file paper bills each month or week, you can have valuable time that you can use for more important tasks. Electronic invoices also reduce environmental impact because it's paperless.

Reduced Error Risk

An error could happen when bills are created manually or scanned into a computerized system from various sales receipts and other documentation sources scattered throughout an office or workplace (e.g., contract negotiations). It leads to inaccurate accounting results or even legal actions against your company.

With electronic billing systems in place, the error risks decrease since all data entry occurs within a few well-defined parameters – significantly minimizing human error.

Efficient Financial Management

Once your accounts receivable have been bundled according to category (e.g., product sales, service contracts, consulting agreements), it becomes easy to see how much money you're owed in specific categories. The categorization is invaluable for planning your business operations and budgeting future expansions or additions.

Due to the obvious benefits of using electronic billing systems for financial advisors, your company must have everything in place to support this workflow – from invoicing software to scanning and data entry devices to a reliable internet connection.


What should my financial advisor invoice template look like?

Here is a professional invoices template that financial advisors may use when consulting with their clients: 

  • Client's name, Date-Time, Call type (e.g., phone consultation, in-person consultation, meeting) 
  • Topic covered (e.g., stock analysis, retirement planning, estate planning) 
  • Service rendered (e.g., financial planning services, investment advice, financial due diligence, client's investment account) 
  • Fee(s) charged for services rendered. Tax information, if applicable.
  • Invoice issuance date
  • Payment method and Payment terms

You can find many free downloadable finance invoice templates by Bonsai.

How can I get my invoice payments cleared quickly and easily?

When chasing client payments, it's essential to clear your invoice payments quickly and easily. You can try to speed up the payment process by doing things like paying attention to the details and being organized, or you can do the following tips:

Save copies of your invoices for future reference.

The copies of invoices will help you in terms of tracing payments and getting a better understanding of your financial situation. 

Use plain language and easy terms when drafting invoices.

The easy language will make payment processing easier for you and your customers because they can understand the invoice at a glance. 

Make sure your invoice template is comprehensive and easy to understand.

The comprehensive invoice will help avoid any misunderstandings or delays with payment processing. 

List all the items on the invoice in an easily readable format.

The listing items include prices and taxes and list any applicable discounts or coupons you're offering. This will help encourage your customers to pay you on time!


Creating invoices is an integral part of running a business. Not only do invoices help companies to keep track of their finances, but they also serve as a form of communication between companies and their customers. 

By following these seven tips for creating a successful invoice template, you can ensure that your business gets paid on time and avoids common invoice mistakes.

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