Free Interim Invoice Template

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

Free Interim 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.

Free Interim Invoice Template

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

Free Interim 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 a freelancer, invoicing is one of the most important administrative tasks you need to manage.

It’s how clients know the work is done; it’s how clients know what work you have completed; it’s part of your overall accounting system that tracks the work you did and the payment received; and most importantly, it’s how you get paid.

As a freelancer, you probably take on different types of jobs. For a small, one-time job, a regular invoice at the conclusion of the work will suffice. But for larger projects, in which you’ll be spending months of your time, you won’t want to wait until the end of the project to get paid. 

That’s where an interim invoice is valuable.

An interim invoice is how you break the payment for a project down into multiple payments. And if you’ll be doing large pieces of work on a regular basis, it would save you time to have an interim invoice template.

Interim Invoice Template
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So whether you use a professional freelance service or you handle all your administrative work on your own, let’s explore the 4 things you need to know about an interim invoice template.

1. What exactly is an interim invoice template?

An interim invoice template is a document that you can use anytime you take on a large project covering several months or pay periods. By having a template ready, you can simply open the document and make a few changes before sending to your client.

The interim invoice is a system of splitting a large project into multiple payments, which usually correspond to the completion of specific parts of a project, to milestones in the work, or to an agreed upon payment schedule. They are sometimes called a progress invoice.

An interim invoice is not the same as a recurring invoice, which is intended for use when you complete the same type of work on a regular basis, such as what would happen when you enter into an agreement to work on a retainer.

2. What should be included in an interim invoice template?

While an interim invoice is slightly different than other types of invoices, there is some information consistent across invoices that you can include in your interim invoice template.

For instance, you’ll need to have your business and contact information, a logo and website if appropriate, and how you accept payment.

You’ll also need a spot where you will insert the client’s business information, contact information, and the person to whom invoices should be directed.

You’ll also need a spot for an invoice number, as well as two dates that you will update each time you create an invoice: the date the invoice is issued and the date that payment is due.  And then there are the spots reserved for the work done, the amount due for each service, any extra costs like expenses and taxes, and the total amount due.

Payment terms should also be clearly outlined on your interim invoice template. These should be the same for every client and every amount of work you do.

Interim Invoice Template Sample
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3. What information is specific to an interim invoice template?

Since interim invoices cover off large projects, your template will likely have to be updated each time you need an invoice. However, if you do project work on a regular basis, you can create an interim invoice template for each client, so that the customer information is part of the template and doesn't have to be updated every time you create an invoice.

Each interim invoice is usually based on the proposal or contract document that outlines specific milestones and payment schedules for the project. The schedules are usually derived from the project estimate that you and the client have agreed upon, and most often include payments on a monthly or quarterly basis.

Then you simply open your interim invoice template, update the necessary information such as date and invoice number, and insert the work completed and the necessary fees that are due.

The actual payment due may be based on specific work being completed. Or, perhaps you and the client have agreed that you’ll receive the same amount of money at certain times during the project, meaning your interim invoice template can have the same payment information, making the invoicing process even quicker.

4. Why is it beneficial to have an interim invoice template?

If you do larger projects for clients on a regular basis, having an interim invoice template will speed up one of your most important administrative tasks. You’ll be able to simply open the template, update a few areas, and send the invoice off to the client.

For large projects, an interim invoice system helps you to maintain a steady cash flow.

You won’t have to wait for the conclusion of a large project to get paid, particularly if it’s one that is taking much of your time and preventing you from working for other clients. 

Having an interim invoicing system can be positive for clients too, giving them more flexibility in taking on large projects. If your client is a small business, for instance, they won’t have to pay up front for a large project. Work can be broken down into more manageable chunks, including the payment for that work. 

Interim invoices also help ensure you actually get paid. As you invoice a client regularly, you’ll find out quickly if there are any payment issues. You wouldn’t want to finish a  large project only to find out the client is delinquent at paying for services. 

If the client is delinquent with interim invoices, you can deal with the problem before you have spent too much time with one client. As the client pays you consistently, you can be confident you’ll be paid in full. On the flipside, if you have contacted the client about non-payment and it continues to be an issue, you can make the determination to cancel the project before you have put in the full amount of time and effort.

Clients are also reassured that the work is getting done, since you’re submitting work on a regular basis before you get paid, making interim invoicing a win-win for you and your clients.

Frequently Asked Questions
Questions about this template.

How do I make my own invoice template?

You can spend the time to create an invoice on a blank document or you could use an invoicing software like Bonsai. Bonsai let's you customize a template to add a unique identifier number, business name and address, date of the invoice, description of the job, payment information, and the total cost of the required services.

What is the best format for an invoice?

The templates provided by Bonsai contain a unique invoice number, the client's name and address, the invoice date, the client's task description, the client's payment information, and the cost or total cost of the required services.

What is the best free invoice template?

The best free invoicing template is provided by Bonsai. Our software lets you customize one of our professional looking templates, set up recurring payments, request partial payments and automate the entire process.