IT Consultant Invoice Template

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

IT Consultant 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.

IT Consultant Invoice Template

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

IT Consultant 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

IT business consultants have to send numerous invoices for their services, which is why an IT consultant invoice template is necessary. The better-written your consultant invoices are, the faster you will receive payment.

But how do you write a consulting invoice? And how do you make sure that it is written effectively so that you get paid quickly? Read on, and you will find the information that you need.

Why Use a Consulting Invoice Template?

As someone providing consulting work, you have to bill for the services provided - and for that, you will need a consulting invoice. However, when you have unlimited invoices to send out, it can be hard to write them down from scratch every time.

Invoicing software can help you save time so that you can focus on the services provided instead. A consulting invoice template will have all the basic boxes and information so that you know you don't miss anything.

This is where a consulting invoice template comes in handy. There are numerous financing platforms and institutions such as Hello Bonsai that can offer you a free invoice template each time you have to receive a payment.

Formats of IT Consulting Invoice Templates

When it comes to IT invoice templates, there are several formats that you can use. Professional invoices are often sent out in the following form:

Microsoft Word or Google Docs

A consulting invoice template created in Google Docs is very easy to customize and you can even add a personal touch if you want to. You may change fonts, add colors, or even insert your company logo.

Microsoft Excel or Google Sheets

If you have calculations to make, such as applications to the hourly rate, or calculating total applicable taxes, then you may want to consider an Excel or Google Sheets invoice. These will do all the math for you.

PDF Documents

Those sending consultant invoice templates by email might consider using the PDF format. This should help prevent any unwanted edits, especially if you password-protect it.

How to Write a Consulting Invoice

When writing your invoice template, there are certain steps that you will need to take. Whether you are using a free invoice template or are writing it yourself from scratch, here are the steps that you should follow:

Put Down Your and Your Client's Information

Your clients should clearly see who is sending them the invoice, and you also need to keep track of your consulting invoice templates.

Put down relevant information about yourself and the client. This can include the business name, contact details, the invoice number, and all the details you may find relevant.

Describe the Services of Your Consulting Business

An invoice will help you get paid for your specialized expertise. As a service provider, you know exactly what you are getting paid for - but your client may not know that.

For that reason, you should describe the work provided in the invoice, including project details as well as the hourly rate. These details need to be talked about and agreed upon before handing out the completed invoice.

Calculate the Payment Due

Calculate the payment due for your consulting services, as well as the due date when you expect to get paid. Don't forget to also calculate the taxes and ensure the payment or invoicing terms are as clear as possible.

Receive Your Payment for Services Rendered

Now that the invoice is done, it is time to send it to your client and get paid. There are several banking platforms that you can use, such as Bonsai, which can help you receive your money very fast. Bonsai also helps you to create an invoice, simplifying your task.

Tips on Creating a Consulting Invoice Template

When providing consulting services, you need to make sure you send invoices that reflect your abilities. Here are some tips to keep in mind.

Create a Timesheet

As someone providing consulting work, you will probably bill clients using hourly rates. As a result, you may want to keep a timesheet for your service and attach it to the consulting invoice. This will help you keep track of your billable hours.

Be Clear About the Due Date

If you are sending out an invoice, then you probably expect to be paid on time. As a result, the payment terms should also include a due date. This will encourage your clients to pay their bills on time.

Add an Expense Report

Your consulting service may also incur extra expenses. For example, you may need to travel a longer distance, or there may be on-site expenses that could not be avoided. In that case, you should add an expense report to your consulting invoice template, just so your clients know what they are paying for.

Accept Multiple Payment Methods

The world is continuously changing, which is why you need to make sure you accept multiple payment methods. Cash is good, but most people like to pay digitally now. You can use Bonsai, for instance, as it allows you to get paid through debit card, credit card, and ACH. The more methods you add, the faster you will get paid.

Customize Invoice and Add Personal Touches

When sending out consulting invoices, you need to show your client that you paid close attention to their requests. Personalizing your invoice template is a good way to do that.

Whether it involves a special request from your client or a personal note from you, this will be significantly appreciated. You may also want to add unique factors, such as an invoice number especially created with your client in mind.

Send It to the Customer as "Attention"

If you are providing consulting work to a larger company, you should also add an "Attention to" when you are writing your invoice. This way, you will be certain that the consultant invoice does not land on the wrong desk.

The Bottom Line

Sending out a consulting invoice after each project may seem like a bothersome task especially when you are busy with other projects. A consulting invoice template should help simplify matters, as it will give you a base to work on.

Frequently Asked Questions
Questions about this template.

How do I make a consulting bill?

Start by modifying the Bonsai invoice template. Afterwards, edit your contact information, the invoice number, the company logo, the clients' contact information, a list of the services you performed, and the total amount after that.

What is the best invoice template?

The ideal method to send clients professional billing requests is using one of Bonsai's free invoice templates. With the aid of our invoicing software, you can streamline the entire process, request partial payments, and set up recurring payments.

Can I create my own invoice template?

Bonsai's templates saves you the time from making your own. Just edit the unique invoice number, company name and address, date of the invoice, description of the job, payment information, and the overall cost of the tasks required.