Life Coaching Invoice Template

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

Life Coaching Invoice Template

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


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

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

Life Coaching Invoice Template

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

Life Coaching Invoice Template

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

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

You love helping your clients achieve their dreams, and you're good at it. You enjoy the one-on-one coaching sessions, the group workshops, and the speaking engagements. You're making a difference in people's lives, helping them see what's possible, and you're being compensated for it.

But then comes the paperwork. The administrative side of running a life-coaching business can be daunting, and creating a life coaching invoice may seem like just another hurdle to jump.

In this easy-to-follow guide, we'll show you how to create a life coaching invoice that's professional and compliant with the law. Let's get started.

What is a life coaching invoice template?

A life coaching invoice template is a document that you can use to bill your clients for life coaching services. It allows you to itemize the services you've provided, list the cost of each service, and calculate the total amount due.

Invoice templates help you keep track of your income and expenses, and they provide a record of the services you've provided to your clients -- and that's why invoice templates are a must-have in your coaching practice.

How to create a life coaching invoice template?

Here are a few easy steps you need to follow to create invoices that are clear, concise, and professional:

Step 1: Ensure you project professionalism 

Being a health coach  is a highly professional occupation. You are, after all, helping people make significant changes in their lives. As such, your invoice should reflect that professionalism.

That means using a clean, simple invoice template that is free of any typos or grammatical errors. The layout should be easy to read and understand, and it should include your business logo and contact information.

To create the invoice, you can use a word processing program like Microsoft Word or Google Docs. The problem with these programs is that it can be time-consuming to create a professional-looking invoice from scratch, especially using a Word document. Also, it can be difficult to find a specific pre-designed invoice template for your profession using Microsoft Word and Excel. If you're not a design expert, your invoice may end up looking amateurish.

Your best option is to download a professionally designed template for life coaches -- like Bonsai's. This will save you time and energy, and it will ensure that your invoice looks polished and professional.

Step 2: Include a unique invoice number

Every invoice you create should have a unique number. This helps both you and your client keep track of payments, date of service, and other important information.

You can use a sequence of numbers that increases over time. Alternatively, you can add letters in front of the numbers that signify a specific client (i.e., the client's initials). 

Be sure to include the year so that you can easily locate it for tax purposes later on. For example, if this is the first invoice of 2023, you might number it "2023-0001."

Step 3: Enter your contact details

On the invoice, you'll need to include your name, company name (if applicable), address, phone number, email address, and website. You'll also need to include the same information for your client. This helps both you and your client keep track of who the invoice is from, as well as providing a way to get in touch if there are any questions about the charges.

For instance, if you run a coaching tools company and you work with clients remotely, you may want to include your Skype username or any other business information so that your client can easily reach you.

Step 3: Include the date of service, invoice due date, and invoice date

Be sure to include the date (or dates) that the services were provided, as well as when you expect payment. You can also give your client a grace period, such as 14 days, to make the payment.

If you invoice weekly or monthly, you can include the statement "This invoice covers coaching services rendered from [date] to [date]."

Step 4: List out the services provided and their costs

On the life coach invoice, you'll need to itemize the services you provided and list the cost of each service. If you provided multiple services to the same client on different days, be sure to list them out separately.

For example, you might write "60-minute coaching session on goal setting: $120" or "30-minute phone call: $60."

If you offer discounts for package deals or prepayments, be sure to include those discounts on the invoice.

Step 5: Add up the total cost and any taxes due

After you've itemized the services and calculated the cost of each service, you'll need to add up the total cost. If you live in a country or state where sales tax is applicable, be sure to add that to the total cost as well.

For example, if the total cost of the services is $500 and the sales tax rate is

%, the total amount due would be $500 + ($500 x 0.05) = $525.

Step 6: Include payment terms

On the invoice, you'll need to include instructions or terms on how your client can pay you. If you prefer to be paid by check, money order, or PayPal, be sure to include that information. You might also want to give your clients the option to pay by credit card.

If you have a merchant account set up with a credit card processor, you can include your credit card information on the invoice. If you don't have a merchant account, you can use a service like Square or Stripe to process credit card payments.

Step 7: Include a late payment policy (optional)

If you plan to charge interest or late fees for late payments, be sure to include that in the invoice details. For example, you might write:

"Late Fees: A late fee of 12% will be applied to invoices that are more than 14 days overdue."

Step 8: Add a ‘thank you’ note

Showing appreciation for your clients is always a nice touch. You might want to include a thank-you note on the invoice or offer a discount for referrals.

For example, you might write "Thank you for your business! We appreciate your loyalty and look forward to continuing to work with you."

This will go a long way in building a strong relationship with your client who may refer you to other potential clients.

Download our free life coaching invoice template

Being a life coach is an incredible way to earn a living. You get to help people achieve their dreams, set and reach goals, and make positive changes in their lives. The paperwork, however, can be a bit of a pain. Creating your own invoices from scratch can take up valuable time that you could be using to coach your clients.

Our free invoice templates make it easy to create and send invoices to your clients. Simply download the template, add your logo and contact information, and start billing your clients for your life-changing services.

Get the free life coaching invoice template here.

Frequently Asked Questions
Questions about this template.

Does excel have an invoice template?

Create professional invoices with minimal effort using Bonsai's free coaching invoice template. Our templates are compatible with many file formats including excel, word and google docs. You can add your business information, logo, and other branding elements to send personalized invoices that get you paid faster.

How do I make a life coach bill?

Writing your own invoices can be a time-consuming task. To save time and make sure all important information is covered, use Bonsai's free invoice template. It's an easy and efficient way to create bulletproof invoices reducing the risk of errors. Plus, you can use our invoicing software to automate your whole billing process and get paid faster!

What should a coaching invoice include?

The perfect consulting invoice must clearly outline the amount of hours spent on the service, your client's contact details, an invoice number, date and payment terms. Use Bonsai's fully customizable free invoice template to make sure all these vital elements are always in place!