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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Free Marketing 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

What is a Marketing Invoice?

A marketing invoice is a document outlining the breakdown of payments due following a marketing project. This invoicing document lists all the marketing services you’ve provided within the agreed project scope, along with the pricing for each service. 

Perhaps this might be working on spicing up your clients’ social media presence or building their authority through thought leadership blog content—the spectrum of marketing services is pretty vast. 

Before starting any new project, you’ll likely want to share a proposal and contract with your client to get the ball rolling. These documents—especially the legally-binding contract—spell out the agreed scope of work for every project and contain the final pricing for every service. 

So, when the time comes to invoice your client, it’s easy to check back on what was initially agreed

Although you’ve got all the info you need, making invoices manually for every client, every month, can get tedious. Creating these documents from scratch for every new project is a waste of your time. 

With a marketing invoice template, you can avoid the hassle. A template gives you the basic foundations of an invoice—all you have to do is fill in the project-specific details.

Note: Sign up to Bonsai today to start creating your marketing invoice, and join the 500,000+ freelancers and SMBs already streamlining their business processes with Bonsai.

What to Include in the Marketing Invoice 

If you’re new to invoicing, this might seem daunting—your pay depends on your invoice, after all. Don’t fret, once you get the hang of it and draft up a detailed marketing invoice template, invoicing quickly becomes child’s play. 

Let’s look at those essential elements for a perfect marketing invoice template:


The first section of your invoice should cover all the necessary details about you and your client. This can include your name, contact details, and address and your client’s business name, contact, address, and billing information. You can add any additional information, like sales tax details, as well. 

Your invoice should also include the issue date, payment date, and invoice number. This part is important for the sake of keeping everyone’s records tax-ready and helps with receiving your payment on time. 

List of services 

Right after the overview, you can jump into the nitty-gritty of your marketing invoice—the items you’re billing for. This is naturally the most important part of your invoice template since this section itemizes every service you’ve completed within the project scope. 

The best way to list down your services is in a simple table. This neatly organizes all the points of information, such as:

  • Services contracted
  • Charges for each service 
  • Any tax inclusions 
  • Any comments 
  • Total price

Bonsai Top Tip: To make things easy for both you and your clients, include a brief description of the items you’re charging for in your invoice template. The easier this breakdown is to understand, the quicker your client can pay you. 

Remember, invoicing is a part of the overall client experience with you and your business. Keep delivering smooth experiences and make your clients job that much more joyful. 


Once you’ve listed down all the services, the next section of your invoice sums up the total price of the project. Carefully calculate the sum of all the inclusions—don’t forget to double-check this part before sending the invoice across if you don’t have a tool that automatically does it for you—ahem, Bonsai.

A payment due date on your invoice will help ensure you’re paid on time.

Bonsai Top Tip: It’s also best to include a clause for late payments in your marketing contract to add more weight to this due date.

Payment terms 

You’re now at the final part of your marketing invoice template—your payment terms and policies. 

Your invoice should include a list of all accepted payment methods—your bank transfer details, PayPal ID, or any other payment details. More flexibility when it comes to payment options can improve your client’s experience. 

The last step to wrap up your invoice creation process is a quality assurance check. Proofread your document and check for any errors before sending it your client’s way. Until the document ticks all the correct boxes your client has the grounds to reject it.

Bonsai top tip: Include a thank you note for your customers to convey your gratitude. This helps in adding a touch of personalization and delivers a better positive impact. 

How to Write a Marketing Invoice 

Before you dive right in, let’s explore some tried-and-tested tips to create the perfect template.

Here’s a set of best practices to draft stellar templates for your marketing services:

Build trust with professionalism

Digital marketing invoices play a crucial role in building a client’s trust in their service provider. If the invoice design isn’t up to scratch, your brand value will drop in the eyes of the client. 

Before you start drafting your invoice, come up with a professional layout. Instead of simply putting together all the details in a plain document, create an elegant invoice template that highlights your creativity and aligns with your branding. 

A well-structured invoice template goes a long way in building a client’s confidence in your services and creating a lasting impression for your marketing business.

Be clear and descriptive 

Contrary to popular belief, invoices aren’t just rundowns of the services rendered to the clients. A professional invoice clearly itemizes all marketing services and defines each service so client’s know what they’re paying for. 

Create a marketing invoice template with the goal of being as clear as possible. Make sure to highlight the subtotal and draw attention to the payment method—this way everything’s super clear.

Organize the details

Hopefully, you’re sending quite a few invoices each month.  Even if you’re new to the game, you need a digital marketing invoice for every official project you complete. 

It’s easy to get confused—especially when trying to organize everything yourself via Google docs, so make sure you’ve got a solid organization structure if you’re handling invoices out of an invoice management tool.

Plus, you need to organize all the information properly in your marketing invoice template. Whether it’s the unique invoice number, client details, or invoice date—make sure everything has its home in your invoice template. The invoice number is particularly important to track a status, send payment reminders, and add late fees. 

Add a personal touch 

Besides getting you the payment you deserve for all your work, an invoice can also end up being the final touch point with your client. 

You can customize your invoice templates with a small personal note at the end, thanking your client for their trust in your business. This is also a great place to encourage a repeat purchase with a discount coupon or note for hope of continued work. 

Creating a Marketing Invoice is Simple with Bonsai 

Designing your own digital marketing invoice template is no small feat. Factoring in so many elements and piecing it all together into a professional design isn’t exactly riveting, but it is necessary.

Leave it to Bonsai’s marketing invoice template to do the heavy lifting for you. These expertly curated invoice templates have everything you need to include in your invoices. Plus, it’s super simple to get started:

  1. Sign up to Bonsai for free
  2. Choose a free invoice template that matches your style
  3. Customize and modify it for every client 

Working with Bonsai is simple and efficient. Browse through hundreds of templates for proposals, contracts, invoices, and more to simplify and streamline all the documentation for your business. 

Marketing Invoice FAQs

What is an invoice in marketing?

A marketing invoice is a document itemizing the services offered by a business or freelancer to their client. This dated document includes a detailed record of each service completed within a given time span and the total amount to be paid. 

Besides a rundown of these services, it also includes details about the client’s business and billing information.

How do I write a marketing invoice?

Creating a marketing invoice is easy when you follow these tips:

  • Build trust with a professional design
  • Be clear and descriptive
  • Stay organized
  • Add a personal touch

Keep you and your client’s interests in mind when drafting any invoice. The task is a lot easier when you have a digital marketing invoice template—try a template from Bonsai today.

Frequently Asked Questions

Questions about this template.

How do I write a marketing invoice?

Customize Bonsai's marketing invoice template for free. Add your contact information, company/ client details, payment info, terms of services, costs logo, and you'll be good to go.

How do I invoice a marketing consultant?

Bonsai's marketing invoice template takes the headache away from invoicing. We provide a marketing invoice template where you can bill for your hours worked, list your services, state your payment terms, invoice/due date, contact information, invoice number, and price for services.

How do you bill a marketing service?

Create an invoice using Bonsai's marketing invoice template with a description of the work performed, the price agreed upon, the invoice number, and payment details. Customize and send professional invoices today.