Notary Invoice Template

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

Notary 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.

Notary Invoice Template

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

Notary 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.

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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

Your services as a notary public are essential to preventing fraud by certifying the credibility of the signers on important documents and transactions. You put a lot of time and effort into running your notary business professionally, and you deserve to get paid on time for all your hard work. Equally, your clients deserve clear and detailed invoices that reflect your professionalism and reassures they are getting what they are paying for.

Especially if you are running your business solo, you know administrative tasks like invoicing can take up a huge chunk of your day, and the last thing you want is to spend unbillable hours creating invoices for each of your customers every time a payment is needed. This is why having a well-designed notary invoice template can be a real game-changer.

By having a pre-filled form that you can easily adjust to the type of job and client, you'll save time while still having a solid invoicing process that ensures you get paid on time. The success of your notary public invoice template lies in the elements you include in it, and you want to make sure all important details are covered every single time. So let's go over the important information you must include.

Essential Elements of a Notary Invoice Template

When creating your notary invoice template, it's important to include all the expenses, contact details, and various types of payment options to ensure you get paid faster and keep a healthy relationship with your clients. Here are the basic but essential elements to include for flawless notary invoices.

Business Information

First, your notary invoice template should include your information such as your full name (or business name if it's registered differently), phone number, and business address. You can also add to this section by mentioning any specialized notary public services you may provide (affidavits, wedding officiant etc...). To personalize your invoice template further and make it stand out, add notary public imagery, or your own company logo if you have one.

Invoice Number and Date

All of your notary invoices must have a unique invoice number. This will help you keep better track of payments and have more organized paperwork for tax time. Also, include an invoice date, which should be the date the invoice was sent out, not generated, so that you can determine a payment due date, apply any late fees, and give your client a sense of urgency to make a prompt payment. The invoice due date can be specified here, or later in the payments section.

Client Information

Next, include a section for your client's information such as full name, phone number and address. If you are sending out an electronic invoice, add the client's invoice number. If appropriate, you can also include the name of any witnesses as well as their contact details.

Notary Services Performed

In this section, you want an itemized list of all of the notary services provided. Make sure to specify the type of service, for example validating the contents of a safe deposit box or a vehicle identification number, or the document notarized. Add the necessary details to explain this section without going overboard as this will help prevent any confusion as to what is being paid for. These details could be the date of signing, or the venue/location of the notarization.

Other Expenses

If you provided any additional services that led to added expenses, include a short description separately after listing the services provided. These can be charges for photocopying or faxing, documents courier services, travel expenses and after-hours or holiday services provided for an additional fee (previously agreed with the client). It's important to explain this section in detail to avoid misunderstandings with your client which can also lead to a delay in payments.

Totals

The totals section of your notary invoice template should include separate lines for the subtotal amount, the applicable taxes, and the total amount due. You can also list any discount you may provide for a high-work volume or returning customer. If you do so, add it as a negative number after the subtotal, making sure to specify what the discount is for, and then factor in the taxes. You don't want this discount to go unnoticed, so feel free to highlight it in a different color for more impact.

Payment Information

Your notary invoice template must give your clients clear payment instructions, providing them with all accepted payment methods. Let them know if they can pay with a check, direct bank transfer, electronic payment (Venmo, PayPal, etc...), and don't forget to provide the account numbers, and account holder's name. As part of your payment information, you can also mention any late fees that may be applied after the invoice due date as well as any incentives you may offer for early payments such as a discount on the next service.

Notes

Professional notary invoices usually include the terms and conditions of the business, privacy policy, and even a personal note to thank the clients for their business. Make sure to leave a section for these types of notes at the bottom of your notary invoice template. Take advantage of this space to show a more friendly side of your business, leaving a great impression and increasing the chances of a return or referral. Don't forget to sign off with a signature.

Use Our Free Notary Invoice Template

Don't have the extra time to create your own notary invoice template? Don't worry, sending out professional invoices has never been easier. Skip the hassle of excel or Google sheets and just download Bonsai's free notary invoice template. You'd be able to send unlimited invoices and get a customizable notary invoice template.

Just add your payment terms, contact details and print your invoice transaction out. Finally cross this tedious task from your to-do list.

You can customize your free invoice template in a matter of minutes to reflect your personal style and meet the specific notary public needs of your clients. Create high-quality detailed invoices that get you paid on time with minimal effort so you can dedicate more of your valuable time to your notary business.

But why stop there? Aside from a free notary invoice template, Bonsai's invoicing and accounting software will make your business' administrative tasks a bliss. We can help you send payment reminders, apply late fees, and even help you do your taxes.

You can also use our payment processing tools, and even get your own fuss-free checking account to help you track expenses and make your finances shine.

Frequently Asked Questions
Questions about this template.

How do I set up a notary invoice?

Use Bonsai's free invoice template to set up detailed invoices that include all essential billing information. You must add your business information, payment due dates, an itemized summary of the services rendered, and the overall balance owed. Make it easy, simple and professional with Bonsai.

Do I need an invoice as a notary officer?

The most crucial responsibility you'll have as a notary officer is keeping track of and invoicing for your time. You should provide your clients with a trustworthy contractor invoice, regardless of the invoicing method you choose. If you're not sure how to go about creating your own invoice, use Bonsai's free invoice template!

What is legally required on an invoice?

There are some vital and legally required elements you must cover including an invoice number, your company name and contact information, a clear description of the charges, taxes and total amount to pay. Use Bonsai's free invoice template and never miss any of these vital invoice details!