Free Professional Services Invoice Template

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

Free Professional Services 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.

Free Professional Services Invoice Template

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

Free Professional Services 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

Delivering a seamless customer experience with clear and crisp service invoices can help in bringing repeat business—it’s in your best interest to deliver a professional invoice after every project.

The only catch is: making professional service invoices isn’t as easy as you might think. There’s a method to invoicing—one you need to fully understand. 

You have to create the perfect outline, itemize your services, and prepare an appealing design. It doesn’t end with that—you also need to track payments, take follow-ups, and charge a late fee for delayed invoices. Sounds taxing, right? 

Enter: a professional services invoice template with all the groundwork laid out for you. Service invoice templates offer a ready-made layout containing all the necessary sections you’d include in any standard invoice. 

All you have to do is simply customize some details and you’re all set to make unlimited invoices effortlessly

What is a Professional Services Invoice?


A service invoice template is a document that professionals use to bill their customers for all the services offered within a specific time period or project. It typically lists down services, total price, tax information, and payment terms. 

Your invoice is a crucial part of the client experience you deliver. A professional invoice covering every detail leaves no room for confusion and helps your client understand exactly what they’re paying for—increasing your chances of a smooth payment process. 

Creating a professional invoice is easy when you have a template document. You can rest easy knowing that your service invoice template will do all the heavy-lifting for you.

Note: Sign up to Bonsai for free and choose from hundreds of free invoice templates to find the perfect one for your business. You can create, send, and track your service invoices—all from a single platform. 

What to Include in the Professional Services Invoice


Wondering how to create that ultimate service invoice template and make your invoicing workflow as seamless as possible? 

The first step in creating your own invoice templates is understanding the invoice format and all the essential elements to include—what information will go where and how best to present it. 

Here’s a list of sections you should consider including in your free invoice template:

Type of invoice 

Before you get to the main body, specify the category of invoice you’re creating—whether it’s a standard invoice, a tax invoice, or something else. Clarifying the type of invoice will help your client’s finance team process payment more efficiently. 

Mention your invoice category on top as the main heading and then carry on to the next sections. 

Business information

How else will your clients know what project the invoice relates to? They’re likely working on multiple projects at once—make it clear who’s invoice they’re dealing with.

Include a section containing the contact details for both you and your customers at the top of your invoice. 

You can add details like:

  • Company logo
  • Business name and address
  • Contact number and email 
  • Customer ID (if applicable)
  • VAT number (if applicable)

This is where an invoice template makes your life easier—all this info is pre-saved and ready to go. All you need to do is add the clients’ details and you’re all set. 

Invoice number and date

Imagine trying to track which invoices are paid and which ones are late with no way to identify invoices or link them to projects. Sounds like a bit of a nightmare, doesn’t it? 

An invoice with no unique identification number and issue date is a recipe for disaster. 

Numbering your invoices is the easiest way to track payment status and stay on top of all your invoices. At the same time, the issue date can tell you when the invoice was sent and help you calculate the due date accordingly. 

Add these details in a bold and big font towards the top of your invoice.

add details on your invoice template

List of services completed

One of the most important parts of your service invoice template is the breakdown of services you’re billing your clients for. Make this section as crisp and clear as possible to offer maximum clarity to your clients and address any questions they might have. 

Suppose you’re creating an invoice for your consulting services and want to charge for the hours spent on the project. Your consulting invoice should specify the mutually agreed hourly rate in addition to an itemized list of services and the associated labor hours. 

Here’s how you can create a pricing table for your business invoice:

  • Service details: mention all the services completed for the project
  • Description: include a short description of what the service entailed
  • Billing charges: specify whether you’re charging at an hourly rate or fixed price
  • Currency: check what works for your client and make sure all prices include a currency symbol

Make sure you double-check all the details before finalizing this section—you want to make it perfect.

Bonsai top tip: Keep your service list scannable—make it easy for your clients to read and process the invoice quicker.

Total cost

Once you’ve broken down all the services, mention the final total price in your invoice. Sum up your charges for each service, add any applicable taxes, and factor in discounts—if any—to calculate the total sum. 

Double-check the numbers to avoid any possible errors and write your final cost in a bold font. 

Payment terms and methods 

The final section of your free invoice template will spell out all the terms and conditions for payment. Think of things like the due date, penalty for late payment, payment methods, and anything else you want to specify. 

Here are some inclusions for your payment terms section:

  • All available payment options—credit cards, online wallets, checks payable, etc.
  • A payment schedule to inform your customers about the deadline for paying the invoice
  • Details about the late payment fee to penalize clients delaying the invoices 
  • Disclaimers regarding refunds or similar conditions to protect your interests

Make sure to remind each customer about an overdue invoice before charging a late fee. This gives them one last opportunity to make payment before incurring late fees. In this case, issuing a late payment fee will likely put a damper on the relationship and lessen the likelihood of future collaborations. 

How to Write a Professional Services Invoice


Your invoicing process doesn’t necessarily start or end with creating an invoice. A lot goes into this document during and after the completion of your services. 

While creating a service invoice template is a great place to start, you should also follow some best practices to make invoicing more effective for your small business. 

These invoicing tips will help you when it comes to creating a professional invoice template:

Keep track of your hours

Hourly pricing is the most common billing strategy for a service-based business. If you’re planning to bill your clients by the hour, you should track all the time you spend on their project.

You can outline specific workflows to make this process convenient and transparent for both parties. Leverage these workflows to track your billable hours and provide a detailed breakdown of each service in your invoice. Such a breakdown will allow the client to understand exactly what you’re charging them for.

Maintaining an invoice spreadsheet or timesheet will help in keeping a record of your work and enable you to manage your hourly rates accordingly. Better yet, check out your time tracking tool in Bonsai. 

Proofread and fact-check your invoices

If you rely on a manual invoicing workflow using free service invoice templates, you want to make sure every last detail is correct. You might misspell the company name, type out the wrong tax number, or miscalculate the amount owed—there’s always room for error. 

That’s why it’s crucial to double-check your invoice for any mistakes or discrepancies. After creating the invoices, take the time to proofread them and ensure you haven’t made any silly mistakes. 

Sending a flawed invoice can not only confuse your clients but also delay your payments. 

Set up recurring payments 

Do you work with any monthly retainer clients on the same set of services? If so, then you have the perfect opportunity to set up recurring invoices. It helps automate the payment process—if the client is onboard with the idea. 

setting up recurring payments

Invoices play a key role in shaping your client relationships. The more hassle-free you make your invoicing process, the happier your clients are and greater customer satisfaction you can achieve. A recurring invoice makes your life easy, saving you the time and effort to spend customizing your template for yet another invoice. 

Personalize your invoices 

 Besides simplifying your invoicing process, you can also win over your clients with a dash of personalization. 

Adding a small thank you note for their trust in your services is one way of personalizing your free invoice template. You can also add your client’s branding and logo to highlight your professionalism. 

Creating a Professional Services Invoice is Simple with Bonsai


The process of drafting an invoice—from creating a structured layout to including the necessary details—can be overwhelming, especially when you have to create multiple such invoices. 

With Bonsai’s free invoice templates for small businesses and freelancers, creating invoices is a walk in the park—allowing you to impress your clients with flawless invoices. Get started with three easy steps:

  1. Sign up for free to Bonsai
  2. Choose from hundreds of free invoice templates 
  3. Customize your pick as you like 

Invoicing doesn’t get easier than this. Bonsai’s automated invoicing software helps you tweak any free professional invoice template, deliver it to your customer, and track it—all from the same place. 

creating an invoice using Bonsai


Professional Services Invoice FAQs


How do I create an invoice for services?

To make an invoice for your professional services, you first need to create a basic structure. This layout will point you in the right direction when creating an invoice. 

Here’s what you can include in your structure: 

  • Type of invoice
  • Business information
  • Invoice date and number
  • List of services completed
  • Total cost
  • Payment terms and methods 

You can also use a free invoice template to make your invoicing process simpler and more efficient. 

What are professional invoices?

A professional invoice is a document outlining all the work you’ve done for a client and the amount due for your services. It includes line items detailing your services, hourly rates, short descriptions for each service, tax details, and final amount. 

A clearly crafted and neatly designed invoice can definitely help you get paid faster. 

What is the difference between a sales invoice and a service invoice?

A sales invoice refers to the bill for the sale of goods whereas a service invoice details the payment terms for a service provided. Put simply, sales invoices are for selling items whereas service invoices focus on the hours spent completing the agreed work.

Examples of Professional services invoice templates

Professional Services Invoice Template
Image Credits: vertex42.com
Professional Services Invoice Template Sample
Image Credits: office.net
Frequently Asked Questions
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