Property Management Invoice Template

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

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

Property Management Invoice Template

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

Property Management Invoice Template

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

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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

As a property manager, you spend a lot of time making sure every single detail is perfect. You're constantly coming up with ideas, taking care of vendor relationships, managing budgets and everything in between to pull off a successful property rental. So, when it's time to get paid for your real estate services, your invoices should be as detailed as the rest of your work.

But you probably don't want to spend hours writing and proofreading invoices after each monthly rent payment. Fortunately, you don't have to. By simply creating a property management invoice template, you will have a pre-filled form where you can easily add your tenants and request payment with flawless invoices every time.

Read on to find out what are the most important details to include in your property management invoice template.

Note: Take your property management company to the next level with Bonsai's invoicing, accounting, tax and payment processing software. Our tools provide smart automation to all of your administrative tasks so you can save valuable time and focus on growing your business.

Essential Elements of Property Management Invoice Templates

When creating your property management services invoice template you want to make sure you never miss any important details for your business, and to make it as easy to understand as possible for your clients. Whether it's a big or small property, your tenants deserve professional invoices to reassure them that they are getting what they paid for. Let's go over the basic and essential elements to include in all property manager's invoices.

Business Information

First, your property manager invoice template should have a section to include your business name and your contact details such as phone number, address, email address, and a professional web page. You may also mention any special services you offer, etc.

For more personalized and professional invoices, include your company logo, or any industry-related imagery which will make your invoice stand out and make your brand easily identifiable for your clients.

Invoice Number and Date

Make sure all of your property management invoices have a unique invoice number assigned which will help you keep track of client payments and have better-organized accounting records for a smooth tax season. You must also include the date when the invoice was sent out so you can easily determine the payment due date and apply late fees accordingly.

Customer Information

Next, add your customer's information starting with the full name, phone number, address, and you can also include their email address if you are sending the invoice via email. When providing services to organizations or large companies, it's important to address the invoice to the person in charge of billing (which may not be your contact point), so be

Rent Information

If you don't want to leave room for doubts or misunderstandings, your rent invoice template can also include a section to provide details of the agreement such as the name or title of the property, date, property, and address.

Services Provided

When listing the services provided on your property management invoice template, you want to have an itemized list of all tasks such as food catering arrangements, sending invitations or transportation, along with the cost of each. You must also detail all the materials and supplies chargeable to your client, specifying their unit price and total cost.

If you are charging an hourly rate for staffing services, make sure to specify the amount of hours, rate per hour and total cost. Providing as many details as possible (without going overboard) will avoid wasting time clearing out doubts, which can easily lead to late payments and unsatisfied clients.


The totals section of your rental property invoice template should separate the subtotal amount (a sum of the services provided), then add the applicable taxes and the total amount due. If you are providing any discounts you can subtract it from the subtotal before you factor in the taxes, making sure to give a short description so your customer can easily identify the discount.

Payment Details

It's important to provide your client with all your accepted payment methods such as cash, debit/credit card, ACH transfer, checks, or online payments such as PayPal and Stripe. Don't forget to add the corresponding account numbers, and mailing address. The more options your client has to make a payment, the more likely it is you'll get the money on time.

Additionally, you can use this section on your property manager invoice template to mention any early payment incentives as well as the late payment penalties that may apply after the specified invoice date. This can also create urgency in your client and encourage prompt payments.

Notes For Property Managers

Finally, add a small section at the bottom of your management services invoice template for a personal note or thank you message for your clients. This will help you make a kind, warm impression, and convey how much you appreciate their business. It can even lead to valuable referrals or more business from the same client for the future property. You may even mention future promotions or referral discounts.

Use Our Free Invoice Templates for Your Property Management Business

If you prefer spending your valuable time making sure the next rental properties run smoothly, you can forget about creating your own template, and instead, download Bonsai's property management invoice template. You can easily customize it to fit your business needs, and fill in all the details in minutes, ensuring you never miss any important information regarding your property management services.

As a property owner, using our free invoice template is the easy, smart, and professional way to get paid promptly for your hard work. But that's not all! Bonsai offers you an all-in-one product hub specially designed for small business owners and self-employed workers to tackle administrative tasks like a pro.

Use our invoicing software to seamlessly create and send invoices, payment reminders, get read-receipts and automatically apply late fees to overdue accounts. You can also take advantage of our accounting and tax software to automate your expenses and keep your business finances under control.

Frequently Asked Questions
Questions about this template.

Can I design my own invoice?

Sure, you can but Bonsai's invoicing software is much easier. Save yourself the time, try one of Bonsai's templates and automate the whole process.

Is there a template for invoices?

Yes, try Bonsai. Our templates contain a unique invoice number, the client's name and address, the invoice/due date, the work description, the client's payment information, and the amount or total cost of the services that must be paid are all included in the Bonsai templates.

What is the best free invoice template?

Bonsai has the best free templates. Sign up today and easily customize one of our billing requests within minutes. Our invoices are professionally designed so you will impress your clients.