QuickBooks Invoice Template

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

QuickBooks 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.

QuickBooks Invoice Template

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

QuickBooks 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



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 business owner, using QuickBooks to set up your payment invoice gives your business credibility and enables you to keep a sustainable cash flow effectively. 

However, when it comes to improving the general operation of your business, automating the processes is a faster way to ensure seamlessness. How can you achieve this? By incorporating the Bonsai invoicing tool into your QuickBooks invoice template.

Bonsai is an all-in-one free template generator that allows you to save time and energy by simplifying the drafting process and accessing diverse templates irrespective of your industry. From service industries, Nonprofits, retail outlets, and franchises; all you need to do is create and fill the custom template with all the required information, and that's it. 

This piece will look at how you can better build and manage your company by merging QuickBooks and Bonsai into the system.

Try A New Custom Invoice Template With Bonsai

Overall, every small business owner needs to invest time and resources into a free, simple invoice automation tool. Thankfully, Bonsai is your go-to software for invoice templates.

With Bonsai, you can create custom invoice custom templates, and even send out sales receipts and payment terms from almost every device in different file formats as long there's internet availability.

So, integrating Bonsai with QuickBooks invoices running your business from any part of the world is feasible.

Integrating QuickBooks With Bonsai

Creating a custom-made invoice that allows you to send and manage invoices online is now made easy, thanks to QuickBooks and Bonsai. The integration of both platforms will help you hasten the invoicing process, boost cash flow, and monitor payments. 

Sometimes, international processing transactions can be complex, especially for small businesses. This is because of the delays in doing the usual paperwork and waiting for international postal services.

Nonetheless, with Bonsai serving as a stand-alone alternative to QuickBooks, you can now enjoy smooth transactions any day, anytime.

What to Include in an Invoice

Ensuring that your invoice is properly formatted after making sales or providing your services is what quickly aids you in protecting your reputation as well as avoiding payment delays.

Here is some essential information you should always take note of when preparing an invoice:

  • Title of the invoice
  • Invoice number
  • Company name and address
  • Tax number
  • Other branding details like the company logo, registered trademarks

While the details above are constant for every invoice, you should see that they are updated regularly with the following items after each new sale:

  • The name and email address of the customer
  • Customer's billing address
  • Attach terms (example; the number of days that the customer has to pay up)
  • Invoice date (the date you offered the service or product)
  • Due date 
  • All the goods and services offered.
  • A brief description of the product or service
  • The price and quantity of the goods or services offered.
  • Create a unique invoice number
  • The total cost before tax
  • The total cost of tax
  • Total cost after tax

If it is an import custom invoice templates, there is no need to change invoice template. Instead, stick to the custom form styles. The only additional information needed is the currency used for pricing and purchase order number.

How Can I Send Invoices?

After you are through with preparing the invoice template, an important decision to make is the means of sending out your invoices.

Although many businesses already have the proper response to this question, some of their counterparts are yet to figure it out.

Many methods exist to save and share your invoice directly with your customers using a reliable tool like Bonsai bookkeeping software. Some standard methods are:

  • Downloading the custom invoice template as a PDF document
  • Saving and uploading it as google sheets, Microsoft word, or google docs.
  • Sending or transferring it via mail (remember to state what the invoice is for in the body of the message).

Implementing any of these steps reduces any form of occurrence that might delay your payments. Not just that, but QuickBooks invoice stands out because it organizes your accounts and makes reference easier.

QuickBooks Free Custom invoice templates

To enjoy the QuickBooks free invoice template, you must ensure that the information you enter in the blank fields is accurate. Here's how to access QuickBooks online:

  • Enter "QuickBooks desktop app" on your preferred browser on your PC.
  • Log in, and find your dashboard on the website. This is where you will see the sales, accounting, reports, and other functionalities you need to control your business.
  • Locate the "customer's column" and click on "invoice."
  • A drop-down menu containing the saved invoices of your customers will pop up. If you are dealing with a new customer, you will need to input and save their details.
  • Fill in all necessary information about the product following this invoice format; the customer's item and probably the country you are exporting to ( if it is an international transaction) will determine the quality of information that should
  • Once all detail has added, the next is to crosscheck the information, download, and send out the final draft.
  • You can further customize the invoice by adding your company's logo.

This basic invoice template allows users to add other features like promotions, discounts, or extra charges attached to late payments.

So, you can customize the invoice template in QuickBooks to suit your personal needs. For more information about how to explore the platform, you should look up resources on the website that will guide you through creating an invoice in minutes.

Frequently Asked Questions
Questions about this template.

Can you create your own invoice in QuickBooks?

Yes, you can create your own invoice via QuickBooks. Alternatively, Bonsai's invoicing software let's you easily customize an invoice template, set up recurring or partial payments and allow you to automate the entire process.

Is QuickBooks invoicing free?

Yes, QuickBooks has free invoicing. However, if you want to unlock more features and customize a professional looking template, try Bonsai. Bonsai is the go-to invoicing software for freelancers--and for a good reason.

How do I create an invoice?

Sign up with Bonsai and easily customize one of our templates. Merely edit the fields for: invoice number, date of the invoice, details of the job performed, business name and address, how payment is to be made, and the total cost of the services.