Real Estate Invoice Template

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

Real Estate Invoice Template

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


/5 - votes
Downloaded times
Use template
Legally vetted
Track opens & views

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

Real Estate Invoice Template

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

Real Estate 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.

Trusted by 500,000+
business owners

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

If you are an independent real estate agent you're probably running around from one place to trying to close deals, marketing yourself, prospecting and everything in between. After each successful sale, collecting payment for your real estate commission in a timely manner is essential. For this reason, you may be tempted to quickly send out standard invoices that get you paid eventually but don't add any value to your services.

But why not send professional invoices that help you get paid faster and may bring you more business? You don't need a lot of time to create a real estate invoice template which you can easily fill in after each sale ensuring you never miss any vital information and reducing the risk of errors in your invoices. Read on to find out what elements your invoice template should include.

Note: Create unlimited invoices with minimal effort using Bonsai's free real estate invoice templates. Skip Google sheets or Excel. Bonsai is the easiest way to achieve a beautifully designed commercial real estate invoice that covers all the required information and saves you time so you can focus on your passion, not your paperwork.

Essential Elements of an Invoice Template for Real Estate Agents

While real estate invoices are often used to collect commission payments, your invoice template should include as many details as possible (without going overboard) as well as any other extra services provided. Remember you also want to keep all business-related information in place to ensure clean accounting records. Let's go over the important elements your real estate invoice template must cover.

Real Estate Business Information

To begin your real estate invoice template, add a section for your full name (or business name), and contact details such as phone number, email address and website. You can also mention any special services you offer such as real estate photography, commercial real estate, property inspection, etc., along with your credentials or licensing information.

For more professional invoices, include your business logo, imagery related to the real estate industry, registered trademarks or any branding element you consider appropriate. This will also make your invoices unique and easy to recognize for your clients.

Seller & Property Information

Real estate agents need to include the seller information on your real estate agent invoice template starting with the full name (or organization name), billing address, phone number, and email address. You should also add relevant property details such as the full address, rental/selling price, and the property ID number in case you keep a database for a developer or a client selling multiple properties.

Unique Invoice Number and Date

Make sure to always assign a unique invoice number to all of your invoices as this will make it easier to organize your paperwork and refer back to the invoice for any clarifications. This will also help avoid returned invoices as some of your clients may not accept unnumbered invoices. Don't forget to include the invoice date (when it was sent, not created), which you'll be using to determine the invoice due date and apply late fees to overdue accounts.

Sale Information

Leave enough room on your real estate invoice template to include all the details regarding the property sold. Start with the total sales or lease price, the sales commission rate (percentage) agreed upon, and the total commission owed. Usually the rate for commercial vs residential sales commissions are different so make sure to provide a short description of the transaction type.

Add separate lines if you're charging for extra services usually provided by real estate professionals such as valuation, property staging, professional photography, etc., along with a short description, unit price and total cost.


When providing the total amount owed for the property sale, you first want to specify the subtotal (commissions plus extra services before tax), then add the applicable taxes, and finally, the total payment due. If you're applying any discount for referrals, multiple homes, etc., make sure to subtract it from the subtotal before you factor in the taxes. Don't forget to provide a short description of the discount so your clients can easily recognize it.

Payment Details

If you want to encourage prompt payments, pay close attention to this section of your real estate invoice template. First, you want to provide your clients with as many payment options as possible such as checks, ACH transfers, credit/debit cards, cash and online payments (Stripe, PayPal, Apple Pay, etc...). Add the corresponding account numbers, mailing address, account holder's name and even payment links to make the process a lot easier.

You also want to be clear about your payment terms. Remind your clients of the payment due date, applicable late fees, partial payments or any payment arrangements available.

Invoice Notes

The last section of your real estate invoice template is for a personal note to thank your clients for their business. You can also inform them of any extra services you think they could take advantage of or ask them for a good review and referrals. This is a simple addition but can really help you strengthen your relationship with your clients and lead to more work.

Use Our Free Invoice Template for Your Real Estate Agent Services

Look, we know real estate agents have so much on their plate. You probably don't have the time to create your own invoice template. Well, you can save time and skip the headache by simply downloading Bonsai's free real estate invoice template to create customized invoices that fit your business' needs every time. Our invoice templates are pre-made, you simply need to customize the business details. Once you're done personalizing your invoice template you can save it in your preferred file (google docs, excel, word, etc...), to start billing your clients consistently.

But that's not all! Bonsai gives you more than just a standard invoice template. With our complete set of accounting and invoicing tools you can automatically send invoices, payment reminders, get tax estimates, an income/expense report, and even apply to get your own business checking account. We help you maintain your finances under control so you can focus on growing your real estate business. Come on board, and send professional invoices today! We've got your back!

Frequently Asked Questions
Questions about this template.

Can I create my own invoice?

You could build your own invoice on a document or skip out on the hassle and try Bonsai's free templates. Our templates are professionally designed and simple to edit.

How do I make an invoice for a seller?

To make an invoice, use the ones provided by Bonsai. They already contain the unique invoice number, the client's name and address, the invoice date, the client's job description, the client's payment information, the amount or total cost of the services, and the due date.

Can I design my own invoice?

Bonsai's free templates are easily customizable. You can design it with your company colors, logo, business info and more. Try it out today to impress your clients with your professionalism.