Sage Invoice Template

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

Sage 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.

Sage Invoice Template

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

Sage 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

A critical goal of every small and medium-scale business is to get paid on time. You can access free invoicing templates to fulfill your business's accounting purposes using Sage.

However, have you ever thought about what it would feel like to manage your company with a tool that improves its orderliness and ensures effectiveness? that is where Bonsai comes in.

As a freelancer or small business owner, the Bonsai invoice template generator offers you a set of free templates that you can always customize according to your industry's standards.

Whether in the franchise, non-profits, or service industries, generating custom order forms, proposals, contracts, or any other template you need to run your business with Bonsai is easy.

What's more to know about improving your business with Bonsai? Find out in this piece.

Benefits of Creating and Sending a Sage Invoice with Bonsai

Depending on the nature of your business, you want to use a tool that contains essential data needed to customize invoices, keep track of your projects, prepare receipts, and set up payment systems.

The world is constantly evolving, and Bonsai will ensure that your invoice templates feature the exact details and help you impress your clients.

That said, here are more advantages of using Bonsai invoicing software to create invoice templates and forms for your business:

  • Allows users to customize invoice templates for over 200 industries
  • Fastens the payment process by helping you set up your preferred currency and payment method.
  • Features follow-up messages and reminders to clients whose invoice is overdue.
  • Permits partial payment
  • Enables you to receive payment notifications
  • You can choose different categories for your products and services.
  • Easy creation of business reports

How to Produce an Invoice for Sage Using Bonsai Invoicing Software

A suitably formatted invoice template could be the game-changer you need for your business. Are you ready to incorporate Bonsai's invoicing software into your business and access the above benefits? if so, below is a simple way to go about it:

Visit and Login to the Website

If it's your first visit to the website, you would be required to sign in. But if you already have an account, you need to click "login."

By creating an account, you will be allowed to start with the free trial, explore what all of Bonsai has to offer, and upgrade your plan whenever you want.

To create a template, fill in the blank spaces (remember that you need to sign up to do this).

Brand Your Invoice Template

Having a branded invoice template is a quick way to increase brand awareness. Always ensure that the font, colors, or logo on your receipt and invoice reflects the exact image you want to paint in your customers' minds.

Aside from your contact information, below are other necessary details to include:

  • First and last name
  • Company logo and name
  • Company's website link
  • Phone number and email address
  • Tax ID
  • Company address

List Out the Items

When creating an inventory, ensure that the following information appears in the settings when adding items to the list:

  • Product description
  • Quantity of items
  • The unit price of each item
  • Date the Invoice was created.
  • Discount rates (If any)
  • Products/service description
  • Email address of the existing customer
  • Desired currency
  • Shipping and billing address 

You can create a space towards the end of the invoice and let your customers know of any detail you didn't include in the body.

Save, Download and Send Out Invoices

Once you complete the steps above, it's time to send the invoice to the intended clients. You can send the invoice link to your customer through any channel your client prefers.

Note that it's important to double-check for the accuracy of the date, spellings, currency, and other errors that might put your business in a bad light.

Send a Reminder

In addition to sending creating invoice templates, integrating your Bonsai with Sage also helps you to monitor your credits and debits. This means that if a client's invoice is overdue, the system will notify them to fulfill the payment terms and conditions.

Reminders are usually sent after a week of non-compliance. Most businesses that use Bonsai tend to receive their pay on time.

When Do You Issue Invoices?

There are two significant ways to issue invoices and get your payments. They are invoices:

  • Before delivery
  • After delivery

Asking for payment before delivery is a practical option that works best with small orders. Vendors or service providers who apply for this approach work under high pressure to deliver. Nonetheless, payment before delivery boosts cash flow, especially for small-scale businesses.

Payment after delivery, on the other hand, requires that the business owner exhibits a high level of confidence in the client because it can be risky. There could also be payment delays after the task is delivered.


Recently, businesses have moved from paper invoices to digitally issued ones. As a small business owner, you don't want to miss out on the trend; you must confirm that your inventories, sales reports, taxes, and general business accounting are duly automated to prevent avoidable errors.

While preparing invoices might seem complicated, it's a must-have. Using a combination of Sage and Bonsai, you are sure to create professional invoices and bill your customers with much ease. Plus, you will get your payments in full and on time.

Are you ready to meet your invoicing needs, thus growing your company to the next level? Then sign up on Bonsai today to start your free trial.

Frequently Asked Questions
Questions about this template.

Can you customize invoices in Sage?

You can create an invoice on Sage, but if you would like free templates and more features, try Bonsai. Bonsai lets you track, manage, set up recurring invoices, and set you up with other templates like contracts, invoices, proposals.

How do I change invoice details on Sage?

Press the button for sales, click relevant invoice, then edit. After that, you'll be able to customize the invoice. Then hit save when you are done.

How do I add a logo to my sage invoice?

On the home window, view the setup menu. Select Reports & Forms. Press invoices or statements on the left column and then select the company logo in the correct area.