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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Free Service Invoice Template

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“I upped my rates and won more clients

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

Service invoices are commercial documents that freelancers and consultants use to request payment from their clients. Creating and sending invoices to clients is a crucial task in everyday business running that you cannot ignore as a service provider. If you render services other than providing a physical product to clients, a service invoice template Word will serve your billing needs.

It might not make sense to spend time learning complex software and invoicing systems that incur a huge cost to bill your service-oriented projects. A simple bill template might serve that purpose. The Word template is simple, easy to use, and cost-effective among a myriad of invoicing solutions.

You can quickly download a template online and customize it to your tune. Besides, you are free to itemize your services and specify your fees accordingly. A service invoice template Word would serve if you do any of the following:

  • Virtual assistant
  • Photography
  • Videography
  • Web development
  • Graphics design
  • Copywriting
  • Transcription services
  • Marketing 
Service Invoice Template
Image Credits: office.com

1. Details of a service invoice template

Your service invoice template Word will include the following details, among others, depending on your complexity. 

1.1. Information of parties

Start your invoice with your personal information, including business name, address, email, and phone contact. Also, include the details of the client and the party that will clear the bill.

1.2. Service

Create a table with a specific number of rows and columns if you need to outline the service you rendered. Outline the services and put the fees against each to make things clear for settlement.

1.3. Fees

Freelancers and consultants have different methods of billing a project. Some charge a flat-rate fee for their services while others might apply an hourly rate for a project.

Hourly rate billing is flexible and widely used by freelancers and consultants. It is easily applicable in cases where a client needs multiple revisions and rework. State your billing method in the service invoice template Word to avoid confusion in compensation.

Service Invoice Template Sample
Image Credits: templatearchive.com

1.4. Dating & invoicing number

Include the issuance date and clearly state the due date of payment to avoid unnecessary delays. Add an invoicing number for easy tracking of the document. The invoice number can be any preferred number but ensure it follows a particular sequence you can always reference.

1.5. Terms and conditions

This section is where you add other terms that you’ve not captured in any other part of the invoice template. This may include your preferred payment method and currency if sending internationally and discount for quick payment if applicable.

1.6. Notes

Here is an optional section of your service invoice template Word where you may add a call to action or thank your client for their cooperation so far in the project. 

2. Types of service invoice templates

Consultants use different types of invoicing templates depending on what they want to achieve.

Below is a list of the common types of service invoice template Word:

  1. Basic – It is the simplest of the templates that include basic fields to accommodate the information of both the clients and consultants. 
  2. Blank - it is the most versatile template that gives room for any form of customization. You can download it online and add any form of design, but don't forget to include the basic information above.
  3. Billing – This invoice focuses more on the service and the fees. There's no point adding too many graphic designs, just the information of client, service, fees, and maybe your logo.
  4. Proforma - You can use this type of invoice to determine the cost of service before sending it to your client. Instead of a completed transaction format, a proforma service invoice template Word takes the form of a planned transaction.
  5. Sales - Used for sales services.

3. How to create service invoice template Excel

As a freelancer or consultant, you've put in the hours and rendered a service to a happy client. The next thing is getting your compensation for the job done. What do you need? You need to create and send the invoice to the client to request payment officially. Now, your invoice should be tidy and professional. Using invoice professionally will do more for you than just getting paid.

That is why you should think of the format to adopt for billing your client. Freelancers and consultants can make use of a service invoice template Excel to bill their clients. Excel invoicing solution is cheap and professional. With it, you are sure to create a readable document for effective billing. 

In today's fast-paced world, no one wants to waste any time on an unproductive activity. Service members want to save time, and businesses want to serve more customers and handle more projects. So, you can't afford to choose an invoicing solution that will take time to learn and use. That explains why any prefer a service invoice template Excel for billing clients.

It is simple, easy to use, and intuitive. It means that you don't need too many technical skills to come up with a solid billing template in Excel. And if you are too busy to craft one from scratch, there’s an option of downloading ready templates for independent contractor billing. We have several service invoice template Excel that you can download and tailor to your needs.

If you don’t find what you need on this page, browse through other pages to view all our templates for a custom design. If you are about choosing a service invoice template, see the basic information it should contain below to make it a good fit. 

Service Invoice Template Example
Image Credits: wordtemplatesonline.net

Below you'll discover the most important sections of a service invoice template for Excel:

3.1. Header

The header section should be divided into two sections. The top left of the page should have your business logo, business name, contact address, email, and phone contact. Beneath it or anywhere close at the top should be your invoicing number. You are free to choose your invoicing number, but it should follow a recognizable pattern.

Below this section or at the top right comes the information about the party you are billing. 

3.2. Service

This section is where you describe the services you’ve rendered. A service invoice template Excel is capable of displaying information in rows and columns. Thus, you can include a large amount of data if applicable without compromising clarity. Describe your service but avoid unnecessary information.

3.3. Fees

If you charge per hour, include your fees and state what you charge for each sub-task that you've performed. The client wants to be sure you are charging them for the work done. Again, break down your fees and emphasize the total due by boldening it. But avoid too long a tally of fees. 

Service Invoice Template PDF
Image Credits: template.net

3.4. Terms and conditions

This part handles the conditions for which you provide your service and receive payment. It takes information including payment method preference, currency (if sending internationally), and discounts service if applicable. 

3.5. Date

Add the date you created and sent the invoice to your client. Besides, notify your client about your payment window. Including payment, the due date may eliminate the possibility of unnecessary delay. 

3.6. Notes

Here is an optional section of your service invoice template Excel. You may add this section to notify your client about anything you have not mentioned in the previous sections. It includes a discount for quick payment if applicable and a thank you note for cooperation.

Frequently Asked Questions

Questions about this template.

How do I write a service invoice?

Edit Bonsai's free service invoice template to include your logo, business information, contact details, payment terms, due date, description of itemized services, amount due, and invoice date

Are there free service invoice templates?

Bonsai has a large library of service invoice templates. You can select your specific role or service and add all the important payment details, logos, client info, and list of services.

What is the best free service invoice template?

Bonsai has the best free service invoice templates on the market. Our invoicing software let's you send professional looking invoices, set up recurring bills, partial payments and you can automate the whole process.