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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.

Shopify Invoice Template

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“I upped my rates and won more clients

Coaching
Contract

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

If your business relies on using the Shopify store, you will eventually have to learn how to use a Shopify invoice template. This solution can help save time, get paid faster, and help you manage your company expenses in a better way.

But how are Shopify invoice templates used, and how can you make the most use of them? Read this guide, and learn as much about the matter as possible.

What Is a Shopify Invoice App?

A Shopify invoice app allows you to create professional-looking invoices from the store so that you can request payment as promptly as possible. With this type of app, you can print out, customize and then send the invoice to your customers.

There are many apps and platforms that can help with that, one of them being Bonsai. You may create and customize invoices, credit notes, and quotes so that you can facilitate easy shipping and keep track of the items that you have in your inventory. Try a 14-day free trial today.

Benefits of Using Shopify Invoice Apps

There are several benefits of using a Shopify invoice generator app, including but not limited to the following:

Track Expenses

Shopify invoices allow you to keep track of transactions and payments that you receive from your customers. With this, you can know that your inflow will be bigger than your outflow and that you generate income from the online store.

Save Time

Your clients will buy and sell continuously from your online store, so you won't have time to type all the invoices manually. A Shopify app for invoices will take care of that for you.

Reduce Paperwork

Not only will this save you time and effort, but it will also help reduce the paperwork. With invoicing apps, all the data will be stored on the cloud, so you may access it at any time, from multiple devices.

Get Paid Faster

Invoicing apps will allow you to receive your pay much faster from the customer. All invoices will have their own unique numbers and due dates, so you will be able to keep track of who paid. If the client is close to their payment day, then automatic reminders will be sent.

How Shopify Invoices Work

Shopify invoices are connected automatically with the financial platforms that you use for your transactions. When your customers are purchasing from your Shopify store, the following things will happen:

An Invoice Is Created from the Order

The cash platform (e.g., Bonsai) will automatically create the pro forma invoices when the order is made or paid.

The Invoice Is Sent to the Customer

Once you sell your product, the invoices will be delivered to your customers through email. Customers may also choose to download the invoices directly from your store.

Receive Payment from the Customer

Your clients can pay directly to your store or through platforms such as Bonsai. You will be notified when payments come through.

How to Print Shopify Pro Forma Invoices and Receipts

Printing out receipts and invoices should be a feature offered by the Shopify store - but sadly, it is not. That being said, Shopify apps such as Bonsai allow you to print out through an invoice generator, namely the Order Printer.

Install Order Printer App

Install the Order Printer from the list provided by Shopify. There is an "Add App" button that you need to select there.

You will then be prompted to log into the store by using the Shopify admin URL. After that, you will be prompted to receive access to the features that your app requires.

Print the Invoice Template

During your main navigation in the Order Printer app, you will see a list containing recent orders from your clients.

Select one order from that list, and then go to the Templates section. Packing slips can also be printed out from this page, which is a feature already provided by Shopify.

If you like the invoice that way, select "Print." If not, move on to the next step.

Create a Custom Design

If you want to look more professional, you may want to customize your invoice. There are multiple platforms that can help you with that, one example being Bonsai.

One recommendation would be to add your business logo to your invoice. As you probably did it with the packing slips already, this should be easy. Bear in mind that for it to look good on the template, it should have a transparent background.

Once you upload, copy the URL file and change the following line: "<strong style="font-size: 2em;">{{name_of_shop}}</strong><br/><br/>" into "<img src="logo_url.png" style="width: 150px; height: 33px;"><br/>." Where it says "logo_url", add the URL for the logo that you previously copied.

Print the Receipt

For the most part, invoices are regarded the same as receipts. However, some clients will prefer to get a different template for receipts.

Find the Add Template button, and then customize it in the manner that you find most fitting. Name it as "Receipt," save it and send it to your customers.

How to Preview an Invoice in Just a Few Clicks

After you create the invoices, you may want to preview your documents first. This way, the professional image of your business will not have to suffer.

Here is what you need to do:

  1. Open the draft order that was delivered by your wholesale store
  2. Go to the information page of the order and select "Send Invoice."
  3. Once you get to the "Send Invoice" dialog, leave the custom message box empty and then select "review invoice."
  4. Check that everything from the cost to the company and client information is in order, and then send the invoice.

Make sure that all the documents and contact information are also in order before you send out the payment request.

The Bottom Line

Nowadays, it's very easy to sell your products on Shopify, without getting lost in the payments. You just need to use the right tools for that. Once you do, the cash flow should begin to improve, without wasting too much time on documentation.

Frequently Asked Questions

Questions about this template.

Does Shopify have an invoice template?

Shopify has an invoice template called the order printer. However, if you want more perks like automating invoices, setting up recurring bills, or sending partial payment requests, Bonsai is the way the go. Easily customize our templates to send well-designed invoice today.

How do I create an invoice template in Shopify?

Got to "Orders" from the admin panel. Click on "Create Order", add products to the order and then insert the relevant billing info. Bonsai's invoice templates allow you to do all of that and more. Set up recurring payments, request partial payments and automate your invoicing process. Try Bonsai today.

How do I make a Shopify invoice?

Customize and download Bonsai's free invoice template for eCommerce. In the template, edit the invoice number, client's name and address, invoice date, client's work description, the client's payment details, and the cost that must be paid.