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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 Training 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

One way to track down training related expenses and costs is the use of a training invoice template. To a lot of consultants who have passed through some kind of specific training programs, know the importance of training. This is because lots of hours have been dedicated to such training to attain a result that they desire. (Check out our guide on how to get into consulting if you want to learn more about this aside from creating a training invoice template.)

Training is undertaken by a company or individual towards overall professional development. As a freelance trainer you are therefore needed to showcase your understanding of their goals and vision in order to offer the right training. Despite the fact that this is something your skills will portray, you have to remember that every interaction you have with your client is an opportunity to showcase professionalism. 

One of the most crucial opportunities you will have is when asking for payment. It is important to make use of a good invoice for training services to establish your professional reputation. Whether you have short term or long term contract, training invoice template will make the difference between getting future contracts and not getting any.

As a freelancer, writing a presentable and professional training invoice template is the first step towards a training business that is desired to be profitable. If in a training business, the equipment used for training is yet to be priced then the invoice for training services that can be used in such a situation Is the proforma invoice.

Training Invoice Template
Image credits: template.net

1. What Is the training invoice template?

First, what is an invoice? A training invoice template is an invoice that is developed to schedule a specific training routine. So, the invoice for training services includes the length of hours that would be taken for each routine. In addition, is the value of the corresponding rate for each routine. There is a template used for the basic invoice that has the capability to monitor all information that is significant to the particular training program. Some schools offer paid training for their respective student-athletes. So, most of them find the template for the training invoice very useful. 

With this information in mind, you understand why working without a good invoice for training services can prove detrimental for business. But because every trainer is using one, stand out by sending a presentable copy!

2. The significance of a training invoice template

The arrangement of the list of costs and bills in an appropriate manner is not the only thing that the invoice does. There are other things that the invoice can offer. For proper monetary value in every transaction for training, a training invoice template offers a good and accurate means for estimation. Also, the invoice has the capability to show if it is possible to make tax deductions.

Training invoice template is a professional way for a freelancer to keep track of cash flow. You are able to keep records of how much you have been paid, the growth you are making over time and what changes needs to be made. Invoices can also help you determine whether there is need to cut expenses towards business growth. Whenever a freelancer has the power to control and manage their cash flow, it becomes easier for them to establish themselves as a brand. Therefore, make it a habit to always use a good training invoice template when asking for payments from clients for every transaction.

It is essential to get a standard template for a training invoice in any freelancing business. As a freelancer, your customers want an invoice that is easy to adapt to time variations. Therefore, your freelancing services should be able to offer a set of an invoice for training services that is uniform to your customers' requirements.

3. How to develop a training invoice template

It is very possible that a freelancer is faced with a lot of challenges in the creation of a customized training invoice. Most of the time, it is as a result of you not knowing the needed information on the invoice. The approaches listed and explained below must be followed for the creation of an invoice that is training related which could help in your freelancing services.

If you have your own business or are just starting out, then a training invoice is a wise way to go. A good training invoice that is professional and presentable could put you on your way to a successful training business. Whatever the case, you don’t get lots of opportunities to stamp your authority in the industry so use every chance you get.

Therefore enlisting the services of trainer invoice template is a smart way to eliminate the hustle that come with drafting one. Essentially you are able to concentrate on what is more important and that is the training, instead of how to draft a professional looking copy. The best part is that training invoice template come ready with everything set including where to place the due dates, details off the training and more. Plus it makes record keeping seamless. Now, let's find out how to make an invoice.

3.1. The training invoice template outline 

The invoice outlines are most times expressed and more reasonable in tables. All the outline for this type of invoice is quite the same. This is because only a few pieces of information that are needed are catered for by the table integrated into the invoice for training services.

The outline may not seem like a very significant part of the invoice. But it does matter if you want the final invoice to look like you have been doing this for a while and you are good at your job. After all, the client also understands that experience is the best teacher and that should reflect in the invoice. Therefore, the outline is an important piece of the puzzle as it will contribute to the overall look of the training invoice template.

3.2. The training invoice template details 

It is often suggested that a portion is largely controlled by various training details on the invoice. These training details consist of the length of hours of training sessions, the specific training routine, and the corresponding rate per training session. Also, the total amount that should be paid for each transaction is expected to be highlighted in the invoice.

Your main aim is to ensure that the client is well aware of what they are paying for. So make all efforts to ensure that the  invoice for training services clearly displays what training you have done, and what payment you are asking for. Being clear and detailed will help you avoid conflicts in the future, more so time for payment.

There are clients who are very petty and they will look for any reason to delay your payment, avoid giving room for this. Be concise, elaborate but too wordy in the invoice. Essentially look at it as a third party before you send it and see what may not look clear. It sounds off to you, then definitely it will to the client.

3.3. Information about the customer in the training invoice sample

It is more professional to understand and have details of the client you are working for. Its business and you have to know you are in business with to help in growth. Having this kind of information will secure your interest and prevent unnecessary conflicts. When you understand how your client operates, you are bound to offer a satisfactory work. Plus it makes asking for payment much easier than if you are not well aware of their way of doing business.

The ready-made template for the invoice always includes the needed information about the client. So you should consider this section while customizing the invoice for training services. This is due to the fact that it is used for the identification of customers and for precise and proper customers tagging with their payment and specific training routine.

Before you draft that invoice template, ensure that you know more than just their names. As a freelancer, you may find yourself working with more than one client, don’t confuse the services rendered when drafting the  invoice for training services.

Training Invoice Template Sample
Image credits: template.net

Conclusion

A good training invoice template should be created for a customer's business that is training related. This should be done in simple and comprehensive language. To ensure that it is perfect for customer’s reference, then vital information should be included.

Despite the fact that you have to keep in mind the interest of the client, remember the  invoice for training services is more beneficial to you. Be keen to details, information on the invoice should be clear and the names of the client well displayed. Attention to detail is crucial in ensuring that you avoid reasons for delay in payment. Whatever, the case, a training invoice is a transaction tool that will help you professionally, while keeping your clients happy.

Frequently Asked Questions

Questions about this template.

What is training invoice?

A training invoice template is an invoice that is developed to schedule a specific training routine.So, the invoice for training services includes the length of hours that would be taken for each routine. In addition, is the value of the corresponding rate for each routine.

Is there a template for invoices?

Bonsai has ready-to-edit templates you can quickly customize and send to get paid faster. Let Bonsai take the hassle our of invoicing so you can focus on the revenue generating tasksYou'll need these receipts for records of your income when tax season rolls around.

What are things that should be included in a training invoice?

When you are creating your training invoice, you'll want to include the specific invoice number, the business name and address, the date of the invoice, the scope of the job, the payment information, and the cost or total amount of the services that must be paid.