Business and Life Coach Invoice Template

Free invoice templates for business and life coaches built for sessions, coaching packages, and cancellation fees. Download and edit in PDF, Word, Excel, Google Docs, or Google Sheets.

Also called: business and life coach invoice, business and life coach bill, or business and life coaching invoice.

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Download Free Business and Life Coach Invoice Templates

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Sheets, Excel, Word and Doc Templates Coming November 21, 2025.

Custom Business and Life Coach Invoice Template

Best for:

Logo, retainer and auto-bill options.

Editable Business and Life Coach Invoice Template

Best for:

Edit plans, add check-ins, track extras.

Free Business and Life Coach Invoice Template

Best for:

Package, sessions, goals, rate, notes.

Printable Business and Life Coach Invoice Template

Best for:

Totals, dates, signature and intake line.

How to Invoice as a Business and Life Coach

Turn booked sessions into a clean, paid invoice without friction.

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In 5 Steps:

Confirm scope, rate, payment schedule, and cancellation terms in writing, and collect a deposit if required.
Track each session, time, and agreed extras during the billing period.
Build the invoice with clear lines for sessions, packages, materials, and any travel or support add-ons.
Show the deposit as a credit and state the remaining balance due.
Send the invoice with due date and payment options, then send a receipt once paid.

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What to Include in a Business and Life Coach Invoice

Use these must-have fields so your invoice stays clear, accurate, and compliant.

Use these must-have fields so your invoice stays clear, accurate, and compliant.

Invoice title and unique invoice number
Issue date and due date
Coach business name, address, email, and phone
Client name and billing address
Scope summary for this invoice period
Session dates and times delivered
Package name or session count
Rate type and unit (hourly, per session, package)
Deposit or retainer shown as a prior payment/credit
Taxes and late fee terms, accepted payment methods, and business registration or tax ID (check local rules)

Billing Scenarios for Business and Life Coaches

How to label charges so every invoice makes sense the moment your clients see it.

Single Coaching Session; 60 Minutes

One-off coaching session

Spells out a simple session charge with duration so the price makes sense.

Coaching Package: 6 Sessions; Remaining Balance

Multi-session package with balance due

Shows the package itself and the part still owed after prior payments.

Group Workshop Facilitation; Materials Fee

Group workshop or team session

Separates the service from materials so teams can expense correctly.

On-Site Travel; Mileage

On-site meeting that requires travel

Include the date and duration for each session in the billing period. Tie each to the agreed scope.

Late Cancellation Fee; Session Reserved

Late cancellation or no-show inside policy window

Signals that time was reserved and why the fee applies.

Between-Session Support; Monthly Add-On

Clarifies that support outside calls is a separate, recurring service.

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Session rates and packages for coaches

List sessions, packages, cancellations, and travel with professional invoice line items.

Charge or Service

Unit

Taxable

When to use

How to show it

1:1 Coaching Session

Time

Standard individual session

Duration × hourly rate. Add notes on focus and outcomes to document progress.

Group Coaching Session

Time

Running a group call or class

Duration × hourly rate. Record headcount separately for your files.

Workshop Day

Time

Full-day training or retreat facilitation

Hours × day rate. Include agenda title for clarity and approvals.

Program Setup & Goal Map

Time

Onboarding, intake, and success plan

Hours × hourly rate. Cover prep, goal setting, and milestone design.

Assessment & Report

Item

Running a strengths or 360 with write-up

Qty × unit rate. Include tool name and deliverable to set expectations.

Email/Text Support Block

Item

Asynchronous support between sessions

Qty × unit rate. Define response window and coverage period.

Printed Workbook & Materials

Item

Taxable

Providing a physical workbook or kit

Qty × unit cost. Client keeps materials; ship or hand off at first session.

After-Hours Session Surcharge

Item

Evenings, weekends, or holidays

Qty × surcharge rate. Apply only when the client selects off-hours.

Travel Time

Time

Driving or transit to on-site work

Duration × hourly rate. Log origin, destination, and purpose.

Retainer Deposit

Item

Holding time for a month or quarter

Qty × retainer amount. Apply against future sessions; note refund policy.

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Common Business and Life Coach Invoicing Mistakes

These slipups slow payment and spark disputes, but each has a simple fix you can apply today.

Mistake

How to fix it

Not stating a clear payment schedule and due date, which delays payment.

Set net terms and calendar dates in the agreement and on the invoice. Match reminders to those dates so clients know exactly when to pay.

Bundling time and deliverables together, which hides value and confuses reviewers.

List time and outcomes on separate lines. Keep names short and use plain language a non-specialist will understand.

Record the deposit in your system and display it as a prior payment or credit. State the remaining balance after the credit.

Include the date and duration for each session in the billing period. Tie each to the agreed scope.

Not stating how tax is handled, which creates surprise charges.

Say if tax applies and to which items. Add the rate or note that it does not apply, and check local rules.

Using vague package names, which hides outcomes and weakens perceived value.

Name the package with the count and outcome in plain words. Keep it consistent across proposals and invoices.

Business & Life Coaches Invoice FAQs

Bill coaching sessions, packages, workshops, assessments, travel, and no-shows with clean line items, markup, and terms for individuals and organizations, clear answers.

How should I bill a multi-session package?

Use a single package line plus a per-session note. Include start and end dates. Line item example: 6-Session Package - 60 minutes each - $1,200.

What belongs on a group coaching bill vs 1-on-1?

Show headcount, per-seat price, and total, plus your facilitator time. For 1-on-1, list session length and rate. Line item example: Group Coaching - 12 participants x $150 - $1,800.

Can I charge for assessments like DiSC or MBTI?

Yes. List the tool license as a pass-through and your admin time separately. Line item example: DiSC Assessment License - $75; Assessment Setup - 30 minutes - $60.

How should I handle cancellation and no-shows?

State a clear window and fee in your terms, then show it when it applies. Use date and session reference. Line item example: No-Show Fee - 4/10/2025 - 60-minute session - $125.

What’s the right way to price and bill retainers?

Define the monthly scope, response time, and rollover rules. Deduct sessions or hours against the retainer balance. Line item example: Executive Coaching Retainer - 8 hours - $1,200.

How do I bill travel and on-site days?

Charge travel time, mileage or airfare, and per diem when you’re on location as a consultant. Keep travel separate from coaching time. Line item example: On-Site Day - 8 hours - $1,000; Mileage - 120 miles - $78.

What should appear on a corporate invoice with a PO?

Add the client’s PO number, department, and session schedule. Match the PO wording and split by cost center if requested. Line item example: Leadership Track - Week 1 Sessions - PO 45677 - $2,400.

Do I need to collect sales tax on coaching?

Rules vary—check local rules. Some states tax training or digital products. Line item example: Sales Tax - 6% - $48.