Business Coach Invoice Template
A business coach invoice bills month, lists services, products and travel on separate lines and states the terms (Monthly instalments due on the 1st, or paid in full at sign-up). This template is pre-filled for three-month coaching program for a small agency owner with an in-person strategy day and a team workshop: 7 lines totalling $6,437.00 before tax. Edit it and download the PDF.
Pre-filled for a business coach: three-month coaching program for a small agency owner with an in-person strategy day and a team workshop. Example prices: replace them with your own.
From
Bluebird Business Coaching
440 Market Street
Madison, WI 53703
billing@example.com
(312) 555-0140
Invoice
Bill to
Chris Novak
8 Chestnut Lane
Salem, MA 01970
client@example.com
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Business coaching programTwo 60-minute sessions per month plus email support | 3 month | $900.00 | $2,700.00 |
| Business assessment and 12-month goal planIntake questionnaire and financial snapshot review | 1 each | $450.00 | $450.00 |
| In-person strategy day6 hours on site, priorities and quarterly plan | 1 day | $1,500.00 | $1,500.00 |
| Team workshop: delegation and accountability | 1 session | $1,200.00 | $1,200.00 |
| Additional one-to-one session | 2 session | $250.00 | $500.00 |
| Printed planning workbook | 1 each | $45.00 | $45.00 |
| Mileage to client office | 60 mile | $0.70 | $42.00 |
- Subtotal
- $6,437.00
- Balance due
- $6,437.00
Notes
Thank you for choosing Bluebird Business Coaching. Terms: Monthly instalments due on the 1st, or paid in full at sign-up.
Payment details
Bank transfer or card. Please quote the invoice number.
Made with Billwise - invoice-pdf-maker-app.web.app
Preview of the PDF. Everything stays in your browser: nothing is uploaded.
Business Coach invoice at a glance
| Typical job | Three-month coaching program for a small agency owner with an in-person strategy day and a team workshop |
|---|---|
| Main billing unit | month |
| Usual payment terms | Monthly instalments due on the 1st, or paid in full at sign-up |
| Deposit practice | The first month or the full program fee is usually paid before the first session, which also reserves the client's place in the program. |
| Sample lines | 7 lines, $6,437.00 before tax |
| Largest line | Business coaching program: $2,700.00 (42%) |
| Trade-specific fields | Program name, Program dates, Sessions used / included, Coachee name, Company name |
Sample business coach invoice line items
Three-month coaching program for a small agency owner with an in-person strategy day and a team workshop: 7 lines adding up to $6,437.00, split into services $6,350.00 (99%), products $45.00 (1%) and travel $42.00 (1%).
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Business coaching program (Two 60-minute sessions per month plus email support) | 3 month | $900.00 | $2,700.00 |
| Business assessment and 12-month goal plan (Intake questionnaire and financial snapshot review) | 1 each | $450.00 | $450.00 |
| In-person strategy day (6 hours on site, priorities and quarterly plan) | 1 day | $1,500.00 | $1,500.00 |
| Team workshop: delegation and accountability | 1 session | $1,200.00 | $1,200.00 |
| Additional one-to-one session | 2 session | $250.00 | $500.00 |
| Printed planning workbook | 1 each | $45.00 | $45.00 |
| Mileage to client office | 60 mile | $0.70 | $42.00 |
| Subtotal | $6,437.00 | ||
| Total before tax | $6,437.00 |
What a business coach invoice should include
- Your business coaching practice name, address, phone and email, plus a tax ID if you are registered
- The customer's name and billing address (Chris Novak in the sample)
- A unique invoice number (INV-4806) and the issue date
- Payment terms and a due date: Monthly instalments due on the 1st, or paid in full at sign-up
- Program name: for example See notes
- Program dates: for example 27 November 2026
- Sessions used / included: for example 27 November 2026
- Coachee name: for example See notes
- Line items in month or per item, each with quantity, rate and amount
- How to pay you: bank details, card link or cheque payee
How business coaches bill
Business coaches usually sell a program with a set number of sessions over three to six months, paid monthly or in full, and bill strategy days and team workshops separately.
Business coaches commonly use "Monthly instalments due on the 1st, or paid in full at sign-up". The first month or the full program fee is usually paid before the first session, which also reserves the client's place in the program.
U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024: median hourly wage of Management Analysts $48.65 (employees, not contractor rates).
Business Coach invoicing tips
- Show sessions used against sessions included on each monthly invoice, so an owner who skipped calls during a busy month can see they were offered and cannot later say the program was under-delivered.
- Print your session cancellation window, for example 24 hours, on the invoice, because rescheduled calls in a busy owner's calendar are where coaching programs start to slip.
- When the company rather than the owner personally pays, invoice the company's legal name and describe the work as business coaching services, so the owner's bookkeeper can record it as a business expense.
- Bill team workshops separately from the owner's one-to-one program, since training for staff is often paid from a different budget and approved by someone else.
Business Coach billing disputes to head off
- Clients who stop turning up ask for the remaining months back; an invoice naming the program term and refund policy, and recording sessions offered, prevents an open-ended argument.
- A paid-in-full discount that is not shown as its own line makes a fair partial refund impossible to calculate later.
Work a business coach can bill for
Core tasks of Management Analysts (O*NET 13-1111.00, O*NET 29.x task statements, CC BY 4.0). Each can become a line on the invoice.
- Gather and organize information on problems or procedures.
- Analyze data gathered and develop solutions or alternative methods of proceeding.
- Confer with personnel concerned to ensure successful functioning of newly implemented systems or procedures.
- Develop and implement records management program for filing, protection, and retrieval of records, and assure compliance with program.
- Review forms and reports and confer with management and users about format, distribution, and purpose, identifying problems and improvements.
- Interview personnel and conduct on-site observation to ascertain unit functions, work performed, and methods, equipment, and personnel used.
How to make a business coach invoice
-
Add both parties
Enter Bluebird Business Coaching (your business) and the customer, Chris Novak, then program name.
-
Number and terms
Give it a unique number such as INV-4806 and set the terms to Monthly instalments due on the 1st, or paid in full at sign-up.
-
List the work
One line per item: the sample runs from "Business coaching program" (3 month) to "Mileage to client office" (60 mile).
-
Check the total
The 7 lines come to $6,437.00; add sales tax only if your state taxes business coaching.
-
Download and send
Download the PDF or print it, then keep a copy with the business coaching records.
Frequently asked questions
How do I make a business coach invoice?
Add your business coaching practice details, the customer, program name, program dates, sessions used / included and coachee name, then one line per item with quantity and rate. The template above is pre-filled with 7 lines for three-month coaching program for a small agency owner with an in-person strategy day and a team workshop totalling $6,437.00; change the prices and download the PDF.
How do business coaches charge?
Mostly month. Business coaches usually sell a program with a set number of sessions over three to six months, paid monthly or in full, and bill strategy days and team workshops separately.
When should a business coach invoice be paid?
Monthly instalments due on the 1st, or paid in full at sign-up is the usual arrangement. The first month or the full program fee is usually paid before the first session, which also reserves the client's place in the program. Put the terms and the due date on the invoice so there is no doubt.
How much do business coaches earn per hour?
U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2024: median hourly wage of Management Analysts $48.65 (employees, not contractor rates). Self-employed rates are usually higher because they cover overhead and unbilled time.