Coaching Package Invoice Template

A coaching invoice often goes to a sponsor's accounts team who weren't part of the conversation. This template lists the full engagement, from the 360 intake to sponsor meetings, and bills the first of two installments, so anyone approving it can see what the organization is paying for.

  • Executive coaching engagement, six months
  • Installments
  • Online payment by card or bank transfer
Free, no account needed to start. Not legal advice.

Use it when a coaching engagement or package is signed, or adapt it to bill a single session or a monthly coaching fee.

The full template

Every line, price, and note is yours to change when you use the template in Clientary, and your client's details fill in from their record.

In the editor, the totals add up as you type. Once you send it, your client pays online by card or bank transfer. Edit this template online

Executive Coaching, Installment 1 of 2

This invoice covers the first installment of the six-month executive coaching engagement, due on signing. The full engagement is listed below, with the second installment invoiced at the midpoint check-in.

Executive coaching engagement, six months
Intake, stakeholder interviews, and 360 summary$3,500.00
Coaching sessions (60 minutes, every two weeks) (12)$7,200.00
Sponsor alignment meetings (start, midpoint, and close)$750.00
Between-session support (months) (6)$900.00
Installments
Second installment (invoiced at the midpoint)-$6,175.00
Total$6,175.00

Notes

Payment is due within 15 days. You can pay online by card or bank transfer from this invoice.

The second installment of $6,175 is invoiced at the midpoint check-in, about three months after the first session. Sessions cancelled with less than 24 hours' notice count as held.

How to use this template in Clientary

  1. Edit it online. Change any line item, price, or note, or add your own. No account needed.
  2. Preview it as your client will see it. Fill in who it's for and pick a design.
  3. Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your invoice is waiting in your new account with your client's details filled in.
  4. Send it to be paid. Your client pays online, and you can see when it's viewed and paid.

Learn more about invoicing in Clientary.

Frequently asked questions

How do coaches bill a coaching package?

Commonly in full upfront, or in installments, such as half on signing and half at the midpoint. Individual clients often prefer monthly payments, while organizations may prefer one invoice per engagement.

Who should a coaching invoice go to when an employer pays?

Usually the sponsor's accounts payable contact, with a purchase order number if they use them. Keep the invoice to what was agreed, and leave out anything said in sessions.

Is this coaching package invoice template free?

Yes. Read and copy the full text on this page, or edit it online and see it as your client will. When it's ready, start a free Clientary trial to send it or download it as a PDF.

Has a lawyer reviewed this template?

No. It's a general starting point written by Clientary, not legal advice, and it hasn't been reviewed by a lawyer for your situation or the laws where you and your client work. Have your own counsel review it before you use or sign it.

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