Free Life Coach Invoice Template & Generator

Invoice coaching clients per session, by package, or on a monthly retainer. Add your rate, reference the program or period, and download a clean, professional PDF that reflects your practice.

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Session, package, or retainer billing for coaches

Coaches bill several ways: per session, as a multi-session package paid up front, or a monthly retainer. For sessions, list the number and your rate; for a package, add one line for the program (e.g. a 12-week coaching package) and note what is included; for a retainer, reference the month covered. Clear invoices reinforce that coaching is a professional service worth the fee.

Getting paid up front and on time

Because coaching is relationship-based, many practitioners bill packages in advance or invoice retainers at the start of each month. Set simple terms, make paying easy, and offer online payment — invoices with convenient online payment get paid up to twice as fast, per Xero (2024). Number your invoices sequentially for clean records at tax time.

How to make a life coach invoice in 7 steps

  1. Open the invoice with the fields already set up

    Start from this page so the invoice loads with line items and wording used for life coach work. Creating and previewing needs no account.

  2. Add your details and the client

    Enter your business name, address and contact details, then the client name and billing address exactly as they should appear on the record.

  3. Give the invoice a number and dates

    Use a unique invoice number in one unbroken run, then set the issue date and the due date so the payment term is unambiguous.

  4. Replace the sample lines with the work you did

    Swap the example lines for the real job. Describe each item plainly enough that the client recognises it without calling you. The starting lines here open with coaching session (60 min).

  5. Check the totals and any tax

    Totals calculate as you type. Confirm the quantities, rates and any tax line against your own records, since sales tax rules and what is taxable differ by jurisdiction.

  6. State how and when to pay

    Add the payment terms, the methods you accept and any late fee your agreement allows, so the client has no reason to wait for clarification.

  7. Preview, then download the PDF

    Read the finished invoice before you send it. Preview is free; a PDF download costs $4.99, or is included with Unlimited.

Frequently asked questions

How should a life coach invoice a coaching package?

Add one line for the package (e.g. "12-week coaching package") at its total price, and note the number of sessions included. Bill it up front or split into installments, then download the PDF. Repeat with a new invoice number for renewals.

Do life coaches need to charge sales tax?

In most US states, coaching is a personal service that is not subject to sales tax, but rules vary and some states tax certain services. Check your state revenue department, and if needed, add a tax rate in the editor.