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Coaching Invoice Template

Session packages, assessments, sponsor billing and confidentiality. Free PDF.

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Executive coaching is usually paid by an employer for a person who is not the buyer, which makes the invoice a small confidentiality problem. It has to give the sponsoring company enough to approve the spend without telling them anything the coaching relationship depends on keeping private.

INVOICE Issued
Invoice number:INV-0001
Date of issue:August 2, 2026
Date due:August 16, 2026
Currency:USD
Issued by
Rowan Fitzhugh Coaching
12 Compass Lane
98104 Seattle, WA
United States
office@fitzhughcoaching.example
Bill to
Norsworth Technologies
2200 Union Street
98101 Seattle, WA
United States
people.ops@norsworth.example
Amount due
$5,750.00
Due in 14 days · Aug 16, 2026
Confidentiality
Six sessions were delivered as scheduled. The content of coaching sessions is confidential to the coach and the individual; the close-out summary covers goals and progress only and was reviewed and agreed with the individual before it was shared with the sponsor.
Description Qty Rate Tax Amount
Coaching sessions — 90 minutes
Six sessions delivered in the engagement period
6$525.00—$3,150.00
360 feedback assessment
Instrument licence, twelve raters, debrief session
1$1,450.00—$1,450.00
Sponsor alignment meetings
Two three-way meetings at start and midpoint
2$350.00—$700.00
Engagement close-out
Written summary of goals and progress against them, agreed with the client first
1$450.00—$450.00
Subtotal$5,750.00
Total$5,750.00
Amount due $5,750.00
Terms
Net 30. Sessions cancelled with less than 48 hours' notice are counted as delivered.
Invoice #INV-0001 · Rowan Fitzhugh Coaching · Page 1 of 1

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What to put on a coaching invoice

  • Who is being billed — the sponsoring organisation or the individual
  • The engagement period and the number of sessions in it
  • Sessions delivered, counted, without describing their content
  • Assessments or 360 feedback as their own lines, since they carry licence costs
  • Sponsor or stakeholder meetings separately from coaching sessions
  • A line confirming the confidentiality boundary, so nobody expects a progress report

Questions

How much detail can the invoice carry?

Dates and counts, not content. A sponsoring employer is entitled to know that sessions happened and that the engagement is on track; what was discussed is the thing the coaching stops working without. The invoice is where that line gets drawn in practice.

Should stakeholder meetings be billed?

Yes, separately. Three-way meetings with a manager and an HR sponsor are real time and a different activity from coaching, and an engagement that includes several of them costs meaningfully more than one that does not.

Why bill assessments separately?

Because they carry per-use licence costs you are passing on, and because a client may want them and not the coaching, or the reverse. Bundled, the coaching rate looks inflated to anyone comparing it.

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