● Convert workshops, wellness programs, or monthly retainers into invoices with a single click.
● Stay organized by clearly listing services, dates, deliverables, and company contact info.
● Prevent errors with required fields and automated pricing calculations.
● Deliver a polished, branded invoice—leave behind spreadsheets and generic templates.
● Speed up payments with clear service descriptions and structured billing timelines.
● Track one-time sessions, ongoing wellness programs, surveys, and employee engagement audits with ease.
● Include payment terms, engagement scope, cancellation clauses, and project milestones to protect your agreements.
● Store client contracts, session logs, and billing history in one easy-to-manage system.
● Maintain digital documentation for internal reviews, tax reporting, and client renewals.
● Streamline operations and present your services with professional clarity.
● Designed for workplace wellness professionals – Perfect for invoicing health initiatives, culture workshops, team trainings, and strategic consulting.
● Professional layout – Reinforces credibility with HR teams, executives, and procurement departments.
● Accelerates payment cycles – Transparent breakdowns reduce confusion and administrative delays.
● Simplifies tracking – Manage multi-phase projects, client records, and invoices with ease.
● Use our online invoice generator – Quickly generate customized, print-ready invoices.
● Include the following essential information:
Your company name & logo
Client company and contact details
Description of services (e.g., “Employee Burnout Prevention Workshop,” “Quarterly Culture Assessment,” “Ongoing Wellness Program – March 2025”)
Itemized fees (e.g., consulting hours, workshop facilitation, materials, travel costs)
● Automatic calculations – Subtotals, tax, and total amounts are calculated for you.
● Send or save – Download as a PDF or email directly to your client’s HR or finance team.
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