Gym Membership Invoice Template aids in solidifying the Client’s commitment to maintaining his or her membership by providing a solid reference point for owed membership dues. It is often a good idea to make sure that all the details of such a transaction are tied to one document that accurately represents the payment required for the membership benefits involved. This paperwork will summarize what the Gym Member must pay while delivering some of the basics to the service, benefits, and products his or her dues are paying for. Additionally, this document can be used by both the Gym and its Client to track the Member’s payment status since it will remain easily identifiable in one’s filing system.
Personal Trainer Invoice – Utilized for billing a client after a specific quantity of days or months of personal training.
Fitness Instructor Invoice – Used for billing a client for usually a month of fitness instructing.
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – Download The Gym Membership Invoice
In order to complete a transaction where a Gym membership is paid for, download the invoice displayed in the window, then open and complete it. You may work with an Adobe PDF file or a Microsoft Word file depending upon your preferences and software environment. Select one of these using the buttons under the window or the “Download” links at the introduction of this section.
Step 2 – Identify The Gym And The Canvasser
There will be several components making up this document. The first is a text box at the top left-hand corner of the page. Currently, this text box reads “Company Name,” you are expected to delete this wording then input the legal name of the Gym. 
Below the Gym’s legal identity, you’ll also be expected to report your own “Name” as the Gym Representative sending this document. If someone else at the Gym will be responsible for corresponding with the Client regarding this paperwork, then input that Customer Representative’s “Name” on this line. The Gym’s mailing address is the next topic of discussion. You should use the blank lines labeled “Street Address,” then “City, State, Country” and “Zip Code” to present the Gym’s mailing address. The Gym Client will appreciate a full complement of the contact information associated with most businesses in the current age, thus, submit the Gym’s “Phone” and “E-Mail” details to the next two blank lines.
Step 3 – List Content Regarding Filing Information
The second section of this invoice is crucial for the purpose of locating and discussing this paperwork in the future. The semi-shaded bar just after the heading will contain a display of two labeled lines: “Invoice #” and “Date.’ The former should have been created at the point of sale or will be determined by the invoicing process you are currently using. Make sure you report the invoice number on the books precisely as it appears onto the first blank line. 
The second line in the semi-shaded bar will seek to inform the Customer exactly when the invoice was created and/or when payment is officially anticipated. Fill in the “Date” you wish used with this document.
Step 4 – The Gym Patron Must be Named To Be Obligated
The Gym Patron at the focus of the membership drive will need his or her identity attached to this invoice in a direct manner so that it may function as expected. Therefore, locate the empty “Name” line under the heading “Bill To” then address the Gym Customer directly by producing his or her “Name” on this line. 
Additionally, the Gym Customer’s full billing address is a requirement of this section. It is important that you supply the correct mailing address of the Gym Customer as the content of the next three available lines (starting with “Street Address”).
Step 5 – Discuss The Gym Membership Being Sold
The Gym membership that is being purchased or paid for through this document should be named by contract or summarized by the membership package. You should list a “Description” of the membership being purchased in the first box of the table at the center of this page. This should be a complete and concise “Description” but if more room is required you will have an opportunity to name attachments later in this invoice. 
The second box, under the “Amount” title, will seek a price for the contracts, memberships, or services being paid for. If you list more than one price here, you should make sure it corresponds to the correct item in the first box. The “Subtotal” box is purely a convenience but can be very useful for invoices that are itemizing costs to the Client. Simply put, add all the gym membership charges you listed above to one sum, then submit this sum as the contents to the “Subtotal” box. If the Gym is required to add sales “Tax,” then report the appropriate dollar value in the next box down. This is largely left up to the locality where the Gym is physically found, so you will have to be up-to-date with the current requirements. Your last task in this column is the box bearing the “Total” label. This area will need you to add the “Tax” you must apply to the “Subtotal” that was recorded. Once you reach this value, enter it to the right of the word “Total.”
Step 6 – Include Supplementary Instructions And Information If Desired
Using the first statement that follows the table, you can impose a deadline for when a payment must be submitted. Inform the Gym Customer how many days he or she has to pay this bill by filling this number onto the blank line after the pound sign (“#”). 
The Client may be due additional terms, provisions, or disclosures regarding membership. If any such material must accompany this invoice, then you may produce it directly after the phrase “Comments Or Special Instructions.” You may also, list the titles of any attachments.
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Acquire Your Copy Of The Gym Membership Invoice
Use the “Excel” button on this site to obtain the paperwork necessary to bill your Client for his or her gym membership.
Step 2 – Document The Name Of The Gym And Its Preferred Methods Of Contact
Our initial task in developing this paperwork is to positively identify the Payee. This will be the Gym the Client wishes to obtain or maintain a membership with. Cell A1 will require the image file containing the Gym’s logo or letterhead. Upload the logo directly to this field. 
The second cell down, A2, should be used as a presentation area of the legal business identity (or “Company Name”) of the Gym.
Use the third cell of column A (cell A3) to document the full “Name” of the Gym Employee responsible for receiving the funds for the concerned gym membership.
Below these names, a series of three cells (A4 through A6) have been labeled with some guiding labels. Substitute the text labels in these cells with the address line being requested. Thus, produce the Gym’s building number and street in cell A4 (“Street Address”) then continue this production with the “City, State, Country,” and “Zip Code.” The “E-Mail” address where the Gym or the Gym Representative behind this paperwork may be reached is required in cell A7. Supply this content if it is available. Our final task in this heading area is located in cell A8. Use this field to display the Gym’s telephone number.
Step 3 – Make A Report On This Paperwork’s Filing Information
Let us turn our focus to cell F4. This cell currently displays some text. You should erase or delete this material and substitute it with the “Invoice #” being called for by the label above.
The Invoice “Date” (H4) has already been produced as the current day, but you may change this to a more appropriate calendar date if required.
Step 4 – Submit The Gym Member’s Billing Details
Whether this invoice is involved with a new Gym Member or is required paperwork to maintain Membership, one person (or entity) must be named as the Payer in cell A11. Substitute the current contents with the full “Name” of this entity or individual. 
Follow this column of cells down to record the full address of the Gym Client or the Payer. This billing address should be submitted in cell A12, A13, and A14.
Step 5 – Supply A Reasonable Account Of The Membership Being Purchased
Presented near the center of this document is a basic table that allows for a report on why the Gym Client must pay the “Amount” on this bill. Before naming these prices, however, documentation of items such as the name of a concerned contract or a promotional package that the Membership should be submitted in cell A17. 
Proceed to cell H17 and input the base cost of each membership item. Sum every recorded price to one value in cell H18. This is known as the “Subtotal” because it will not include any taxes. The “Tax” the Gym is required to charge should be placed in cell H19. Now, take the “Subtotal” of the Gym Membership and the “Tax” that must be added then display these values as one sum in cell H20.
Step 6 – A Production Of Payment Instructions And Relevant Paperwork May be Included
Cell A21 is set with a statement meant to obligate the Gym Member with a reasonably timed payment. This sentence (“Payment Is…”) will need to have the hashtag symbol it contains substituted with the maximum amount of days the Client is given to submit payment with an on-time status. 
The next cell down will accept additional payment instructions as well as provisions, disclosures, and any other membership information that should be included with this paperwork.
