The Physiotherapy Invoice Template gives its users the ability to quickly convey the owed amount for a session, an examination, or simply a consultation to the Physiotherapist’s Clients. Only a basic level of information will need to be presented to garner a positive response in the payment. This template organizes the sections that house such information so that once it is opened, the process of reporting will go along smoothly. This template has been made available as a PDF, a Microsoft Word document, or as an Excel Spreadsheet template. You may obtain one or all of these at your discretion, saving your download for future use.
Salary & Hourly Wage ($/hr)
How to Write in PDF and MS Word
Download: Adobe PDF & Microsoft Word (.docx)
Step 1 – Obtain The Physiotherapy Invoice As An Adobe PDF Or Microsoft Word Template
The paperwork needed to bill Physiotherapy Clients is available as an “Adobe PDF” or “Microsoft Word (.docx)” invoice. The downloadable in this section of the page and the buttons captioning the preview both serve to grant access to this file. Thus, choose the file format you prefer from these options then engage the browser dialogue to obtain a copy for your use.
Step 2 – Identify The Physiotherapist Behind This Paperwork
Once you open this invoice, you will notice that the top of the page displays a textbox and a few labeled lines. This is where we will present information regarding the Physiotherapist requiring payment. Begin by listing the Physiotherapy Business Name in the text box holding the “Company Name” label. 
The full “Name” of the Physiotherapist sending this document is an expected presentation underneath the Physiotherapy Business Name you listed. Input this “Name” on the first empty line making sure to include the appropriate prefixes or suffixes (i.e. Dr.) the Physiotherapist uses in his or her legal identity. Continue down this column to present the Physiotherapist’s formal mailing “Street Address” on the next line down to be followed by the necessary “City, State, Country,” and “Zip Code.” Keep in mind this address will be used by the Client as the return address for the Physiotherapist bill if needed. The Physiotherapist’s introduction will conclude with the “Phone” number and the “E-Mail” address Physiotherapy Clients should use to contact the Practice or Office sending this document.
Step 3 – Reference This Document With The Physiotherapist’s Assigned Filing Information
It is important to give the Physiotherapy Client a reference method for this paperwork. A standard reference tool for such paperwork is its “Invoice #.” In fact, a distinct dividing bar presents a blank line for this label so that it will display noticeably once you report it. 
A complement to the invoice number you supplied is its “Date.” This effective “Date” may be any one that you choose and should be documented as the next item in this dividing bar. Seek out the line designated with the word “Date” then produce this information.
Step 4 – Address Physiotherapy Client Directly
The Physiotherapy Client that is the intended Recipient and Payer of this invoice must be documented as such. This paperwork shall make use of the term “Bill To” to call attention to this Party’s identity once you record it on the “Name” line beneath it. 
Attach The Physiotherapy Client’s billing address to this document as well. The three lines beneath the reported Physiotherapy Client “Name” should be utilized to present this mailing address. The first line (“Street Address”) and second line (“City, State, Country”) expect your entries to define this address before presenting the “Zip Code” on the last line of this area.
Step 5 – Discuss The Physiotherapy Sessions Requiring Client Payment
The physiotherapy consultation or treatment session will need some “Description” before its payment is requested. The first column of a basic invoicing table will accept details such as the physiotherapy appointment date/times and relevant details such as the exercises or treatments involved. 
The next column, “Hours,” will further define the concerned appointment. Review the records for that day, determine the number of “Hours” spent with the Physiotherapy Client, then document this length of time in the “Hours” column of this table.
Step 6 – Formally Bill For The Physiotherapy Sessions
The “$/Hour” column refers to the Physiotherapist’s pay rate. Document this as a dollar value that will be paid to the Physiotherapist for every billable hour spent with the therapy patient. Now it is necessary that we translate the previous figures supplied as an “Amount” that must be paid for the physiotherapy appointment. To achieve this, multiply these figures (“Hours” and “$/Hour”) across each row then input the result in the “Amount” column of the same row. This table requires that you only perform this calculation across each row and never down a column. The remaining tasks this table sets are located at the bottom of the final column. The “Subtotal” field is placed here so you may deliver a summary of the owed physiotherapy amounts you calculated and reported. Add all such results to one sum, then enter it next to the term “Subtotal” in the shaded field. Depending on what was required by the Physiotherapy Client, some taxes may need to be applied to the “Subtotal.” For instance, if any exercise equipment was purchased and the state where the Physiotherapy Practice operates has a sales “Tax” requirement then you must calculate the sales “Tax” expected and report it as a dollar value in the next field down. The full amount owed will be defined as a “Total” of the physiotherapy appointment(s) “Subtotal” and “Tax.” Add these two dollar values to one another then produce them as the “Total” in the last field of this column.
Step 7 – Determine Than Report The Physiotherapy Payment’s Grace Period
We shall close this paperwork with a declaration of the number of “Days” the Physiotherapy Client is allotted to gather and submit payment. Input this number on the line attached to the words “Payment Is Due In..” 
Step 8 – Optional Discussions, Dialogues, Or Instructions May Be Produced
If the Physiotherapist has any additional instructions regarding therapy or payment, then you may document them after the “Comments Or Special Instructions” label. 
How to Write in MS Excel
Download: Microsoft Excel (.xlsx)
Step 1 – Save The Physiotherapy Invoice As An Excel Template
The spreadsheet template presented through the “Microsoft Excel (.xlsx)” link or “Excel” button should be selected to download the invoice form needed to bill Physiotherapy Clients.
Step 2 – Introduce The Physiotherapist Seeking Payment
The Invoice Sender or the Physiotherapy Business requiring payment should be identified at the top of the page. Hence, select cell A1 then use the “Insert” option to upload the Physiotherapy Business’ trademark, page banner, or logo to this field. 
Even if the image you uploaded contains the Physiotherapist’s “Company Name,” cell A2 will expect that you type it in directly to its contents and cell A3 will require your input of the first name, (if applicable) middle name, and last name of the Physiotherapist or the Physiotherapy Employee who should be contacted for discussions revolving around this paperwork. As you proceed down column A, the next two cells will seek the Physiotherapy Practice’s mailing address produced as a “Street Address” (cell A4) and “City, State, Country” (cell A5). Naturally, the Physiotherapy Practice’s “Zip Code” for the address above is the next expected item. Present it in cell A6. Cell A7 displays the word “E-Mail” as a placeholder for the Physiotherapy Practice’s email address. Produce this information for the benefit of the Physiotherapy Client receiving this document. Finally, dispense the Physiotherapy Practice’s “Phone” number in cell A8
Step 3 – Properly Identify This Paperwork As The Physiotherapy Bill
Across from the Physiotherapy Practice’s office information are two additional fields that require attention. The first of which, titled as “Invoice #.” is cell F4. Use this cell as a display area for the distinct reference or filing number for the physiotherapy’s “Invoice #” for this document.
Continue to the right by reporting the “Date” the Physiotherapy Practice formally requests payment be submitted in cell H4.
Step 4 – Direct This Document To The Physiotherapy Client
This spreadsheet intends to display a clear area of display for the identity and address of the Physiotherapy Client. Thus, make use of cells A11 through A14 by submitting the “Name” of the Physiotherapy Client along with the appropriate billing address in cell A12 (“Street Address) and cell A13 (“City, State, Country”) followed by the Physiotherapy Client’s “Zip Code” in cell A14. 
Step 5 – Document The Physiotherapy Consult Or Sessions Requiring Attention
Now this paperwork has been fully identified with its filing information and involved Parties. The next area will feature a table with adequate room for several reports to be discussed. First, tend to column A of this table (beginning with cell A17) with a definition of the appointment being billed. For instance, the physiotherapy’s date and times of appointment along with a “Description” of the treatments or subject matters discussed are appropriate topics to be displayed. You may discuss more than one appointment at your discretion, but it is recommended you keep each discussion in a separate row. 
The second column this table occupies (column F) continues the definition of the appointment being billed. Refer to your records, then document how many “Hours” the Physiotherapist spent with the Client during each appointment that requires payment. Remember to list the “Hours” of the physiotherapy appointment on the same row as the appointment being referred to. Do not enter a time in this column as such a report will interfere with formula utilized by this sheet.
Step 6 – Invoice The Discussed Physiotherapist’s Services Or Products
Column G (of this table) will also require attention through your entries. As the title of this area suggests (“$/Hour”), we will solidify how much money must be paid to the attending Physiotherapist for every hour of the concerned appointment. The dollar value that you supply here then contributes to a spreadsheet formula that populates the majority of the final column. This will be the case for every row that you document the previous three items we discussed. However, one additional piece of information will be necessary to finalize this table. Locate the word “Tax” labeling cell H28. This designation requires that any taxes the Physiotherapy Office must charge to the Recipient be submitted to cell H28. It will be up to the Physiotherapy Practice to be aware of all applicable sales and service taxes that may need to be charged. Once you have reported the “Tax” amount requiring payment, the “Total” will reflect the addition appropriately. This will complete the table; however, it is always recommended to give a final review for accuracy.
Step 7 – An Optional Area Of Discussion Is Provided For Remaining Topics
Cell A31 allows a continuation of the Physiotherapy Invoice after the label “Comments Or Special Instructions” 
