Therapist Invoice Template should be acquired from this page then put to use as a primary method for requesting a due payment. This will give the Recipient the documentation needed to pay this bill successfully (i.e. an insurance company may require it) as well as maintain a record of the payment status for the care, services or products being billed. This template only requires the basic information to achieve this task but may be fitted with additional sections or customized as required by the situation.

How to Write in PDF and MS Word

Download: Adobe PDF & Microsoft Word (.docx)

1 – Access The Therapist Invoice From This Page

The invoice required to bill a Therapy Client is downloadable using the “PDF” button near the image. You may also choose to download the “Word” version if you prefer. Both of the similarly labeled links above will give you access to the same file.

2 – The Therapist’s Identity Is Mandatory Information

The Therapist that is sending this bill will need to identify his or her Practice in the field containing “Company Name.”      Next, record the Therapist’s “Name” or that of an Office Employee who can discuss this paperwork as well as the mailing address on the first four labeled lines. Notice that “Street Address” and “City, State, Country” will separate the first two address lines of this address from each other and the “ZIP Code.” Produce all this information where it is requested by label.                                    The next part of this header will contain the “Phone” and “E-Mail” lines. Use these to give the Therapy Client these additional options for contacting the Therapist Office.                                   

3 – This Paperwork And Its Recipient Have Individual Sections Of Presentation

The shaded bar separating the header from the body of the invoice contains two labeled areas. Both will require some information recorded on them. Use the first one, labeled “Invoice #” to document the filing or reference number that has been assigned this invoice.      The second area in this bar requests an invoice “Date” which should be supplied with the understanding that the calendar day you enter will be the day the bill officially applies to the Therapy Client.    The column, on the left, is titled “Bill To” and is set to receive the Therapy Client’s information. This is the entity that will answer this invoice with payment thus, covering the costs of the Patient’s therapy. Document the Therapy Client’s entire “Name” on the first line of this section. Note, if this is an entity such as an insurance company then you must make certain any suffixes required in its name are included.    The three empty lines completing this column need the Therapy Client’s mailing address furnished. This will have to be done on a line by line basis.         

4 – Charge The Therapy Client For The Sessions Or Products Needing Payment

The invoice table taking up the body of this page is the designated area for a report on the therapy provided and the cost of this therapy. The “Description” column of this therapy invoice table will present ample room to give a report on the therapy provided while the “Amount” section of this table requires that you price these sessions accordingly. Furnish this material as requested.        Add all the amounts you entered then document this sum in the “Subtotal” box then, calculate the owed “Tax” and document this in the next box.
Confirm the figures you have provided are correct then add the dollar value recorded in “Subtotal” to that in “Tax.” Present this sum as the “Total” amount due in the final box of this column.

Now if appropriate, impose a deadline on this therapy payment by recording how many “…Days” may elapse on an unpaid bill before the Client becomes vulnerable to collection efforts and penalties in the are supplied to the “Payment Is Due Within…” sentence under the table.          Content not previously included can be displayed on the lines attached to the label “Comments Or Special Instructions”                 

How to Write in MS Excel

Download: Microsoft Excel (.xlsx)

1 – Secure The Excel Version Of The Therapist Invoice

The “Microsoft Excel…” link following the word “Download” above will give you access to the therapy invoice pictured on this page. You may also make use of the blue “Excel” button paired with the image to download this file.

2 – You Must Identify The Therapist Sending This

The Therapist sending this invoice will need to identify his or her Practice as the originator of this paperwork. The first cell on this spreadsheet (A1) is meant to receive the Therapists, letterhead image, banner, or logo.              Input the Therapist’s Practice or “Company Name” in cell A2.                                                     Cell A3 expects the full “Name” of an individual who can speak to the Client as a Representative of the Therapist regarding this bill.    A standard consideration afforded to most Invoice Recipient is a well-presented area containing material the Recipient can use to contact the Sender. We will satisfy this expectation by providing the Therapist’s address to cell A4, A5, and A6. Notice these cells contain text-labels (“Street Address,” “City, State, Country,” “ZIP Code”) you should use as a guide for inputting the concerned address lines.     Cell A7, containing the “E-Mail” label, requires the email address currently maintained by the Therapy Practice.     Fill in the Therapist’s telephone number in cell A8         

3 – It Is Imperative You Produce Some Supporting Information

Now that we have identified the therapist, we will need to document some material to define the other components of this transaction. First, place the therapy session’s invoice number to cell F4 and its invoice “Date” to cell H4.        The “Bill To” section (on the right) will begin with cell A12 where the Therapy Client’s full “Name” is needed.    The complete mailing address where this therapy bill must be sent should be documented down the next three cells in column E. Begin supplying this address with its “Street Address” in cell A13, continue with its “City, State, Country” in cell A14, and its “ZIP Code” in cell A15. 

4 – The Therapy Sessions Being Billed Require Definition

Now, that we have identified the Therapist, the Therapy Patient, and the Therapy Client we will need to present the material the Client can use to identify the reason for this bill. Cell A17 (under “Description”) needs an adequate account of the therapist services or the times when the sessions occurred displayed for review.            The next field over, “Amount” (cell H17), requires the costs of the therapy provided. Input this “Amount.” If you are billing for more than one session you have the option of listing each cost separately in this field or reporting it as a sum.             Regardless of how you choose to proceed, cell H18 will need the sum of all charges input. Note that you may not add any taxes when satisfying cell H18.
Any and all taxes the Therapist must add to his or her bill is a mandatory report and this number must be entered to cell H19.       “Total” the values in cell H19 and H18 then place it in cell H20.

4 – The Therapy Sessions Being Billed Require Definition

Look to the bottom left of the spreadsheet where cell A21 is located. Inside this cell is a basic sentence that will impose a payment deadline on the Therapy Client. Simply enter how many “…Days” make up this deadline in place of the brackets presented.      Additional content pertaining to the therapy sessions being billed you may use cell A22 as a place to display this information