Therapy and counseling invoice template
Private-pay clients often send their therapy invoices to an insurer or a health savings account. This template records session dates, service codes, your credentials, license and NPI, and optional diagnosis codes so the invoice can serve as a superbill.
No sign-up, no watermark. Made in your browser; nothing is uploaded.
Free trial: 1 run of Invoice Generator every day. After that, 2 credits per run.
What this template includes
- Your business name, address and contact details
- Customer name and address
- Document number and issue date
- Provider name and credentials
- License #
- NPI (US)
- Diagnosis code(s)
- Place of service
- Line items with units, fee and amount
- Tax, discounts, amount paid and balance due
What makes it usable as a superbill
Insurers generally ask for the provider name, credentials and NPI, the client name, the date of each session, the service code, the fee and the amount paid. Diagnosis codes are usually needed too, which is why the field is there but optional.
Keeping client data private
The invoice is built in your browser and saved only on your device. Anyone with access to this browser profile can open saved documents, so use a private profile on a shared computer.
Questions
Which service codes do therapists use?
In the US, sessions are usually billed with CPT codes chosen by session length and type. Enter the code you use in the service code column; the tool does not choose codes for you.
Should therapy be taxed?
Therapy by a licensed practitioner is usually exempt from sales tax, VAT or GST, which is why sample lines are marked as not taxable. Check the rules for your profession and country.
Can I show a sliding-scale fee?
Yes. Enter the fee you charge as the rate, or show the full fee with a line discount so the client and insurer both see the reduction.