Get Your Free Mental Health Invoice Template

Mental health professionals create accurate invoices that detail their services so patients can submit the invoices to their health insurance provider for reimbursement.

You can create professional-looking invoices and streamline your accounting system with the free mental health invoice templates from FreshBooks. It’s important that your invoicing system allows you to maximize your time spent serving clients instead of dealing with paperwork.

Choose a free invoice from the options below to create customized invoices tailored to the needs of your practice and patients.

Download your free mental health invoice template in the format that works best for your business: .DOC, .XLS, .PDF, Google Docs and Google Sheets. View all our free invoices on our main invoice templates page.

What Is a Mental Health Invoice Template Used For?

Mental health professionals use invoices to bill clients for their services. Invoices include an itemized list of the services provided, the date of each service and a total amount owing for the treatments.

Invoices are the foundational accounting document for all types of mental health professionals, including psychiatrists, therapists, social workers and family counselors.

Invoices also provide important documentation for the clients of mental health professionals. Clients can submit invoices as proof of the services they received for health insurance claims.  

How to Create a Mental Health Invoice

Follow these steps to create a detailed mental health invoice and get paid for your services:

1. Download the free mental health invoice template from FreshBooks
2. Include your practice’s logo in the invoice header
3. Add your business contact information: name, address, email address and phone number
4. Add your client’s contact details, including the client’s name, address, email address and phone number
5. Create a unique invoice number and include the invoice date and payment due date
6. Include an itemized list of the services you provided with brief descriptions of each service
7. Add your rates for each service provided
8. Include any additional details your client may need to submit insurance claims
9. Include the total amount due for the invoice and add applicable taxes
10. Describe your payment terms, including any late fees charged for overdue payment
11. Send the completed invoice to your client by email or mail or present it in person at the appointment

Download a Mental Health Invoice Template for Free

Create professional-looking invoices to get paid for your mental health services. Provide clients with customized bills that help them submit their health insurance claims.

Download the free mental health invoice template from FreshBooks to streamline your invoicing process. FreshBooks offers simplified accounting solutions for small businesses from North America to the UK.

Get started sending accurate invoices today with the mental health invoice template.