Mental Health Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.

Mental Health Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.


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First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.

Mental Health Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.

Mental Health Invoice Template

Fully editable with custom branding and pre-written offering. Send and get paid online.

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Mental health professionals must usually use detailed invoices when billing clients. However, if you are looking for a customizable invoice template, then there are multiple ways to create your very own!

Get your own free downloadable invoice template from Bonsai, and you can send high-quality unlimited invoices to your clients within minutes. You can also download a free invoice template available in Google docs, Google Sheets, PDF, Excel and Word. However, if you go this route, it can be highly time-consuming. 

But this article will give you all you need to know on creating professional invoices to suit your health practice.

What is a Mental health invoice template?

A therapy invoice template is a valuable tool for mental health professionals to record the details of all the complex treatments and therapy provided.

Especially for small businesses, you want your mental health template to be organized, informative and professional so that you can build trust and confidence with your clients.

Mental health services

Mental health can include emotional, psychological, and social well-being and can affect people in many different ways. Mental health is essential for your quality of life, just like an easy, professional invoicing process is necessary for the quality of your business.

Mental health treatment can cover a wide range of services, including:

  • Family or couples therapy
  • Physiotherapy
  • Psychotherapy
  • Dialectical behavior therapy

As mentioned earlier, mental health can affect people in different ways. The condition and stage of illness can depend on the type of service and health care professional required. In the early stages, a general practitioner can assess a person seeking mental illness help. Still, more extreme cases may require a psychiatrist who specializes in treating people's mental health.

After the therapy has been administered, the therapist will generate an invoice and provide it to the patient. The patient will then have a certain amount of time to pay the bill, which will also be specified on the invoice.

Types of mental health invoice templates

With Mental health invoices, it is important that professionals provide their clients with invoices containing accurate and necessary information so patients can use it for any health insurance claims.

There are many types of Mental health therapy invoice templates that you may need.

The most common invoice types include:

  • Medical records request template
  • Medical insurance invoice template
  • Hospital bill invoice template
  • Psychologist invoice template

It is essential not to get mixed up between medical billing and mental billing, as they are not the same. However, mental health billing needs a lot more attention as it is often difficult to get the insurance claims processed for this.

When you know which invoicing template your client or business requires, you can create a professional invoice template where the blank fields match exactly what you need.

What should you add to a Mental health invoice template

Listed below are several things that you should add to every free invoice template, including:

  • Your health practice details (website, address, phone number, clinic logo, business, and mailing address).
  • The complex treatment and therapy you provide
  • The clients information
  • An individual invoice number
  • Registered and government-approved license
  • Date and details of any medical treatment prescribed
  • Your patient's health insurance provider or any other health insurance company information needed
  • Gross subtotal, before adding the discounts, taxes, and service fees
  • The total amount owed, including the applicable taxes
  • The due date for the requested payment and payment terms
  • Payment calculation method (fee for a specific service description, flat fee, hourly fee etc).

How to write a Mental health invoice template

When you are creating a Mental health invoice template or filling in the blanks of a template, you should follow the steps below:

Your details and the clients details.

Provide the name, address and details for your workplace. Your patient's name, address, and contact details must also be included. Any mental health service provider who treats a patient needs to have a registered license approved by the government, and the exact needs to be mentioned in the invoice as well.

List the complete service provided

You will need to add all the details of mental health therapy provided to the patient, the patient's condition, and how many sessions were attended based on if they have had previous treatment. If your client is receiving ongoing therapy, it is best to create a regular payment plan and use a private practice invoice template. This process keeps all your payments organized and makes manageable regular payments for your patients.

Payment details

Include a detailed bill so that the patient knows what exactly they are paying for. Let your clients know what types of payments you accept - for example, Paypal, bank transfers or any other alternatives.

Payment terms

Payment terms are especially useful, particularly if you have a cancellation policy. For example, if you require your clients to cancel more than 24 hours in advance then having this on your invoice is a great reminder for your patients. You can also add any fees charged for overdue bills here.

Personal touch

Many therapists have a particularly close relationship with their patients. So if appropriate, you can add feedback about their therapy or their progress, or to wish them well if they have finished their treatment with you.

Submit the Mental health invoice template to the customer

You can email or mail the invoice to your client. Or you can present it in person at the appointment.

Tips for using Mental health invoice templates

Here are some tips you can use when you are customizing your invoice templates.

Add miscellaneous costs

Remember any additional expenses you may need to charge while working with a patient, such as travel and include any receipts when you send in your invoice.

Double check the invoice

When you bill a client, you must make sure that the amount you are asking for is correct. As a mental health professional, you don't want to makes a careless mistake compromising your relationship with your client.

Add the essential tracking details

Use numbered invoice codes and a patient code if necessary to help keep you on track of your patients and any ongoing therapy services.

Try Bonsai's Template Today

As a mental health professional, I'm in no doubt you want to limit the administrative work as much as possible. So you must find a reliable platform to send professional invoices easily. With Bonsai's easy-to-use software, you can create your own specialized template. And if your practice is providing ongoing therapy, then recurring invoice templates can also save you time by generating bills automatically and keeping your revenue flowing.

Frequently Asked Questions
Questions about this template.

Can I create my own invoice template?

Yes, with Bonsai's free templates, the specific invoice number, the client's name and address, the invoice date, the client's job description, the client's payment information, and the amount or total cost of the services that must be paid for are already included.

Is there a template on Word for invoice?

You can download one of Google's templates. However, the billing software from Bonsai is far superior. Simply add your logo and the necessary information, then email the invoice.

What is the best free invoice template?

Free marketing invoice templates from Bonsai are the finest for sending clients polished billing requests. With the help of our invoicing software, you can automate the entire process, request partial payments, and set up recurring payments.