Therapist Invoice Template

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

Therapist 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.

Therapist Invoice Template

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

Therapist 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

If you are one of the many mental health therapists running their own private practice, you probably have a lot on your plate. You spend most of your working day with your patients, organizing online sessions, reviewing your notes or staying up-to-date with recent theories and research. So when it's time to charge clients for your valuable work, you want to have an efficient process that doesn't take much of your time so you can continue to invest it in your practice.

Instead of spending hours creating an invoice for each of your patients, why not make your life easier and create a comprehensive therapist invoice template that you can quickly fill in and send out. But what information should be included in your mental health therapy invoice? Read on to find out the basic elements you must cover in your template.

Note: Get ultimate invoicing efficiency with Bonsai's all-in-one product suite specially designed for freelancers and small business owners. We help you reduce the time spent on tedious admin work so you can make the best of your practice. We offer contract, proposal and therapist intake form templates. Click here to start sending invoices today.

Essential Elements of Professional Invoice Templates

When creating your therapist invoice template remember to make it functional for both you and your clients. You must include all business-related information to help you keep your accounting records organized, but at the same time, make it simple and easy-to-understand to avoid spending any extra time clearing out any doubts. Here are the basic but essential elements to include.

Business Information

First, start your therapist invoice template with a section for your full name and contact details such as phone number, address and email address, as well as your therapy practice or clinic business name. Don't forget all the required licensing information, and the services you specialize in, for example pediatric therapy, holistic therapy, or family business therapy.

Branding Elements

For more professional invoices add branding elements to your therapist invoice template such as your company logo or industry-related imagery. This will make your invoice reflect the essence of your practice making them easily identifiable for your clients, and boosting brand awareness.

Patient Information

Next, include a section for your patient's information. Start with their full name, phone number, address, and email address if you are sending invoices via email. If your patient is not the person in charge of making payments, then include a "bill to" section providing the contact details of whoever is held responsible for settling the bill (patient's parents, family or tutor).

Invoice Number and Date

Always make sure your invoices have a unique invoice number so you can easily keep track of client payments and maintain your accounting records well organized. You must also include the date when the invoice was sent out, which will help you determine the payment due date (usually 30 days after the invoice date), and apply any late payment penalties accordingly.

Health Insurance Information

In case you provide therapy services for health insurance claims, include a section in your therapist invoice template to add all necessary information such as health insurance provider, claim number and terms of service.

Services Provided

Your invoice template must have enough information for an itemized list of all the therapy services provided, including diagnostic and treatment along with a short description and cost of each. If you provide therapy sessions for a flat or hourly rate, specify the unit price, and total cost. You may also include the dates when the services were provided.


On the totals section of your therapist invoice template include separate lines for the total cost before taxes (subtotal), then add the applicable taxes and state the final amount due. In case you are providing a discount such as financial hardship, first-time patients, or referrals, include it in this section by subtracting the amount from the subtotal before you factor in the taxes. Feel free to highlight this line in a different color and provide a short description of the discount so it makes a better impact on your patient.

Payment Details

The key to getting prompt payments is to provide clear, easy-to-follow payment instructions, and multiple payment options. Make sure your invoice template includes all of your accepted payment methods such as credit/debit cards, checks, online payments, ACH transfer, etc. Add the corresponding account numbers, payment links, and mailing address for checks.

You may also mention your payment terms on this section such as partial payments, payment plans, applicable late fees and even incentives for early payments such as discounts on current or future invoices. Make it easy for your client to stay on track and avoid call-backs for clarification on the payment process.


You can add a final section to their invoice templates to leave a personal note, or thank you message for patients to let them know how much you loved working with them and wish them well in future endeavors. This can easily help you strengthen the relationship with your clients and may even lead to valuable referrals.

Many therapists include notes providing details regarding the therapy progress. If you are doing so, make sure you keep your notes compliant with the Gillman HIPAA method to avoid violating your patient's confidentiality, especially if they are not the ones paying for the therapy.

Use Our Free Invoice Template for Therapists

With so much you put into keeping all aspects of your practice under control, the last thing you want is an extra time-consuming task like creating your own invoice templates. Luckily, you can simply download Bonsai's fully customizable invoice template specially designed for therapists.

Whether you need a psychologist invoice template or a psychotherapy invoice template, Bonsai has you covered.

In just a few moments, you'll have a personalized invoice ready to be sent out, ensuring consistency, clarity and professionalism every time. Once you have adjusted the free invoice template to your liking, save it in your preferred format and keep using it for future patients to drastically reduce the time you spend on your billing process.

If you want more help getting your administrative work done efficiently, Bonsai offers you an all-in-one product suite with multiple tools that can help you take your business to the next level. Take advantage of our complete accounting, tax and invoicing software, as well as a fuss-free checking account to help you keep your finances under control. Sign up to send unlimited invoices today.

Frequently Asked Questions
Questions about this template.

What is the best free invoice template?

To send clients professional billing requests, Bonsai's free invoice templates are the best. You may submit partial payment requests, set up recurring payments, and fully streamline the process with our automated invoicing software.

Can I design my own invoice?

Bonsai lets you design your own invoice template (colors, logo, layout) for free. Just edit the relevant details, add your business logo and email the invoice.

Is there a template for invoices?

Start by updating a Bonsai invoice template. Add yout company contact information, the invoice number, your company logo, the clients' contact information, a breakdown of the services you performed, and the total amount after that.