What to include in a therapy invoice
- Session date and length. Each visit dated with its length, since insurers, HSA administrators and clients checking a package all work from dates and minutes.
- Treatment type. Swedish, deep tissue, sports or clinical treatment named on the line, or the service code when a client is claiming from insurance.
- Package sessions used. The package bought, the sessions used to date and the sessions remaining, so neither of you has to count from memory.
- Late cancellation fee. A missed or late-cancelled appointment billed on its own line with the date, under the notice window stated in your policy.
- Products and add-ons. Hot stones, aromatherapy or retail products sold at the visit, kept apart from the session because they may be taxed differently.
- Out-of-pocket expenses. Travel for home or on-site visits and anything else you paid on the client's behalf, reimbursed on its own line rather than inside a session price.
- License and provider numbers. Your state license number and, when a client claims from insurance, your NPI number and tax ID, which claim forms ask for.
- Payment date and method. How and when each session was paid, which turns the invoice into proof of payment the client can submit with a claim.



