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Therapy & counselling Invoice Template

A client requests one invoice for two appointments in a month. A neutral service description and the necessary billing dates are enough to explain the charges without exposing the reason for treatment, a diagnosis or session notes.

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Worked Invoice Preview

See a realistic worked example. Applying it in Experi keeps the structure and leaves prices blank until you enter your own.

WORKED EXAMPLE · Fictional details and illustrative prices · Not a payment request

Example Therapy Practice
10 Example Mews
Example Town, AB1 2CD
United Kingdom
therapist@example.com
Invoice
Invoice No:INV-00001
Issue Date:03 Sept 2026
Due Date:17 Sept 2026
Bill To
Jamie Ellis (Example)
20 Sample Close
Example Town, AB1 2EF
United Kingdom
customer@example.com
Illustrative line items and prices, not recommended rates
DescriptionQtyUnit PriceTotal
Professional appointment — agreed session
Use only the billing description required by the payer
2.00Sessions£60.00£120.00
Subtotal:£120.00
Total:£120.00
Notes
Billing period: [dates]. Appointment reference: [if needed for billing]. Include billing information only; do not include clinical details or treatment history. Confirm applicable tax treatment before issue.
Payment Details
Use your own agreed payment terms and instructions. This is not a payment request.
Fictional worked example. Illustrative prices only; no VAT is included in this example. Review the tax treatment for your own business and supply.

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What to check for this job

A client requests one invoice for two appointments in a month. A neutral service description and the necessary billing dates are enough to explain the charges without exposing the reason for treatment, a diagnosis or session notes.

See the therapists and counsellors workflow in Experi →
  • Correct payer and necessary billing details only
  • Appointment dates or billing period
  • Agreed session duration and quantity
  • VAT treatment and confidentiality reviewed before issue

Watch out: Experi is not a clinical-record or therapy booking system. Do not enter diagnoses, clinical notes or treatment history in invoices or saved templates. VAT exemption is not assumed; check the service and practitioner's eligibility separately.

How to use this invoice template

Choose Use this template, then explicitly apply it above the line items in Experi. A new invoice still starts blank. Downloading the PDF gives you the worked example, not an editable form or an issued invoice.

  1. Enter your business details

    Add your business name, address, contact information, and VAT number if applicable.

  2. Add client information

    Enter your client's name, company (if applicable), address, and contact details.

  3. Add line items

    List all services provided, including professional appointment — agreed session. Include quantity, unit price, and any notes.

  4. Set payment terms

    Specify payment due date and payment methods. Include bank details or other payment instructions.

  5. Review, print or send

    Preview your invoice, print a customer copy, download the PDF, or send it directly by email.

Invoice details and record-keeping notes

Recommended job details

  • Correct payer and necessary billing details only
  • Appointment dates or billing period
  • Agreed session duration and quantity
  • VAT treatment and confidentiality reviewed before issue

Record and VAT notes

  • Experi is not a clinical-record or therapy booking system. Do not enter diagnoses, clinical notes or treatment history in invoices or saved templates. VAT exemption is not assumed; check the service and practitioner's eligibility separately.
  • The example does not determine VAT, CIS or other tax treatment. Review the actual supply before issuing.

Check the current official guidance on what invoices must include and VAT invoicing records.

Frequently Asked Questions

Are therapy services automatically VAT exempt?

No. Treatment depends on the service and the practitioner's eligibility; this template does not decide it. Review HMRC's healthcare guidance and your circumstances before setting the invoice tax treatment.

Can I change this therapy & counselling template?

Yes. Apply it to a new invoice, remove irrelevant lines and enter your own quantities and prices. Curated prices are blank in the app. Review the job-specific notes before sending or printing.

Can I save my own prices and service descriptions?

Yes. Save a reviewed invoice as a template or keep repeat products and services in Inventory. Saved templates retain your reusable prices and text, never the customer, invoice number, dates or send status.

Ready to Create Professional Invoices?

Apply the structure, add your own prices, review the customer copy, then print or send it when the job is ready.

Use this therapy & counselling templateSee the workflow for therapists and counsellors

No credit card required • Start invoicing in under 60 seconds

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Related Resources

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What Should an Invoice Include UK?

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