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This free invoice template designed for psychological services features a "Bill To" section, a separate "Patient" section, and 6 columns - "Date", "Service", "Charges", "Payments", "Insurance Payments", "Current Balance".
If you are a Psychologist, whether Clinical or counseling, this template will work for you. It is designed as a progressive work / job and payment statement. With this understanding, Psychologist Billing Format is also suitable for creating statements and bills for other business types with small modifications, such as large projects that should be done and get paid in several phases; cleaning service or lawn care service that should be done regularly, or freelance service rendered in multiple times - in these cases, the "Patient" section could be replaced with something like "Project Description", "Job Description" or "Service Description" etc.
In this invoice template layout, the "Service" and "Charges" columns are usually called "Description" and "Price" columns with usual templates here on InvoicingTemplate.com. The "Quantity" column found on the default invoice template shipped with Invoice Manager for Excel are now moved out of the printable form, and was assigned a formula so that if the "Service" column is not empty, the "Quantity" column is assigned with 1.
Except the "Current Balance" column, which is in fact the "Line total" column in the default invoice template shipped with Invoice Manager for Excel, all the other columns are manually fillable when you create an invoice. The calculation of "Current Balance" is done by "Charge - Payments - Insurance Payments" using Excel formulas. As you can see, we completely redefined the calculation method of the "Current Balance" or "Line total" cells, without breaking or modifying Invoice Manager for Excel, which is our invoicing software that processes tasks like saving invoices, auto-generation of invoice numbers, tracking customers etc. Even in complex accounting / invoicing systems on the market, this level of flexibility could hardly be found. Invoice Manager for Excel archived this easily because it uses Excel spreadsheets as its front end.
Counseling and clinical psychologists often perform similar work as researchers and/or practitioners and may work side by side in any number of settings, including academic institutions, hospitals, community mental health centers, independent practice, and college counseling centers, where they may have overlapping roles and functions. Today, the differences between psychologists from each specialty are more nuanced, and there are perhaps more similarities than differences among individual psychologists from each field. No matter what job you are doing, this template might work for you. Or if you prefer to visit more invoice templates here on InvoicingTemplate.com, visit Free Medical Invoice Template (1), or Medical Billing Format.
Format and Specification
|Name||Psychologist Invoice Template|
|Category||Service Invoice Template|
|Release Date||Saturday, February 27, 2016|
|Format (XLS or XLSX)||.xlsx|
|Line Height (Points)||15.75|
|Papaer Size / Orientation||Portrait|
|Default Margins (Points)|
|System||Windows 7 and later, and Excel 2007 and later.|