If there’s one place where billings and transactions matter, it’s those deals made in health facilities. In the most literal sense, staying in great shape has its costs. And it can be pricey. It’s mandatory for medical establishments to present documentation that presents a patient’s acquired goods and services with their corresponding amounts. A medical invoice serves this purpose. Learn more about this below.

FREE 6+ Medical / Health Invoice Samples

1. Medical Invoice Template

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2. Medical Bill Format Template

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3. Medical Bill Receipt Template

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4. Medical Billing Invoice Template

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5. Sample Medical Invoice Template

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6. Sample Medical Records Invoice

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7. Sample Blank Medical Invoice Template

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What Is a Medical Invoice?

A medical invoice provides the details of all medical goods and services that a patient received from a facility or organization. This document indicates information about their treatments and the total cost. Aside from the purpose of showing a patient a full list of what they need to pay, it’s also a billing document that they can use as a record of the transaction.

The Purpose of Providing Invoices

According to Azcentral, the purpose of an invoice is to safe keep a record of a transaction. It’s a document that presents the price lists with its corresponding goods and services. This record will help an organization track a deal and follow up with its clients on billing matters such as unaccounted discounts, item returns, and refund requests. Aside from those already mentioned, the following lists down other uses of an invoice:

1. It’s a valuable tax record. Among the IRS’s recommendations is to ask business owners to keep their sales invoices. This is reliable supporting documentation that will help verify your tax reports annually.

2. It’s an accurate way to track your inventory. Because the invoice provides you with accurate data of your transactions and the number of goods provided to the customer, it helps track your supplies.

3. It’s a useful document for legal disputes. It’s not uncommon for business, even the small ones, to bump in legal battles with customers and vendors. The invoice will show the details of deals with the list of goods, services, and supplies and will be a reliable document to settle misunderstandings.

4. It supports financial history. When you review your invoices, you’ll be able to account for your cash flows. It reveals a record of your revenues. Through your invoices, you’ll be able to know if there’s an increase or decrease in your sales. This helps you make informed financial decisions that will keep the business afloat.

How to Make a Medical Invoice

Below are some useful steps that can help you make a medical invoice:

1. Provide Company Information

Your invoice should provide information about your company. Include your business name, contact details, email address, and location. Your invoice and any official documents you use to deal with your patients is part of your brand. You also need to incorporate your logo and brand theme to make this unique from other names. This makes your overall service invoice layout distinctly yours. Including the details about your facility can help your patients reach you when they need to clarify details about their billing or to seek another medical service. It serves a dual purpose of specifying their bill and helping them contact you easily.

 2. Include the Patient’s Details

 Your patient’s details are commonly inclusive of their names, address, and contact number. However, some business invoices demand more details about their patients by including their age and email. You can include what information you need from them as long as it’s relevant to your purpose. You don’t want to crowd your invoice layout with unnecessary content. You can include a unique invoice or client number on your invoice along with the date of the transaction. In case they misplace their copy, you’ll be able to sort through your files and locate their document and its details.

3. Make a List of Medical Products and Services

Your invoice’s main purpose is to show the details of the patient’s availed goods and health services and the cost of each. This section of your invoice will show your patients the breakdown of what kind of goods they’re paying for, especially if they want to ensure that you’ve included every item that they requested. As for your services, you can include a brief description of the process and how much the total is going to be. If you’re a medical clinic dedicating to different health services, your invoice can include a checklist of your offers that you can readily check off. The checklist will inform them of other services that they can avail of from you.

4. Provide the Costs

Your document wouldn’t be an invoice without a price list of your patients’ acquired goods and services. When you put down the details of the cost, include the quantity, unit, price, and discount deduction when available. Aside from the total amount that they have to pay, you can include options for the different payment methods that they wish to use in paying their purchase.

FAQs

What are the different types of sales invoices?

The different types of sales invoices are as follows:

Standard invoice

Is an invoice the same with a bill?

No, but they do present similar details. However, the purpose of the invoice is to inform the customer about the list of products services they were provided with, but the payment doesn’t have to be immediate, while the use of a bill is to present the same details and expect to get the amount upfront (e.g., getting the bill in a restaurant.)

No, an invoice is not a legal document because it’s easy to replicate one in favour of the offender.

Invoices are useful in both making daily transactions a breeze and in maintaining your business transactions’ records. It keeps your clients and customers at ease, knowing that they’ll have proof of your services and they’ll be able to easily make an approach in case of certain circumstances. Our health or medical invoice templates are all ready for you. Download now!

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