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How to Use

Assuming you have downloaded and installed Uniform Invoice Software:

  1. Download Psychologist Invoice Template. Double-click the downloaded file to extract all files.
  2. Open the template "psychologist.xlsx" or "psychologist-uis.xlsx" with Microsoft Excel.
  3. Click "Design Mode" on the "Invoice" Excel ribbon tab to put it into design mode.
  4. Enter your business information and replace the default logo image to make it your own. (How?)
  5. Click "Design Mode" again to exit design mode.
  6. Create invoice (tutorial movie)!

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Screenshots and Images

The printed version.

Psychologist Invoice Template

Psychologist Invoice Template (c6024)

c6024 now includes the customized invoice template for the latest version of Uniform Invoice Software. This is what you will see when you open psychologist-uis.xlsx.

Psychologist Invoice Template (UIS Edition)

Psychologist Invoice Template - UIS edition

Download Psychologist Invoice Template (c6024)

License: Private Use (not for distribution or resale). See our Terms of Use.

You are safe to download the resources. We've added our digital signatures to the files.

DescriptionSizeDownload

Download this if you have already installed UIS, but are looking for additional customized templates.

302 KBDownload

Download this if you want this design to be set as the default template by the installer program.

2.78 MBDownload

Detail

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 Uniform Invoice Software 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 Uniform Invoice Software, 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 Uniform Invoice Software, 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. Uniform Invoice Software archived this easily because it uses Excel spreadsheets as its front end.

Psychologist Invoice Template, like the other invoicing templates here on InvoicingTemplate.com, are great choice for businesses, corporates, small / home businesses, consulting, freelancers, sales businesses or a contractor as well. If you were searching for bill templates then you have landed at the right place because here you will not only get free templates but premium templates too. You may be in a corporate, sales business, consultancy firm, contractor, freelancer, Web designer or any other business, one thing you will need for sure and that is an "Invoice Template" for billing purposes. But at times, you find forms which are either too boring, hard to customize or sometimes, you just don't find the right for your business. That's where a well designed template can play a vital role because these templates not only gives you flexibility to use them on multiple platforms but also allows easy customization. Psychologist Invoice Template, like all the other fill-in-blank invoicing templates here on InvoicingTemplate.com, are in Microsoft Excel spreadsheet format. You get all familiar Excel tools for customizing Psychologist Invoice Template. For this reason, you can just use Psychologist Invoice Template as a starting point of design your own template that exactly meets your business style.

Adding a custom field to the "InvBdy" database table makes it possible to save the data on the invoice spreadsheet to database when the "Save To DB" button is clicked. For example, adding the custom field "Product Type" to the "InvBdy" database table allows save the type value on the invoicing form, such as "General" or "Labor", to database when you save an invoice by clicking the "Save To DB" button. This feature is not supported in the freeware edition of Psychologist Invoice Template.

To adjust the existing columns to leave space for new column or columns that will be added to the printable form for Psychologist Invoice Template, we first unmerge the item# (or product#), description and quantity columns - these are usually merged columns that each contains several Excel raw columns. To do this, after opening Psychologist Invoice Template as usual, select all the cells belong to these columns and then click the "Merge and Center" button on the Format toolbar in Excel 2003; in Excel 2003, the "Merge and Center" button can be found on the Home ribbon tab. Drag your mouse to select the Description column (this time, you select Excel raw column since the Description is no longer a merged column) and drag it one column left. Select the "oknProductName_1" cell (the first cell on the moved Description column) and drag your mouse to select the two adjacent cells at the right-hand too - so, you now select 3 cells started with the "oknProductName_1" cell. Now click the Merge and Center command again. This will expand the width of "oknProductName_1" to 3 columns. Do this process for all the other Description cells. Once done, you have one empty column that was left by moving the Description column to the left-hand of this original position. Adjust the columns widths of all the columns to make sure they have the proper widths that are able to hold the content they will display on this Psychologist Invoice Template.

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.

Like other form designs here on InvoicingTemplate.com, Psychologist Billing Format is free (offered to you at a price of 0.00USD). It works on Windows XP and all newer versions of Windows, and Excel 2007, 2010, 2013 or 2016.

Format and Specification

Template#c6024
NamePsychologist Invoice Template
CategoryService Invoice Template
Release DateSaturday, February 27, 2016
Format (XLS or XLSX).xlsx
Excel Version Excel 2003 / Excel 2007 / Excel 2010 / Excel 2013 / Excel 2016
Feature Gallery
Columns6
Lines20
Line Height (Points)15.75
Print Area$D$3:$M$54
Printable with Papaer Size / OrientationA4 (210 mm x 297 mm) - Portrait
Default Margins (Points)
Left22.32
Right22.32
Top44.64
Bottom44.64

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