As a dental professional, you understand the importance of providing good care. But did you know that creating professional invoices is also important?
With a dental invoice template, youβll have a time-efficient way of invoicing your patients.Β
How to create a dental invoice (with free template)
What is a dentist invoice?Β
Every time you provide a dental service for a patient, you need a way for your patient to pay you. Typically, this is where you would send a dental invoice to your patient.Β
An invoice is a financial document that a professional would send to their patient or client. It should include the cost of the dental services provided over a specific period of time.Β
Why should you use a dental invoice template?Β
According to the Fair Work Commission, approximately 85% of all Australian dentists work in the private sector. Of these dentists, many are self-employed and handle their own invoices.
Using a dental invoice template speeds up the invoicing process. From time efficiency to transparency, there are several advantages to using an invoice template. Hereβs why you should use an invoice template:Β
- Time Efficiency: Using a customisable template streamlines the invoicing process. You can save yourself time by altering details that wonβt affect the invoiceβs structure. As a result, you can dedicate more time to managing your business and creating positive relationships with your patients.Β
- Consistency: By using an invoice template, you can easily create and reuse your invoice. So your patients will have a universal, consistent experience with you. Not only does this help maintain your brandβs identity, but the added professionalism will increase trust.Β
- Simplicity: Record-keeping is an essential facet of running a business. Without it, business owners wouldnβt be able to manage their finances. Ready-made invoice templates simplify the process of locating documents. They also reduce the risk of human error.Β
How to create a dentist invoice step-by-step
Below, weβve provided a step-by-step guide to help you create consistent invoices.Β
1. Personalise your invoice
To promote your brandβs identity, you must start your invoices by adding the following:Β
- Your contact and business information.Β
- Your website.Β
- Your logo and other brand-specific elements.Β
2. Add your patientβs information
Then, you must include your patientβs contact details such as:Β
- Your patientβs name.Β
- Your patientβs phone number.
- Your patientβs email address.Β
- Your patientβs home address.Β
3. Add the date and invoice number
Itβs important that you include an issue date to prove that youβve sent it. You must also include the payment due date to avoid any confusion for the patient.
Additionally, you should also add a unique invoice number. The number should follow an understandable convention. For instance, you could number your invoices sequentially (INV0001, INV0002, etc.). By doing so, youβll make your invoices easy to locate.Β
When you use software like QuickBooks, invoices are created automatically to save time.Β
4. Describe the dental services providedΒ
To avoid miscommunication you should include a summary of dental services provided.Β
You should include details of the procedures performed, and the quantity of the services provided.
5. Including the costsΒ
For every dental service you provide, you should show the price, including labour and material costs.Β
Include this as a breakdown of the patientβs fees. Make sure to include applicable taxes and discounts that youβve applied.Β
From here, you should then add a grand total at the end.
6. Add payment methods and detailsΒ
Toward the bottom of your invoice, you should clarify how the payment is structured. You need to include details about possible payment plans and payment milestones. You could also include the details of your business bank account.Β
Additionally, you could add your terms of payment in this section. For example, a policy for late payments so that your patient knows when to pay their bill.
7. Extra information
For the last section of your invoice, you should include additional information. This could be warranties or guarantees provided for the services youβve performed.Β
You could also include any terms and conditions that the patient should know about.Β
Finally, you can choose to add a note of gratitude towards your patients for their patronage. Although this isnβt necessary to include in an invoice, it helps build relationships with your patients.Β
Free customisable dentist invoice templateΒ
Do you need some inspiration? Look no further - download our free dental invoice sample, which you can tailor to suit your professional needs and goals.Β
Streamline your invoicing process with QuickBooks
When you start to grow your business, youβre likely to encounter a lot of challenges. However, with QuickBooks online accounting software, you can effortlessly overcome those challenges.Β
Streamline your expense tracking and invoicing so you can focus on growing the business that you love.Β
