Physio and allied health invoice template with GST-free consultations
Allied health invoices mix GST-free and taxable lines. A consultation delivered by a recognised professional and accepted as necessary treatment is generally GST-free, while products you sell (a resistance band, a pillow) and most reports written for a third party such as an insurer or employer are taxable. The invoice needs to show which is which.
Patients pay on the day and claim a rebate with the invoice, so your provider number, the item numbers and the patient's name must be on it. NDIS plan managers, workers compensation insurers and CTP insurers pay on 14 to 30 day terms and need their claim or participant numbers quoted.
Opens the free generator with these line items, terms and notes filled in. Add your details and download the PDF. No account, nothing uploaded.
What the invoice looks like
Sample business, sample client and the preset lines. The generator uses the same renderer, so your PDF matches this.
| Description | Qty | Unit | Unit price | GST | Amount |
|---|---|---|---|---|---|
Initial consultation and assessment (60 minutes) | 1 | each | $150.00 | No GST | $150.00 |
Standard consultation (30 minutes) | 3 | each | $105.00 | No GST | $315.00 |
Resistance band and home exercise program | 1 | each | $25.00 | 10% | $25.00 |
Report for third party (insurer) | 1 | each | $180.00 | 10% | $180.00 |
Four styles and your own accent colour are available in the generator.
The preset line items
Starting points, priced ex GST. Change the descriptions, quantities and rates to match the job; add or delete lines as you go. Lines marked "No GST" are switched off because that kind of sale is usually GST-free.
| Description | Qty | Unit | Unit price | GST |
|---|---|---|---|---|
| Initial consultation and assessment (60 minutes) | 1 | each | $150.00 | No GST |
| Standard consultation (30 minutes) | 3 | each | $105.00 | No GST |
| Resistance band and home exercise program | 1 | each | $25.00 | 10% |
| Report for third party (insurer) | 1 | each | $180.00 | 10% |
Suggested payment terms
Payment on the day of treatment by card, transfer or PayID. NDIS plan-managed and insurer accounts: 14 days from invoice date.
Suggested notes
Patient: [name]. Provider number: [your provider number]. Item numbers: [as required by the patient's fund]. Consultations marked "No GST" are GST-free health services; products and third-party reports carry GST. Claim through your health fund with this invoice.
What must be on a tax invoice
The ATO's list. The template lays each one out for you; it is general information, not tax advice.
- The words "Tax invoice" (an invoice without GST can just say "Invoice")
- Your identity: your business or trading name
- Your ABN
- The date the invoice was issued
- A description of what was sold, with the quantity and the price of each item
- The GST amount, shown separately or as "Total includes GST of $X"
- Which items carry GST if some do and some do not
- For sales of $1,000 or more, the buyer's identity or ABN as well
Worth adding for your trade
- Your provider number and the item number for each consultation, so the patient can claim a rebate
- The patient's name and date of each consultation
- The claim number, participant number or plan manager details for insurer and NDIS invoices
General information only, not tax advice. Check your own situation with a registered tax agent or the ATO.
Questions about invoicing
Which allied health services are GST-free?
Services listed in the GST law (physiotherapy, occupational therapy, psychology, dietetics and others) are GST-free when supplied by a recognised professional and generally accepted as necessary for the patient's treatment. Reports for third parties, some group programs and products are usually taxable. Confirm your own mix with your accountant.
Do I still need to say "Tax invoice" if most lines are GST-free?
If any line carries GST, the document is a tax invoice and should say so, with the GST amount shown and the GST-free lines marked. If nothing on it carries GST, "Invoice" is enough. This template titles the document automatically based on the lines.
How do I invoice an NDIS plan manager?
Address the invoice to the participant, care of the plan manager, and quote the participant's NDIS number, the support item number and the dates of service. Supports delivered under a participant's plan are generally GST-free. See the NDIS support worker template for a worked example.
General information only, not tax advice. Check your own situation with a registered tax agent or the ATO.
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