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Invoice layout examples for Healthcare

I'm going to take about a minute or two  and explain real quick how to do an invoice hello everyone this is coach Michelle coming to  you from the classroom yes the classroom I am in   a teaching mode today I just finished a video and  I was inspired by a comment from a young lady who   asked how to do an invoice and should she charge  tax on her home care service so those of you that   are chiming in for the first time welcome welcome  welcome I appreciate you and those of you that are   returning that's what's up yes I'm glad to see  all of you yes on my channel make sure you guys   like subscribe and turn on your notifications  as I continue to drop these videos so the first   thing you're going to do is get professional  invoicing Services right so there's many of   them out there this is not a sponsored video so  I'm not gonna drop any names I'm just keeping it   real so you want to get software that you can use  for invoicing okay so once you have your invoicing   software you have your invoicing software and then  in order for you to create invoice you would you   must have a client right so you're going to have  your client and then we're going to just say the   client is Miss Jones okay you guys following  me the client is Miss Jones I'm going to use   Easy numbers easy math so we can get through this  quickly Ms Jones has 40 hours 40 hours in the Home   Care space is called 40 billable hours so you have  40 billable weekly hours at twenty dollars an hour   y'all should be charging 20 unless depending on  where you are in the world but 20 is low for the   later metro area where I am right so that's going  to be 800 so every week Miss Jones is gonna pay   you 800 so you need to do an invoice you need  to create an invoice for Ms Jones so you are   going to Bill Miss Jones so let's just say it's  going to be Monday Tuesday because you're going   to have lion items Wednesday Thursday Friday  okay well let me tell you I use QuickBooks you   don't have to use QuickBooks but QuickBooks is a  great software I've been using them since 2003.   so three books if you hear me I'm available  for sponsorship [Music] guys this is 101. 1 your 40 hours now me I like to do very detailed  invoices so I would actually put the start time   in the finish time because I like my invoices to  be very detailed right and so we have that and   then your next column if you're using QuickBooks  your next column is going to be your description   right here you can say personal support services  or whatever you want to call it if it's companion   Services then you put companion Services spell  it out it could be respite care whatever it is   and you're going to have a drop down box where  you put this information in and then you have   the drop down box so you don't type it all the  time you're going to hit the drop down and you   pick what type of service you're providing  in this case it would be personal support   services personal support services personal  support services all the way personal support   personal support and then you will have on this  end here eight hours so that's a hundred and   sixty dollars a day is that correct and then  you're gonna add that up and that's going to   come up to your head coach coach is this  right eight times twenty is 160. okay and   then there you go right here you have your 800  place you not and I repeat do not add sales   attacks this is a service very important guys this  is a service so you're not going to tax a service   now if you're selling a product say you have your  home care services and you sell medical equipment   or whatever you may be selling and you would have  a line item here and then it would say whatever   product so Med equipment and this is just as an  example many people have additional buying items   like this but then it would say Med equipment and  then you would say you know wheelchair that's a   product right wheelchair is a product so then  you're gonna charge whatever your state taxes   because guess what when you collect that state  tax from your client you're going to pay that to   the Department of Revenue in your state so we're  going to cross that out here you don't need that   you're not charging tax on a service let me know  in the comments if you have any questions but this   is a quick overview on how you would create an  invoice now one thing that's really important   guys before I go I'm going to switch my mark and  put this in blue I want you yes I want you all of   you you you you and you what I want you to do is  set up merchant services no more putting the check   in the mail now merchant services with QuickBooks  maybe others you'll have a box once you establish   your merchant services this is very important guys  this allows people to pay via ACH and be a credit   card debit card so if someone wants to pay with  a check and mail it to you no you send them your   invoice you have your merchant services they can  click ACH they'll be able to put in their routing   number checking account number or savings account  number and pay you so you can get paid paid real   quick so you don't have to wait it's not lost in  the mail and then it also with the credit card   debit card they can put their card in the system  and they can pay now if you have someone that's   super busy or may not be in a position to pay  every single week by logging online then you can   offer them recurring payment meaning they sign  a legal document with you they give you their   method of payment and then every week or every  two weeks depending on how you do it I recommend   every week you Bill your client you send them an  invoice with the services like this right here and   then you are going to because you can save their  information in the system then you are going to their method of payment because they've already  given you authorization so this is coach coming   to you from the ATL guys this is your teacher  today I am teaching you and dropping some nuggets   so if you have any questions drop them down in  the comment I would love love love to hear them   and I'll see you guys at conference y'all come to  conference and if you need assistance don't forget   we have an amazing VIP gold hybrid gold program  will take you from the very beginning all the   way help you with your license and give you your  policies and procedures your marketing everything   teach you how to diversify your streams of income  say income hashtag income in the comment hashtag   income so guys don't forget like subscribe and  turn on your notifications let me know if you like how I'm feeling this but I'm kind of feeling it so  let me know take care guys God bless mwah tomorrow