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Billing Form

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Medical or Dental Billing Services Agreement

Agreement made on the , between , a corporation organized and existing under the laws of the state of , with its principal office located at , referred to herein as Medical Billing, and , a professional association organized and existing under the laws of the state of , with its principal office located at , referred to herein as Client.

Whereas, Medical Billing is a healthcare claims processing and services company and is a healthcare provider; and

Whereas, Medical Billing provides computerized claims, billing and collection services to healthcare providers and files medical insurance claims on behalf of healthcare providers with government and commercial companies by electronic and paper means, and also provides for billing services directly to patients or for patient's portion of healthcare provider fees not covered by insurance; and

Whereas, Client desires to retain Medical Billing to provide it with such claims and billing services pursuant to this Agreement;

Now, therefore, for and in consideration of the mutual covenants contained in this agreement, and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

1. Commencing on , Medical Billing will process all the Client's medical insurance claims for payment by government and commercial companies by either electronic or paper means and make available all information necessary to properly process the Client's claims and to submit all such billing and insurance information to the appropriate party (e.g., daily, weekly, etc.) . Medical Billing will process and submit all Clients’ claims within hours by electronic means wherever possible, and by paper means when otherwise necessary.

2. Medical Billing will provide to Client a direct fax number, through which Client will provide to Medical Billing claims and billing information necessary for Medical Billing to properly process Client's claims.

3. All patient information and data provided by the Client to Medical Billing shall be kept confidential and shall not be disclosed to anyone outside of Medical Billing other than to the extent necessary for Medical Billing to process and submit claims for the Client.

4. Neither Medical Billing nor Client will disclose the contents, terms or conditions of this Service Agreement to any third party without the express written consent of the other.

5. Client will pay Medical Billing a one-time setup fee of $ to cover the cost of gathering information from the Client and setting up the Client's files for entry into computer system. The information and initial setup covered by this initial fee includes, but is not limited to:

• Doctor Profile;

• Listing of Current Insurance Companies Used;

• Referring Physicians;

• Facilities at Which Doctor is Accepted or Transfers Work;

• Diagnostic Codes;

• Procedure Codes and Fees;

• Signed Patient Registration Forms (to be kept in Client's office); and

• Registration with Clearinghouse which will distribute claims to the carriers.

6. Client will pay to Medical Billing % of the total (gross) amount collected from all insurance companies and all patients as a result of the billing services performed by Medical Billing for Client, with a $ monthly minimum billed amount. Client agrees to provide copies of all Explanation of Benefits (EOB) forms received from insurance payers to Medical Billing as well as records of payments received directly from patients (e.g., weekly) . Medical Billing shall post the payments received from the insurance payers to the patient's file, shall file any secondary or tertiary claims, and shall bill the patient directly when necessary in order to secure full payment for the Client.

7. Medical Billing shall provide to Client management reports regarding the practice on a timely basis. The types of Monthly Management Reports shall include the following:

• Insurance Aging Report – monthly;

• Patient Aging Report – quarterly;

• Practice Analysis – monthly;

• Other(s)

8. Medical Billing will close its books for billing purposes on the last day of each month and will bill Client for its services on the business day of each succeeding month for the previous month's processing. Client will pay Medical Billing for its services upon receipt of receiving Medical Billing's invoice. If Client fails to submit payment within the time set forth in this Paragraph, Client will be responsible for paying, in addition to the principal amount billed, a % per month late charge for each month or any portion thereof payment of the billing is late.

9. During the term of this Service Agreement, Client will not use the services of any other claims processing companies and will allow Medical Billing to process all of the Client's medical insurance claims with the government and commercial companies.

10. Either party may terminate this Service Agreement at any time by providing a thirty (30) day written notice with explanation or reason why termination is desired to the other party.

11. Medical Billing will be serving as a conduit of information and claims data between Client and many insurance payers, both government and commercial. Client will be providing all such claims information and data to Medical Billing, including but not limited to procedure codes, identifying the exact procedures Client has performed on patients. Client verifies that all such procedures were in fact performed on the patients as specified. Medical Billing has no authority to and will not change any of these procedure codes without the express permission and direction of Client.

12. Client understands that Medical Billing is relying entirely on the claims and billing information supplied to Medical Billing by Client in preparing and submitting insurance claims for payment on behalf of Client. Client warrants and represents that all such claims and billing information is entirely accurate and truthful. If any investigation is initiated or if any action is brought by any individual, company or entity whatsoever regarding any of the claims filed by Medical Billing on behalf of Client, then Client agrees to cooperate fully in any such investigation or action and shall provide all relevant supporting documentation to support the claim(s) filed.

13. Client understands that Medical Billing will not provide insurance pre-authorizations.

14. Client agrees to indemnify and hold Medical Billing harmless for any and all damages or penalties imposed and any attorney’s fees incurred by Medical Billing in defending any such action resulting from Client's failure to provide truthful and accurate billing and claims information to Medical Billing.

15. Severability

The invalidity of any portion of this Agreement will not and shall not be deemed to affect the validity of any other provision. If any provision of this Agreement is held to be invalid, the parties agree that the remaining provisions shall be deemed to be in full force and effect as if they had been executed by both parties subsequent to the expungement of the invalid provision.

16. No Waiver

The failure of either party to this Agreement to insist upon the performance of any of the terms and conditions of this Agreement, or the waiver of any breach of any of the terms and conditions of this Agreement, shall not be construed as subsequently waiving any such terms and conditions, but the same shall continue and remain in full force and effect as if no such forbearance or waiver had occurred.

17. Governing Law

This Agreement shall be governed by, construed, and enforced in accordance with the laws of the State of .

18. Notices

Any notice provided for or concerning this Agreement shall be in writing and shall be deemed sufficiently given when sent by certified or registered mail if sent to the respective address of each party as set forth at the beginning of this Agreement.

19. Attorney’s Fees

In the event that any lawsuit is filed in relation to this Agreement, the unsuccessful party in the action shall pay to the successful party, in addition to all the sums that either party may be called on to pay, a reasonable sum for the successful party's attorney fees.

20. Mandatory Arbitration

Any dispute under this Agreement shall be required to be resolved by binding arbitration of the parties hereto. If the parties cannot agree on an arbitrator, each party shall select one arbitrator and both arbitrators shall then select a third. The third arbitrator so selected shall arbitrate said dispute. The arbitration shall be governed by the rules of the American Arbitration Association then in force and effect.

21. Entire Agreement

This Agreement shall constitute the entire agreement between the parties and any prior understanding or representation of any kind preceding the date of this Agreement shall not be binding upon either party except to the extent incorporated in this Agreement.

22. Modification of Agreement

Any modification of this Agreement or additional obligation assumed by either party in connection with this Agreement shall be binding only if placed in writing and signed by each party or an authorized representative of each party.

23. Assignment of Rights

The rights of each party under this Agreement are personal to that party and may not be assigned or transferred to any other person, firm, corporation, or other entity without the prior, express, and written consent of the other party.

24. In this Agreement, any reference to a party includes that party's heirs, executors, administrators, successors and assigns, singular includes plural and masculine includes feminine.

WITNESS our signatures as of the day and date first above stated.

By:

By:

Enter text✕

What a Billing Form Is and when it’s used

A Billing Form is a formal document used by a seller or service provider to request payment for goods or services delivered. It typically summarizes the transaction—invoice number, issue date, line items, taxes, totals, and payment instructions—and becomes the basis for accounts receivable and payment reconciliation. Billing forms can be issued for one-off sales, recurring services, milestone invoices, or adjustments and are commonly sent by email, mail, or via secure eSubmission methods. When executed electronically, they are subject to U.S. e-signature law (ESIGN and UETA) and must meet intent, consent, attribution, and retention requirements.

Why a clear Billing Form matters for collections and compliance

A properly completed Billing Form speeds payment, reduces reconciliation errors, and creates an auditable record for accounting and tax reporting. Clear line items and explicit payment terms reduce disputes and support timely collections while preserving evidence for any future audits.

Why a clear Billing Form matters for collections and compliance

Organizations and roles that commonly issue Billing Forms

Billing Forms are used across departments and industries whenever payment is requested for goods or services.

  • Accounts receivable teams handling invoicing and payment tracking for B2B customers
  • Small business owners and freelancers issuing single invoices or recurring bills
  • Project managers or contractors billing milestone-based work or progress payments

Accurate forms reduce downstream effort for collections, tax reporting, and customer support.

Step-by-step: complete and issue a Billing Form

A concise sequence helps ensure accuracy and consistent processing from creation to payment.

  • 01
    Prepare header: Enter provider and bill-to contact and invoice number.
  • 02
    Itemize charges: List descriptions, quantities, unit prices, and tax details.
  • 03
    Set terms: Specify due date, late fees, and acceptable payment methods.
  • 04
    Send and track: Choose delivery method and retain proof of sending and receipt.

Common questions and issues when using a Billing Form

Practical answers to frequent issues encountered by billers and payers, including signature and submission details.


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Essential elements of a professional Billing Form

A complete Billing Form reduces ambiguity and supports accounting and legal review; include these six elements.

Identifying header

Provider name, contact, remit-to address, and customer billing contact must be visible for payment routing and vendor validation.

Unique invoice ID

A persistent, unique invoice number simplifies audit trails, avoids duplication, and aligns with accounts receivable processes.

Detailed charges

Clear descriptions, quantities, rates, and any discounts or adjustments prevent disputes and support bookkeeping entries.

Tax and regulatory info

Show tax calculations, jurisdiction, and registration numbers where applicable to satisfy tax authorities and accelerate filing.

Payment instructions

Provide accepted payment methods, bank details, reference requirements, and how to report remittance information.

Terms and notes

State due date, late fees, early-payment discounts, and contact for billing inquiries to reduce escalation.

Security and compliance considerations for electronic Billing Forms

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256
Regulatory certifications: SOC 2 Type II
Healthcare compliance: HIPAA (BAA required)
e-signature law: ESIGN and UETA
Audit trail: Timestamps, IP, action log

Penalties and risks from inaccurate Billing Forms

Incorrect TIN: May trigger 24% backup withholding
Late information returns: Penalties under IRC §6721 per form
Missing documentation: Disallowed deductions in audits
Unauthorized disclosures: HIPAA breach risk for PHI
Payment disputes: Collection delays and chargebacks
Not following ESIGN: Questioned enforceability of signature

Common preparation errors to avoid

  • Using ambiguous descriptions that force manual clarifications and delay payment processing
  • Omitting invoice number or wrong billing contact leading to rejected or overlooked invoices
  • Failing to include tax or registration details where required, creating downstream reconciliation problems
  • Sending unsigned or improperly authenticated electronic forms that do not meet ESIGN/UETA validity criteria

Typical digital flow for issuing and signing a Billing Form

A standard eSubmission workflow reduces manual steps and creates an auditable payment record.

  • Create document: Upload or generate the billing form from a template.
  • Place fields: Add signature, date, and payment fields as needed.
  • Send to payer: Email or link with authentication options.
  • Capture evidence: Signed copy and audit trail are stored.

Typical digital configuration for Billing Form workflows

Use consistent workflow settings to ensure valid signing, payment capture, and record retention.

Field Configuration
Signature method Electronic signature with audit trail
Authentication Email link or SMS code; stronger KBA for higher risk
Template reuse Save standardized templates with locked fields
Payment collection Embed payment field or link to secure gateway

Delivery, integrations, and file-format compatibility

Choose platforms that support secure delivery, familiar integrations, and common file formats.

  • Integrations: Salesforce, NetSuite, Microsoft 365
  • File formats: PDF, DOCX, XLSX
  • Storage options: Box, Google Drive, AWS

Key dates and timing to consider when issuing Billing Forms

Establish clear issuance and follow-up timelines so invoices are processed and reported correctly for accounting and tax purposes.

Issue timing:

Send invoice upon delivery or agreed milestone.

Payment terms:

Commonly Net 30, Net 45, or specific due date.

Follow-up cadence:

Reminder at 7–14 days past due; escalate at 30+ days.

1099 reporting:

Form 1099-NEC due to recipients and IRS by Jan 31.

Tax filing:

Retain records per IRS timelines for audits.

Representative eSignature pricing and capability comparison

Basic plan pricing and feature availability across common vendors; signNow is listed first for straightforward comparison of starting price and core capabilities.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial Yes, 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Real-world examples of electronic billing workflows

These examples show how organizations use electronic forms and eSignatures to accelerate invoicing and collections.

Optica Ventures — COO

Optica adopted electronic billing and simplified customer interactions through a streamlined interface.

  • The interface proved easy for customers to complete.
  • As a result, the team reduced follow-up calls while maintaining a clear audit trail and customer satisfaction with invoice processing.

Martin Properties — Founder

Martin Properties moved rent and vendor billing online for remote signings and receipts.

  • Staff processed invoices from mobile devices on-site.
  • This allowed faster execution of billing documents, consistent recordkeeping, and easier reconciliations without in-person meetings.

Best practices to improve accuracy and payment speed

Adopt these practices to reduce errors, accelerate payment, and maintain defensible records.

Standardize templates
Use a consistent template with locked required fields to reduce manual errors, ensure all legal and tax fields are present, and speed batch processing.
Require clear payment instructions
Provide precise remit-to details, payment reference expectations, and multiple payment options to minimize matching errors and accelerate bank reconciliation.
Capture a clear audit trail
Record timestamps, signer attribution, and IP addresses for electronic submissions to support dispute resolution and demonstrate compliance with ESIGN/UETA.
Validate payer data
Confirm payee TINs and billing contacts before sending; incorrect payer data can trigger backup withholding and delay payments.

Who typically signs and approves Billing Forms

Accounts Receivable Manager

Manages invoice issuance, applies standard payment terms, and monitors collections. Responsible for template control, reconciliation, and coordinating credit holds for overdue accounts.

Small Business Owner

Creates and approves invoices, often combining billing and customer communications. Must ensure legal name matches taxpayer records and that payment instructions are accurate.

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