Medical invoice template for clinics that bill patients

A medical invoice template for clinics that bill patients, with the details needed to claim a benefit and a sample medical invoice to edit.

  • Patient name and date of service
  • Item numbers and fees per consultation
  • Amount paid and balance owing
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Medical invoice template for clinics that bill patients preview
Example only: business names and numbers are made up.

01What is a medical invoice template?

A medical invoice template, often called a patient account, bills a patient for consultations with the details needed to claim a Medicare benefit: patient name, date of service, item number, the practitioner, and the amounts charged, paid and owing. Use our free generator with an Australian GP sample, or download Word, Excel or PDF.

Price
Free, no sign up
Formats
Online, Word, Excel, PDF
Designs
8, with your logo
Best for
Clinics that bill patients

02Anatomy

Seven parts of a medical invoice

Point at a number to see where each part sits. Miss one and the invoice waits in an inbox while someone asks for it.

Medical invoice invoice with its parts numbered
Example only: business names and numbers are made up.
  1. Your business detailsLogo, legal name, address and your ABN.
  2. Title and invoice numberA clear title and a unique number that runs in sequence.
  3. Client detailsThe client's legal name and billing address, plus their tax number for business sales.
  4. Dates and termsIssue date, payment terms and a real due date the client cannot misread.
  5. Lines the client can checkOne line per job, item or visit, with the quantity and price, and their PO number where they use one.
  6. Notes that stop questionsJob address, references and anything the client needs to approve it without emailing you.
  7. Amount dueThe total in a panel that stands out, with the due date beside it.

03Free tax calculator

Work out the tax before you invoice

Enter your price, choose where you bill, and see the exact tax lines your invoice should show. Nothing is saved or sent.

Where you bill
Rate

Invoice total

$383.90

Taxable value
$349.00
GST 10%
$34.90

Standard rates checked October 2026. Your goods or service may have its own rate, so confirm it before you invoice.

Put it on an invoice

What a medical invoice template needs for a Medicare claim

Services Australia says a patient needs an itemized account or receipt to claim Medicare benefits, and that supplying the details is the health professional’s job, not the patient’s. If a detail is missing, the claim cannot be paid until it is supplied.

  • The patient’s name
  • The date of each service
  • Amount charged, amount paid and amount outstanding
  • The item number, alone or with a description of the service
  • The name of the practitioner who gave the service and the practice address, or their provider number
  • For referred services: the referring practitioner’s name, their address or provider number, the referral date and its period of validity

Provider numbers are not mandatory on the account, but Services Australia encourages them because claims are processed faster.

Is a medical invoice GST free?

Some health services are GST free and some are not. Services Australia states that medical services are GST free when a health professional provides them, the service meets the Medicare Benefits Schedule criteria and a Medicare benefit is payable. Check every other service or product with the Australian Taxation Office before you set a rate.

Our sample bills three GP consultations that carry Medicare benefits, so tax is set to none and the document is titled Invoice. A GST registered practice that also makes taxable sales must give a tax invoice for a taxable sale over $82.50 including GST, or whenever a customer asks. If a patient’s account for a Medicare service wrongly includes GST, Services Australia says the patient can ask for that GST back.

Keep health details off the invoice

An invoice is a financial document, and more people see it than a clinical note: family who open the mail, employers who reimburse costs, bookkeepers. Put on it only what the claim and payment need. The item number and a short service description do that job; a diagnosis does not belong there.

  • Write “GP consultation, 20 minutes or more”, not the reason for the visit.
  • Leave out conditions, medicines and test results.
  • Email the patient’s own address unless they ask otherwise.
  • If someone else pays, confirm with the patient what that payer may see.

Our generator makes the invoice in your browser, and nothing is sent to us unless you press Email me.

Example medical bill lines and how the rebate works

Each line on a clinic invoice should name the item, the date and the practitioner. The Medicare Benefits Schedule sets a schedule fee for each item and the practice sets its own fee. When the fee is higher than the Medicare benefit, the patient pays the gap. The private fees below are examples only.

MBS itemCoversSchedule feeExample private fee
23GP attendance at consulting rooms, at least 6 and under 20 minutes$45.05$92.00
36GP attendance at consulting rooms, at least 20 minutes$87.10$165.00
44GP attendance at consulting rooms, at least 40 minutes$128.35$230.00

The MBS lists the benefit for these items at 100% of the schedule fee, as updated on 1 July 2026. A patient charged $92.00 for item 23 gets $45.05 back and pays a $46.95 gap.

Using the template and the generator

Open the medical invoice sample in the generator. It loads a Bendigo family practice billing one patient for three consultations by the same GP, with item numbers, dates and the practitioner’s name on each line. Your practice details stay in your browser.

Allied health practices may find the physiotherapy invoice closer to their work, and dental clinics the dental invoice template. For ABNs and tax invoices, see the Australian invoice template page and our guide to what a tax invoice is, or browse the invoice template library.

Make it in the free generator

Fill it in on screen and download or email a real PDF. No sign up.

Open the generator

Questions, answered.

Short answers first. Something missing? Ask us.

What should a medical invoice include?

For a patient who wants to claim Medicare: the patient’s name, the date of service, the item number with or without a description, the practitioner’s name and practice address or provider number, and the amounts charged, paid and outstanding. Add your practice name, ABN, invoice number and payment details as on any invoice.

Are GP consultations GST free in Australia?

Services Australia says medical services for which a Medicare benefit is payable are GST free, and that health services generally accepted in the profession as necessary for appropriate treatment are GST free in general. Not every health product or service qualifies, so check each one with the Australian Taxation Office.

What if a patient's account shows GST on a Medicare service?

Services Australia says a patient whose account or receipt for a service with a Medicare benefit includes GST can ask the health professional to refund the GST. Set tax to none for those items in your template and issue a corrected invoice with the same details.

Do I have to show a provider number?

No. Services Australia says provider numbers on the account are not mandatory, as long as the account names the practitioner and the practice address where the service was given. Including the number is encouraged because it speeds up processing and cuts errors.

Should a medical invoice list the diagnosis?

No. The claim needs the item number and a description of the service, not the reason for the visit. Keeping clinical details off the invoice protects the patient when someone else opens it, forwards it to an employer or files it for tax.

Can a patient claim Medicare with an estimate?

No. Services Australia does not treat documents given before a service that estimate charges as proof of service. Give a written estimate before treatment if you like, then issue the account after the service with the actual items, dates and fees.