Create Occupational Therapist Invoice in USD →

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United States Tax Information

0-10.25% (varies by state)

Sales tax varies by state (0-10.25%). Federal EIN may be required for B2B. No federal VAT system.

Occupational Therapist Services to Invoice

  • OT evaluation
  • ADL training
  • Sensory integration
  • Fine motor skills
  • Home assessment
  • Ergonomic consult
  • Adaptive equipment

Invoice Requirements in United States

Business name and address
Client details
Invoice number
Date and due date
Itemized list
Sales tax if applicable
Payment terms

Payment Terms

Payment at service. Insurance billed per guidelines. Equipment paid upfront.

Net 30Net 15Due on Receipt2/10 Net 30

Payment Methods in United States

ACH TransferWire TransferCheckCredit CardPayPalZelle

Occupational Therapist Invoice Tips

  • Detail activities
  • Include CPT codes
  • Note goals addressed
  • Reference authorization
  • Document home mods

Frequently Asked Questions

What tax rate applies to occupational therapist invoices in United States?

United States has 0-10.25% (varies by state). Sales tax varies by state (0-10.25%). Federal EIN may be required for B2B. No federal VAT system.

What payment methods are common for occupational therapists in United States?

Common payment methods in United States include: ACH Transfer, Wire Transfer, Check, Credit Card, PayPal, Zelle. Payment at service. Insurance billed per guidelines. Equipment paid upfront.

What should occupational therapist invoices include in United States?

Your invoice should include: Business name and address, Client details, Invoice number, Date and due date. For occupational therapist services specifically, also include: OT evaluation, ADL training, Sensory integration.

Billing for equipment?

Bill adaptive equipment separately from service. Require payment before ordering.

Home safety evals?

Flat fee for assessment and report. Bill travel if outside radius.

Do I need to charge sales tax?

Sales tax requirements vary by state and service type. Most services are exempt.