Trusted by UK Occupational Therapists

Online Invoicing Software
for Occupational Therapists

Invoice patients confidently with Simply Invoicing for OTs

Simply Invoicing helps UK occupational therapists invoice assessments and sessions, track payments, manage clients, record expenses, store documents, and export reports—keeping private practice bookkeeping straightforward.

Start with free plan
No credit card required
Cancel anytime
VAT Ready
Simply Invoicing
Invoice #INV-2024-0847
Functional Assessment£180.00
Treatment Session (60 mins)£95.00
Report & Recommendations£120.00

VAT (20%)£79.00
Total Due £474.00
🇬🇧 UK Compliant

Simply Invoicing for Occupational Therapists

Simply Invoicing keeps occupational therapy billing clear and manageable. Create invoices for assessments and treatment, track paid and overdue invoices, store client details, record expenses, attach documents, and export reports for your accountant and VAT needs.

No spreadsheets. No complicated accounting systems. Just straightforward invoicing built for Occupational Therapists.

VAT-ready invoices
Service-based invoicing
Products & Services
Store customer details
Share with accountant
Track income & expenses
10K+
Invoices Created
98%
Customer Satisfaction
2min
Average Invoice Time
£2M+
Invoiced Monthly

Features That Matter for Occupational Therapists

Fast invoice creation, customer management, payment tracking, expense capture, and reporting. Store documents, send quotes and credit notes, manage multiple businesses, and export data for your accountant anytime.

Detailed Service Invoices

Create clear invoices with breakdowns for labour, mileage, materials and additional services.

Flexible Invoice Creation

Create and edit invoices anytime. Save drafts, duplicate previous invoices and customise line items easily.

VAT Calculation

Automatic VAT calculation using UK-compliant rates. Generate VAT-ready invoices instantly.

Expense Tracking

Log business expenses, receipts and operational costs. Keep everything organised for tax time.

Customer Database

Store customer names, addresses and contact details for faster invoice creation.

PDF & Link Sharing

Send invoices as professional PDFs or secure shareable links. Customers can view and pay online.

How It Works

Set up your practice details, add client records, then create an invoice for sessions, assessments, or reports. Send instantly, mark payments, record expenses, and download reports for bookkeeping.

01

Sign Up

Create your account and get started in minutes.

02

Add Customers

Save customer details for quick and easy billing.

03

Create Invoice

Add services or products and generate a professional invoice.

04

Send & Track

Send invoices and keep track of paid, pending, and overdue statuses in one place.

Why Occupational Therapists Choose Simply Invoicing

Occupational Therapists need clear invoices for assessments, sessions, and reports. Simply Invoicing keeps client details, payments, and expenses together, so you can stay compliant and reduce admin.

🧾

Branded Professional Invoices

Create clean, professional invoices with your logo and business details in seconds.

💼

Simple Payment Management

Record payments, track invoice status and keep full visibility of what’s paid and what’s outstanding.

📈

Clear Financial Overview

Monitor income, expenses and business performance from one organised dashboard.

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Customer Database

Store customer details securely and generate invoices faster with saved information.

Smart Invoice Tracking

See which invoices are pending or overdue and stay in control of your cash flow.

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Expense & Cost Tracking

Log business expenses and keep everything ready for your accountant at tax time.

Ready to simplify your invoicing?

Occupational Therapists—join Simply Invoicing to send clear invoices, track payments, and keep UK bookkeeping under control from one simple dashboard.

No credit card required  •  Upgrade anytime  •  Start with free plan

Frequently Asked Questions

Include your practice details, client details, invoice number, date, and clear line items such as assessment, treatment sessions, and report writing. Show VAT where applicable for compliant records.

Yes. Add travel time or mileage and any chargeable items as separate lines. Clear breakdowns reduce questions and help clients or funders approve invoices faster.

Set customer records for each payer and invoice with reference numbers where needed. Track due dates and statuses so you can follow up quickly on outstanding balances.

If you need to adjust a billed amount, issue a credit note referencing the original invoice. This keeps your accounts accurate and creates a clear audit trail.

Typical expenses include professional membership, insurance, equipment, travel, software, and CPD training. Logging them regularly gives you cleaner reporting and easier year-end accounts.

Still have questions?

Our support team is here to help. Get in touch with us anytime.

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