Free Caregiver Invoice Template & Generator

Invoice families and agencies for in-home care, companionship, and personal-care services. Bill by the hour, day, or shift, note the client and dates, and download a clear, professional PDF.

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How to invoice as an independent caregiver

List your hours or shifts with the rate, and note the care recipient and the dates or period covered. Separate day, overnight, and live-in rates onto their own lines, and add any mileage or errands you agreed to bill. A clear, professional invoice matters when a family member, power of attorney, or long-term-care insurer reviews and pays it.

Billing families, agencies, and insurers

Private-pay families usually settle weekly or monthly, while agencies and insurers may need a reference or authorization number. Add that in the notes, keep your hours accurate, and number invoices sequentially. Offering online payment helps: invoices with convenient online payment get paid up to twice as fast, per Xero (2024).

How to make a caregiver invoice in 7 steps

  1. Open the invoice with the fields already set up

    Start from this page so the invoice loads with line items and wording used for caregiver work. Creating and previewing needs no account.

  2. Add your details and the client

    Enter your business name, address and contact details, then the client name and billing address exactly as they should appear on the record.

  3. Give the invoice a number and dates

    Use a unique invoice number in one unbroken run, then set the issue date and the due date so the payment term is unambiguous.

  4. Replace the sample lines with the work you did

    Swap the example lines for the real job. Describe the unit you are billing, whether that is hours, visits, or units, and put the rate on the same line. The starting lines here open with home care (per hour).

  5. Check the totals and any tax

    Totals calculate as you type. Confirm the quantities, rates and any tax line against your own records, since sales tax rules and what is taxable differ by jurisdiction.

  6. State how and when to pay

    Add the payment terms, the methods you accept and any late fee your agreement allows, so the client has no reason to wait for clarification.

  7. Preview, then download the PDF

    Read the finished invoice before you send it. Preview is free; a PDF download costs $4.99, or is included with Unlimited.

Frequently asked questions

How do I invoice for caregiving hours?

Enter your hours as the quantity and your hourly rate; the total calculates automatically. Add separate lines for overnight or live-in rates and any mileage, note the dates covered, then download the PDF. Number each invoice in sequence.

Do independent caregivers charge sales tax?

In most states personal-care and companion services are not subject to sales tax, but rules vary. Check your state revenue department, and add a tax rate in the editor only if your service is taxable.