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help with receipt for insurance

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Posts: 222
Topic starter
(@the-beagle)
Estimable Member
Joined: 14 years ago

Im providing a sports massage to a client this week and they have asked if i can do a receipt for insurance claim.

what info do i need to put on to the receipt?

7 Replies
myarka
Posts: 5221
(@myarka)
Illustrious Member
Joined: 17 years ago

Depends if you're registered for VAT or not. If not, your business details, client's details, date(s), type of treatment and cost of treatment.

You should find plenty of templates on MS word if you use it?

HTH,
Myarka

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Posts: 222
Topic starter
(@the-beagle)
Estimable Member
Joined: 14 years ago

thanks the reply.

how much detail do i need to give about the treatment, can i just say "provided sports massage" or do i need a more detailed and itemized description, like what i do for my own files, or is that giving to much info away

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derekgruender
Posts: 834
(@derekgruender)
Prominent Member
Joined: 20 years ago

When I am asked for a receipt for insurance purposes, I simply put the client's name, the date, the treatment (i.e. Sports Massage), the amount paid and sign it. Seems to be enough.

It is, of course on my headed stationery.

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Posts: 294
 DFNU
(@dfnu)
Reputable Member
Joined: 21 years ago

When I am asked for a receipt for insurance purposes, I simply put the client's name, the date, the treatment (i.e. Sports Massage), the amount paid and sign it. Seems to be enough.

It is, of course on my headed stationery.

Ditto

If they want more they'll ask (pretty rare though)
ps
was treatment 'pre-approved' by insurance co, or is client looking to claim retrospectively?

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Posts: 222
Topic starter
(@the-beagle)
Estimable Member
Joined: 14 years ago

Ditto

If they want more they'll ask (pretty rare though)
ps
was treatment 'pre-approved' by insurance co, or is client looking to claim retrospectively?

i believe they will try and claim after the treatment, ive told them that they might not be able to get their money back, but i guess there's no harm in trying, plus its a new client (recommended from a good regular) so if they do claim and its succesful it might lead on to better things.

its seems from you guys that i just need to put the basics down on a headed paper, although it will be sent as an attachment to an email.

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CharisNLP
Posts: 278
(@charisnlp)
Reputable Member
Joined: 17 years ago

If it is going electronically it should also goas a PDF so it can't be altered.

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Posts: 73
 Dai
(@dai)
Trusted Member
Joined: 16 years ago

If it is going electronically it should also goas a PDF so it can't be easily altered.

Fixed.

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