When you work as a locum optometrist for yourself, it is vitally important to stay on top of your admin. Part of that admin is raising invoices. Whilst some opticians may have their own locum invoice template, either online or in paper form, it’s important to have your own too.
Having an invoice ready to issue at the end of the day can keep things efficient for both you the locum and the optician. Having detailed invoices may also be important when coming to do your self assessment.
Here is a basic set of data that all locum optometrist invoices should include. The aim is to provide clear and concise information to make it as easy as possible to get paid.
Basic information such as name, address, and contact information.
This is to allow the optician to match their records
Account number and sort code. Sharing this information doesn’t put you at risk as money cannot be taken from your account using them.
Branch name and address.
For the attention of
This is the person who will authorise your payment such as the store manager or coordinator for large multiples.
Unique reference number
Each invoice you issue will need to have a unique reference number. This could be the name of the pharmacy and the date, or it could be a sequential number from your own invoicing records. For example, “BOOTS20180601” or “INV000001”.
Date of Invoice
This is the date that you issued the invoice.
Payment Due Date
These are terms that you can decide on. Some larger optical organsiations may default to a 30-days payment window, meaning they will pay the invoice within 30-days. You may also ask for immediate payment, or payment within 7 or 14 days.
Details of Services Performed
For the benefit of your own records and for clear communication, it’s good to add one line per day or shift. Include the following for each line:
Dates that you performed services or worked shifts on.
Hours Worked - This may be a total of hours worked that shift or you may wish to show which hours you worked. For example, “08:00 to 12:00, 13:00 to 18:00” plus the total hours worked.
This is your locum day rate that was agreed with the optician or coordinator.
A simple calculation of Days x rate for each line.
Any agreed expenses such as travel that you may charging the optician. This will need to have been agreed in advance.
Any additional services you may have performed such as clinics or additional hours.
A total for all the work being invoiced.
The optician now has all the information they need in order to pay you. You may wish to design your own template or the one used in the example above is available to download here.
Locum Optometrist Invoice Template
You can download your own locum optometrist invoice template from the link below: