Herbalists send estimates before large custom formula orders, product development for a brand, event or workshop bookings, and multi-visit care plans. Clients usually compare the total cost of a plan against other practitioners or store-bought products, so a clear breakdown helps.
When to use estimates: Use estimates to provide project quotes and get client approval before starting work. Once approved, convert your estimate to an invoice with one click to collect payment.
Create an invoice for payment collection
Upload logo
PDF will be generated with filename:
Invoice_1001_Client_2026-10-14.pdf
Clients often assume follow-ups are included in the first fee unless you say otherwise.
A 2 oz tincture may last two to four weeks depending on dose, which tells the client how many refills to budget for.
Herb prices can change with harvest and supply, so note how long the quote is valid.
Sourcing choices can raise costs sharply, and clients should agree to them before you buy.
The recommendation depends on accurate health history and medication use, and the client should know that changes may alter the plan and the price.
Costs of herbs, jars, handouts, and travel vary by headcount and venue.
Revisions and rights to the final recipe are common sources of disputes.
| Service | Priced | Typical range |
|---|---|---|
| Initial consultation (60-90 minutes) | flat fee | $100-250 |
| Follow-up consultation (30-45 minutes) | flat fee | $50-125 |
| Custom tincture or liquid extract formula | per 2 oz bottle | $18-40 |
| Custom loose-leaf tea blend | per 4 oz bag | $12-25 |
| Salve, balm, or oil | per 2 oz tin or jar | $10-24 |
| Package: initial visit plus 2 follow-ups | package | $225-450 |
| Group class or workshop | per attendee | $25-75 |
| Herbal product development or formulation for a brand | per hour | $60-125 |
Typical US ranges. Rates vary by region, experience, and job size.
Present the initial visit, follow-ups, and first round of formulas as one price, with each part listed. Clients can see the total up front, and you can offer a modest package discount.
If a formula includes costly or hard-to-source herbs, add a small cushion or state that the price may change if the supplier price shifts before you place the order.
Set a per-attendee price and a minimum total, so a small turnout still covers your prep time, materials, and travel.
Say how long the quote holds, commonly 14 to 30 days, because herb costs and your schedule can change.
A short discovery call of 10 to 15 minutes is usually free and helps both sides decide on fit. For product development or detailed formulation proposals, many herbalists charge a paid scoping session, often credited toward the project if the client moves forward.
It is better to quote the consultation fee first and give the formula price afterward, since the formula depends on the client's needs. You can share typical formula price ranges in advance so there are no surprises.
State a validity period on the quote and include a line saying prices may change if ingredient costs shift significantly. For large orders, take a deposit when the client accepts so you can lock in supplies.
List the topic, length, maximum attendees, what materials are included, what the host provides, and your travel or setup fees. Include the cancellation terms and the per-person price so both sides can plan.
Use the Herbalist invoice template to bill the client, or convert this estimate once it's approved.
Herbalist invoice template