Herbalist Invoice Template (Free)

Herbalists include clinical and community herbalists, custom tincture and tea makers, and herbal educators who work with clients one-on-one or sell products directly. They typically bill for consultations, follow-up visits, custom herbal formulas, ready-made products, and classes or workshops.

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INVOICE

#1001
$0.00
Due:

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Your Business Name

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Client Name
Invoice Date
Due Date
Description
Qty
Rate
Amount
Description
1
$0.00
$0.00
Subtotal:$0.00
Total:$0.00

Terms & Conditions

Payment is due within 30 days of invoice date.

How Herbalist pricing works

Most herbalists charge a flat fee for an initial consultation, which is longer and includes intake review and a written plan, then a lower flat fee for follow-up visits. Custom formulas are billed separately from the visit, usually by ounce or by the batch, with the price based on herb cost, labor, and packaging. Some herbalists offer packages, such as an initial visit plus two follow-ups, at a small discount paid up front. Ready-made products like salves, teas, and tinctures are priced per unit, and many herbalists use a markup of two to three times materials cost to cover labor and overhead. Classes and workshops are priced per seat, or as a flat fee when taught for a store or organization. Sliding scale pricing is common in community practice. Herbalists in the US are generally not licensed as such, so keep services within education and wellness, and avoid language that diagnoses or treats disease.

ServicePricedTypical 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 formulaper 2 oz bottle$18-40
Custom loose-leaf tea blendper 4 oz bag$12-25
Salve, balm, or oilper 2 oz tin or jar$10-24
Package: initial visit plus 2 follow-upspackage$225-450
Group class or workshopper attendee$25-75
Herbal product development or formulation for a brandper hour$60-125

Typical US ranges. Rates vary by region, experience, and job size.

Sample Herbalist invoice

DescriptionQtyRateAmount
Initial herbal consultation, 90 minutes, with intake review and written plan1 session$160.00$160.00
Custom digestive tincture formula (2 oz bottle)2 bottle$28.00$56.00
Custom evening tea blend (4 oz bag)1 bag$16.00$16.00
Calendula and plantain salve (2 oz tin)1 tin$14.00$14.00
Follow-up consultation, 30 minutes, scheduled within 6 weeks1 session$65.00$65.00
Total$311.00

Notes: Payment due upon receipt. Herbal consultations and products are for educational and wellness purposes and are not intended to diagnose, treat, cure, or prevent any disease. Please tell your healthcare provider about all herbs you take. Formulas are custom-made and non-refundable once prepared. Follow-up must be booked within 6 weeks of the first visit to keep the listed rate.

What to include on your Herbalist invoice

  • Itemized services and products on separate lines

    Consultations and products are often taxed differently, and separate lines make it clear what the client paid for.

  • Formula name or batch/lot number with the date made

    If a client reports a reaction or asks for a refill, you can trace exactly what they received.

  • Size and quantity of each product (oz, bag, tin)

    Clients reorder by size, and the unit makes the price per ounce clear.

  • Session date, length, and type (initial or follow-up)

    This supports package tracking and avoids disputes about how many visits were used.

  • Educational-use disclaimer

    It reinforces that you are not diagnosing or treating disease, which matters because rules on health claims vary by state.

  • Sales tax line where it applies

    Many states tax physical goods such as teas and salves, and some treat services differently. Check your state rules.

  • Package balance and expiration date

    If a client prepaid for visits, showing remaining sessions and the use-by date prevents confusion.

Payment terms

Most solo herbalists collect payment at the time of the visit or require payment when the appointment is booked, since a no-show costs an hour or more of prep time. For custom formulas, many take full payment before making the batch, or a deposit of 50 percent when the herbs are costly or the order is large. Packages and classes are usually paid in full up front. Wholesale or brand formulation work is more often billed net 15 or net 30, sometimes with a deposit. Late fees are uncommon for individual clients, but a cancellation policy of 24 to 48 hours notice is common. Card, digital wallet, and bank transfer are typical, and some practices accept HSA or FSA cards, though eligibility depends on the plan and is not guaranteed.

Billing tips

Bill the consultation and the formula separately

Your time and your products have different costs and may be taxed differently. Separating them also lets a client buy a refill without paying for another visit.

Price formulas from real herb cost plus labor

Track the per-ounce cost of each herb, alcohol or glycerin, and bottles, then add time for weighing, macerating, pressing, and labeling. Costly herbs can change in price by season, so review your formula prices a couple of times a year.

Sell packages with an expiration window

A bundle of follow-ups improves client results and gives you steady income. Set a use-by date, such as 90 days, so unused sessions do not stay open indefinitely.

Keep your health-claim language careful

Describe services as education and support for wellness, not as treatment for a condition. Use the same wording on invoices, product labels, and your website, and check your state rules.

Offer sliding scale openly and in limited slots

If you reduce fees for some clients, set a fixed number of slots per month and state the range on your booking page. This keeps your income predictable.

Herbalist invoice FAQ

Do I charge sales tax on herbal consultations?

It depends on the state. Many states tax physical goods such as teas, tinctures, and salves, while services are often not taxed, though some states differ. If you sell products, you generally need a seller's permit. Check with your state revenue department or an accountant.

Should I charge separately for the herbs in a custom formula?

Yes, in most cases. List the consultation and each formula as separate lines so clients can see what they paid for and can reorder formulas without booking a new visit.

Can clients use HSA or FSA funds to pay me?

Sometimes, but not always. Eligibility depends on the plan and on whether the service is considered medical care. Some clients are asked for a letter of medical necessity. Do not promise reimbursement, and provide an itemized invoice they can submit themselves.

How do I handle refunds on custom formulas?

Most herbalists state that custom-made formulas are non-refundable once prepared, but will replace a product that arrives damaged or is made incorrectly. Put this policy on the invoice and in your intake paperwork, and apply it consistently.

What should I do about clients who cancel or no-show?

Set a cancellation window, often 24 to 48 hours, and state it when booking. Charge a partial or full fee for late cancellations, or hold a card on file. Applying the policy consistently matters more than the exact amount.

Quoting a job first?

Send a Herbalist estimate for approval, then turn it into an invoice when the work is done.

Herbalist estimate template

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