Free Organisational Psychologist Invoice Template

What is an Organisational Psychologist invoice?

An organisational psychologist invoice covers consulting, assessment, and coaching services applied to workplace and organisational settings. Occupational/organisational psychologists are registered with the HCPC and use psychology evidence to improve organisational performance, employee wellbeing, and leadership effectiveness. Services include workplace assessments (psychometric testing, 360-degree feedback), executive coaching, organisational development consulting, job analysis, selection and recruitment design, team effectiveness programmes, and occupational stress assessments. Most organisational psychology work is B2B, invoiced to HR departments or senior leadership teams. Day rates are the most common billing model, with project-based fees for defined engagements.

What to include on an Organisational Psychologist invoice

• Organisation name and contact
• Engagement description
• HCPC registration number
• BPS Chartered Psychologist status (if applicable)
• Days or hours worked
• Deliverables (report, assessment results, recommendations)
• Travel and expenses
• Purchase order number
• VAT (20% for consulting; clinical services may be exempt)
• Payment terms

Common organisational psychologist invoice line items

How to invoice as an organisational psychologist

Invoice after delivery of each engagement phase or monthly for retainer work. Include the purchase order number. B2B consulting invoices are subject to VAT. Net 30 for corporate clients is standard. Include a brief description of deliverables with each invoice to support client approval processes.