Invoice example + common mistakes

Purpose

Reduce back-and-forth by showing what “good” looks like.

Quick reminders (current policy)

• Line items are the associate’s 60% portion.
• Invoicing periods:
  • 1st–15th
  • 16th–end of month
• GST/HST: not applicable (per current policy).

Example invoice layout

This is an example structure you can use in an invoicing tool (Wave or similar).

Header (required)

• Invoice date: YYYY-MM-DD
• Invoice number (sequential): e.g., 2026-001
• Your name
• Your address
• Your phone number
• Your email
• Your RCC or CCC number
• Bill to: Head & Heart Counselling Inc.
• Send to: info@headandheartcounselling.com

Line items (required)

Client (first name + last initial)	Session type	Date (YYYY-MM-DD)	Amount (your 60% portion)
Jane D.	Individual 50 min	2026-01-05	$___
Alex P.	Couples 50 min	2026-01-06	$___

Totals (required)

• Total invoiced: $_____
• GST/HST: $0 (not applicable)

Common mistakes to avoid

• Missing a sequential invoice number.
• Missing your RCC or CCC number.
• Missing required header info (name, email/phone, address).
• Listing the full session fee instead of your 60% portion.
• Missing required session line item fields:
  • client first name + last initial
  • session type
  • session date
  • line-item amount
• Sending the invoice before the client’s sessions in that pay period are paid.
• Waiting longer than 30 days after the last session in the pay period to invoice.