An optician invoice tells the customer what they owe, what it is for, and when and how to pay. Send an invoice to companies and HMOs that pay for staff eye tests and glasses, or to a patient before glasses are ordered. The free generator below is set up for opticians and eye clinics: add your items, due date and bank details, then download the PDF or send it on WhatsApp.
What to include on an Optician Invoice
- Your business name, address and phone number
- Invoice number, invoice date and payment due date
- Patient name
- Each item with quantity, price and line total
- Total amount due
- Your bank name, account number and account name
- Prescription date
Example: a filled Optician Invoice
A bank pays for eye tests for its branch staff. The clinic sends one invoice listing the tests and the glasses ordered.
Eye test (refraction): 1 x ₦10,000 = ₦10,000
Frame (metal): 1 x ₦25,000 = ₦25,000
Lenses: anti-glare, single vision (pair): 1 x ₦30,000 = ₦30,000
Total: ₦65,000. These amounts are examples; use your own prices.
Common mistakes to avoid
- Not stating the lens type and coating
- Taking a deposit without writing the balance and the collection date
- Billing frame and lenses as one unclear amount
- Sending the invoice without a due date
Need a different document?
- Customer has already paid? Give an optician receipt.
- Customer wants a price before deciding? Send a proforma invoice first.
How opticians and eye clinics use an invoice
Eye clinics usually charge for the eye test first, then for frames and lenses. Glasses take days to make, so many patients pay a deposit and the balance when they collect.
Writing the items on an optician invoice
List each item or service on its own line, for example Eye test, Frame, Lenses: anti-glare, single vision, with the quantity and the price for one unit. The generator adds up each line and the total due. Below the items, add the date you expect payment and your bank details, so the customer can pay the moment they open the invoice.
Tips for opticians and eye clinics
- List the eye test, frame and lenses on separate lines, with the lens type (for example anti-glare or photochromic).
- When a deposit is paid, write the amount paid and the balance due on collection.
- Add the collection date, so the patient knows when to come back.
When the customer pays in parts
Keep the invoice open and give a receipt for each payment, showing the amount paid and the balance. When the last payment arrives, give a final receipt marked “Paid in full”.
Frequently asked questions
How do I show a deposit for glasses on a receipt?
Enter the full price of the items and the amount paid today. The receipt shows the balance due when the glasses are collected.
Should the receipt include the prescription?
It doesn't have to. Add the prescription date in the extra field, so the order can be traced.
Can I send this invoice on WhatsApp?
Yes. Download it as a PDF and send it in the customer's chat, then follow up there when the due date comes.
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