Year End Payment Statement Template for Therapists, Massage & Chiro | Client Receipt, Annual Payment Summary | Google Sheets + Notion

Give every private-pay client a clean year-end record of what they paid. Log each payment by client ID once; pick a client and the year's payments print as a one-page statement with a year total, or pick one payment for a per-visit receipt. A January Batch view tracks who asked, who you sent it to, how, and your % sent. Tips stay separate, refunds and credits are netted, and no client names are stored: a blank name line prints for you to complete on the PDF. Google Sheets + Notion.

Benefits:

- One-click year-end statements: pick a client ID and that year's payments list by date with a year total, ready to print or save as a one-page PDF.

- Per-visit receipts on request: fee, amount paid, refund / credit and net paid.

- A calmer January batch: requested, sent, sent-via and re-sent dates and a % sent progress bar.

- Totals you can stand behind: tips recorded separately, refunds and credits netted, Dec 31 and Jan 1 payments land in the right year.

- Client IDs only, your practice details on every page, in Google Sheets or Notion.

What you get (instant digital download, one ZIP): Google Sheet tracker (.xlsx), one-page Setup Guide (PDF + DOCX) with the Notion template link, Notion Setup Walkthrough (PDF), and a backup CSV kit.

Notion template link: https://steep-tortoise-306.notion.site/TherapistOps-Year-End-Payment-Statements-4052448f968d80cca5ddf6a70ada4143

Fictional sample data included; delete it when you're ready.

Fine print: A record of payments received, not an invoice. Questions about HSA/FSA use go to the client's plan administrator or accountant. Not HIPAA-compliant storage. Not an EHR. Not clinical or medical advice. This is an organizational template only. Scope: a payment roll-up only; it doesn't process payments, send statements or decide what a payment can be used for. No billing or clinical codes. Privacy: client IDs only; never store client names, contact details, card numbers or clinical information. All sample data is fictional.