Counseling Invoicing Software
Session done = invoice generated. Insurance + cash-pay + package handled. Pay Now link makes copay collection effortless.
34
28
$6,800
4
Client A.
Individual Therapy Session
Client B.
Intake Assessment
Client C.
Couples Counseling Session
Client D.
Follow-Up Session
Where counseling invoicing breaks down
The day-to-day friction every counseling owner recognizes.
Per-session invoices flood patient inbox
Patient doesn't want a new invoice every week. Monthly summary option fixes it.
Insurance vs patient portion confusing
Without clear insurance-paid + patient-owed breakdown, patient disputes the bill.
Sliding-scale rates not visible on invoice
Patient on sliding scale sees full rate + adjustment line item — without clear adjustments, they get confused.
How Smarfle handles counseling invoicing
One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.
One-click invoice from work order
Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.
Email + SMS + PDF send
Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.
Embedded payment link
Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.
Aging report (0-30 / 30-60 / 60+)
See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.
Per-org invoice prefix + branded PDF
Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.
One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.
Session done = invoice generated. Insurance + cash-pay + package handled. Pay Now link makes copay collection effortless.
Other tools counseling owners need
Smarfle is one CRM that ships invoicing software alongside everything else you run.
Plans that grow with your counseling business
All plans include a 7-day free trial. No credit card required.
Starter
Solo operators & small teams
- Up to 3 users (1 owner + 2 techs)
- Up to 100 clients
- 1 GB storage
- Unlimited work orders & invoices
- Client portal
- Scheduling calendar
- Reports & analytics
- Review requests
- Voice AI receptionist (usage-based)
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- GMB rank tracking
- Voice AI receptionist (usage-based)
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Voice AI receptionist (usage-based)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Counseling Invoicing Software CRM questions
Ready to run your counseling business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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