Insurance Invoicing Software
Commission tracking + advisory fee invoicing + monthly retainer. Insurance agency invoicing covers all three with auto-send + Pay Now.
7 days free · No credit card · Built in Florida
Invoice
RATHLY-00142
Issued May 16, 2026
Bill to
Sarah Johnson
123 Oak Street, Orlando FL 32801
Labor. 2.5 hours @ $95/hr
Parts. Replacement components
Service call · diagnostic
Real Smarfle UI · Live data from your insurance CRM
Why generic invoicing software fails insurance owners
Generic invoicing tools weren’t built for insurance. Smarfle was.
Generic invoicing software
What everyone else gives you
- Advisory fees billed days after consultation
- Commission split tracking manual = errors per closing
- Monthly retainer invoices generated manually = late
Smarfle for Insurance
Built for your actual workflow
- Auto-generate invoice on engagement completion + auto-send with Pay Now link
- Each closing has split percentages; Smarfle calculates each side automatically
- Monthly recurring auto-generates + auto-sends invoice on cadence
How insurance invoicing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Tech marks the {industry} job complete
Mobile WO logs billable hours, parts used, photos, signatures. Done.
- 2
Invoice pre-fills from the work order
One click pulls in services, hours, parts, expenses. Owner reviews + hits Send.
- 3
Customer gets email + SMS + Pay Now link
Branded invoice PDF attached. Customer pays with card or ACH in 30 seconds.
- 4
Smarfle auto-marks paid + sends receipt
Stripe webhook flips the invoice to Paid the moment payment lands. Receipt fires automatically.
- 5
Overdue invoices auto-chase
Past-due invoices flip to Overdue on cron. Workflow automation can fire reminder emails + SMS on Day 7, 14, 30.
Where insurance invoicing breaks down
The friction every insurance owner recognizes.
Advisory fees not auto-billed on completion
Risk-management consult done = invoice should go out same-day. Manual invoicing slips.
Commission split tracking inconsistent
Producer + agency split each commission. Manual tracking = errors. Smarfle's commission tracking auto-calculates.
Monthly retainer invoices inconsistent
Retainer billing should auto-generate + send. Manual = forgotten in busy weeks.
From job-done to paid in 7 days, not 30
One-click invoice from completed WO + Pay Now link + auto-reminders shrinks the AR cycle from 30+ days to 7-10 days. Cashflow improves dramatically.
7-10d
AR cycle
30 sec
Invoice creation time
60-70%
Overdue rate drop
Based on typical insurance operations. Your numbers may vary.
Features powering insurance invoicing
Each one a deep-dive in its own right.
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.
Learn moreEmail + 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.
Learn moreEmbedded 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.
Learn moreAging 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.
Learn moreInsurance Invoicing Software CRM questions
Other insurance tools
Smarfle ships invoicing software alongside the rest of your CRM.
Invoicing Software for other industries
Same invoicing engine, tuned for each vertical.
Try Insurance Invoicing Software free
7 days to test the full platform with your real insurance workflow. No credit card.
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