Invoicing Software for Med Spa

Med Spa Invoicing Software

Treatment done = invoice generated. High-value packages + Botox per-visit + member subscriptions all handled. Pay Now link with card or ACH.

Start Free TrialSee full Med Spa CRM7 days free · No credit card
Smarfle CRM - Med Spa Dashboard
Active Protocols

29

Today's Treatments

8

Collected This Month

$22,400

Package Renewals Due

5

Recent Jobs

Jessica Blake

Laser Hair Removal (Session 4/6)

Completed

Natalie Reed

Botox Touch-Up

In Progress

Amanda Torres

Chemical Peel Consultation

Scheduled

Catherine Liu

Microneedling (Session 2/4)

Confirmed

Where med spa invoicing breaks down

The day-to-day friction every med spa owner recognizes.

Per-visit Botox invoices flood inbox

Member doesn't want a new invoice every visit. Monthly summary option fixes it.

Package decrement not visible on invoice

Customer paid $3K for laser series — invoices should show 'Used 3 of 6 sessions'. Without it, they're surprised when series ends.

Treatment plan + future appointment fees mixed

Customer paid for current visit + booked future series — without clear separation, invoice gets confusing.

How Smarfle handles med spa 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.

Top feature for med spa

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

Treatment done = invoice generated. High-value packages + Botox per-visit + member subscriptions all handled. Pay Now link with card or ACH.

Treatment ProtocolsFollow-Up AutomationPackage TrackingConsent Docs

Plans that grow with your med spa business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • 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)
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Most Popular

Professional

Growing service businesses

$199/mo
  • 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)
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Business

Multi-location operations

$349/mo
  • 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)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Med Spa Invoicing Software CRM questions

Yes. Every invoice generates a branded PDF on the fly (jsPDF — no external service). Includes your company logo, address, the line items, totals, payment terms, and notes. Owner can download from the invoice page; clients get it as an email attachment when you Send.
Yes. Every sent invoice has a Pay Now button that opens a Stripe-hosted checkout (card + ACH for invoices over $1k). When they pay, your CRM invoice auto-flips to Paid + a receipt fires to the client + a confirmation lands in your inbox + in-app.
Smarfle's daily cron auto-flips Sent invoices to Overdue past their due date. The Aging Report breaks outstanding balances into 0-30 / 30-60 / 60+ day buckets. Workflow automation can auto-email or auto-SMS overdue reminders on a schedule (e.g. Day 5, Day 14, Day 30 escalating tone).
Yes. Set member's billing preference to monthly. Smarfle bundles each month's visits into one summary invoice.
Each package visit's invoice line item shows 'Used X of Y sessions'. Customer sees remaining balance + you see when to recommend renewal.
Each is its own invoice. Customer sees what they paid today + what they pre-paid for future visits clearly.

Ready to run your med spa business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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