Medical & Dental Invoicing Software
Visit done = invoice generated with insurance + patient portion split. Pay Now link makes copay collection effortless.
7 days free · No credit card · Built in Florida
Invoice
INV-00142
Issued recently
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 medical & dental CRM
Why generic invoicing software fails medical & dental owners
Generic invoicing tools weren’t built for medical & dental. Smarfle was.
Generic invoicing software
What everyone else gives you
- Insurance vs patient portion mixed on invoice line items
- Treatment plan invoices spread over months without project tracking
- Family billing accounts confusing with separate per-patient invoices
Smarfle for Medical & Dental
Built for your actual workflow
- Each line item shows insurance-paid + patient-owed split clearly
- Treatment plan as parent project; invoices roll up to project level
- Family is one account; all member visits roll up to one invoice
How medical & dental 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 medical & dental invoicing breaks down
The friction every medical & dental owner recognizes.
Insurance vs patient portion confusing
Without clear insurance-paid + patient-owed breakdown, patient disputes the bill.
Treatment plan invoices spread over months
Multi-visit crown work invoiced per visit = customer confused. Treatment-plan-level invoicing fixes it.
Family billing accounts confusing
Family with 4 patients = 4 separate invoices = mess. Family billing under one account simplifies.
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 medical & dental operations. Your numbers may vary.
Features powering medical & dental 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 moreMedical & Dental Invoicing Software CRM questions
Other medical & dental tools
Smarfle ships invoicing software alongside the rest of your CRM.
Invoicing Software for other industries
Same invoicing engine, tuned for each vertical.
Try Medical & Dental Invoicing Software free
7 days to test the full platform with your real medical & dental workflow. No credit card.
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