Invoicing Software for Physical Therapy

Physical Therapy Invoicing Software

Session done = invoice generated with insurance + patient portion split. Treatment plan + cash-pay package handled.

Smarfle CRM - Physical Therapy Dashboard
Active Treatment Plans

52

Today's Sessions

18

Collected This Month

$14,600

Completion Rate

78%

Recent Jobs

Jennifer Adams

Knee Rehab (Session 8/16)

Completed

Michael Torres

Shoulder Assessment

In Progress

Angela Wright

Post-Op Hip Recovery (Session 3/12)

Scheduled

Chris Johnson

Back Pain Evaluation

Confirmed

Where physical therapy invoicing breaks down

The day-to-day friction every physical therapy owner recognizes.

Insurance vs patient portion confusing on invoice

Without clear breakdown, patient disputes the bill.

Treatment plan progression not visible on invoice

Patient paid for 12-session plan — invoices should show 'Visit 7 of 12'. Without it, patient is surprised when plan ends.

Pre-auth limits not tracked

Insurance authorized 10 visits, patient hits visit 11 — without tracking, you bill anyway + insurance denies.

How Smarfle handles physical therapy 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 physical therapy

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

Session done = invoice generated with insurance + patient portion split. Treatment plan + cash-pay package handled.

Progress TrackingTreatment PlansSession NotesPatient Engagement

Plans that grow with your physical therapy 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)
Start Free Trial
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)
Start Free Trial

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)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Physical Therapy 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).
Each invoice line item can have insurance-paid + patient-owed split. Patient sees clear breakdown.
Each invoice line item for a treatment plan visit shows 'Visit X of Y'. Patient sees remaining authorized visits clearly.
Each treatment plan can have a visit limit + auth expiration. Smarfle warns when patient approaches limit so you can request more auth before billing.

Ready to run your physical therapy business from one place?

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

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