Invoicing Software for Veterinary

Veterinary Invoicing Software

Visit done = invoice generated. Per-visit + insurance + cash-pay packages + memberships all handled with itemized line items.

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Smarfle CRM - Veterinary Dashboard
Pets Seen This Week

43

Today's Appointments

11

Collected This Month

$12,800

Overdue Vaccines

8

Recent Jobs

Bella (Johnson Family)

Annual Wellness Exam

Completed

Max (Rivera Household)

Rabies Booster Vaccine

In Progress

Luna (Chen Family)

Dental Cleaning

Scheduled

Cooper (Williams Family)

Post-Surgery Follow-Up

Confirmed

Where veterinary invoicing breaks down

The day-to-day friction every veterinary owner recognizes.

Multi-pet invoices confusing without clear pet labels

Owner has 3 pets — invoice should clearly itemize which pet got what care. Without it, owner disputes.

Insurance vs owner portion confusing

Without clear insurance-paid + owner-owed breakdown, owner disputes the bill.

Wellness plan member benefits not visible

Plan covers some visits — without 'covered by wellness plan' line items, owner is confused.

How Smarfle handles veterinary 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 veterinary

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

Visit done = invoice generated. Per-visit + insurance + cash-pay packages + memberships all handled with itemized line items.

Vaccination TrackingPet RecordsOwner RemindersMulti-Pet Households

Plans that grow with your veterinary 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 →

Veterinary 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 is labeled with the pet (e.g. 'Vaccinations — Bella'). Owner sees clear breakdown by pet.
Each invoice line item can have insurance-paid + owner-owed split. Owner sees clear breakdown.
Mark covered line items as $0 with description ('Annual exam — covered by wellness plan'). Owner sees the value of their plan.

Ready to run your veterinary business from one place?

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

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