Simplify your invoicing for quicker payments
Invoice clients and third-party payers with ease, while ensuring secure and efficient payment processing - built to save time and get you paid faster.
Built for practitioners
Unleash the power of smart invoicing
Invoicing made simple, so you can put your energy into growing your practice and making a difference.
Customize invoice details and branding
It's all in the details. Add your logo, business details, provider number, and more to make every invoice feel like your own.
Multiple payment options
Offer flexible payment methods to suit your clients’ preferences, making it easy for them to pay on time.
Send invoices
Easily send clients or contacts a link to view, pay online, or download their invoices and receipts.
Set up services, products, and pricing
Manage your service rates, product prices, and tax rates with our Caspen Catalogue, ensuring accurate, automated invoicing every time.
Set default payment terms
Automate due dates for your invoices and ensure better cash flow by defining default payment terms.
Client and third-party invoicing
Quickly create and manage patient invoices for private and compensation billings. Tailor your invoicing process for all types of clients.
Send one invoice for multiple sessions
Want to send just one invoice? Combine multiple sessions for the same client into a single invoice for easier billing.
Online payments
Take payments without the need for a terminal. Credit card payments are processed directly through Caspen’s integration.
More than just invoices
Your full invoicing solution
From automation to intuitive design, this invoicing CRM is built to meet the unique needs of your practice.
Invoice status tracking
Monitor your invoice from creation to payment, see if it's open, overdue, paid, and more. Stay updated every step of the way.
Simplified tax management
Set tax rates for your services or products, and we'll handle the rest automatically.
Invoice and payment activity log
Track every action related to invoices and payments, who created or updated them and when. Caspen keeps a log of staff activity.
Automatic reconciliation
Sync in real-time with Xero for automatic reconciliation, keeping your accounting smooth without the manual labor.
Invoice directly from your calendar
Easily create and view invoices directly from your calendar appointments. Click to generate accurate invoices as soon as an appointment is booked.
Add products to your invoice
Boost your revenue by easily adding products to your invoices alongside services or on their own.
360° client dashboard
Each client has a dashboard with recent appointments, invoices, payments, and communications, giving you a complete overview so your team can access information quickly.
Apply discounts
Apply discounts at the time of invoicing, or even override the price for complete flexibility.
Privacy first
Rest easy knowing your invoicing is secure and encrypted, ensuring complete peace of mind for you and your clients.
Track overdue payments and more
Track overdue payments, uninvoiced appointments, service utilization, practitioner performance, revenue, and more with Caspen’s reports.
Get started today.
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