AI Invoice Generation

Invoices that build themselves from your orders.

Every order line already knows its price and who pays. Angelpaw turns those lines into invoices at the moment you choose, groups clinic orders into monthly invoices, sends them, and lets you ask the AI Assistant what is still unbilled.

Billing and Accounting settings with automatic invoicing rules (demo data)

Settings screen from a demo care center; the AI Assistant answer is an illustrative mockup.

How it works

From order line to invoice, without re-typing.

1

Lines know the payer

Each order line is billed to the clinic or to the pet parent.

2

Rules decide when

Invoice when the order is created, paid, checked in, cremated, returned or completed.

3

Invoices go out

Emailed with a link to view and pay, with reminders until paid.

4

Books stay in sync

Invoices and payments sync to QuickBooks Online, Xero, NetSuite or Pennylane.

Automatic invoicing

Pick the moment. Angelpaw does the rest.

Set separate rules for pet parents and for vets and accounts. Account groups and individual accounts can override them, or inherit the care center’s rule.

Order createdPayment capturedPet checked inStaged for returnCremation endsMemorial package deliveredOrder completed
Account invoice with pet rows, items, total and balance (demo data)

Real Angelpaw screen from a demo care center.

Monthly account invoices

Clinic billing that runs itself every month.

Choose how monthly invoices for vets and accounts are built. In monthly mode, invoice and sync timing are managed for you.

Create on first order

The month’s invoice is created with the first order, and additional orders are appended.

Precreate at month start

An invoice is ready for every account on the first day of the month.

Auto-create on day N

Last month’s invoice is created on the run day you choose, from 1 to 28.

From picked up pets

Invoices are created from picked up pets, upon check-in.

Ask about billing

The AI Assistant knows your orders and invoices.

Ask in plain language what is still unbilled, which payments are recorded or how this month compares with last month. The AI Assistant answers from your care center’s data and can create reports for you.

  • Questions in plain language, answers from your own data
  • Reports created on request
  • Works alongside the invoice list and Accounts Receivable

See the AI Agent

Illustrative mockup of an AI Assistant billing answer (fictional data)

Illustrative mockup with fictional accounts and amounts.

Real answers

A month at a glance, from the dashboard.

In this real AI Assistant answer, a monthly summary flags what has not been cremated yet this month and that no payments were recorded, so nothing slips before invoices go out.

Dashboard with the AI Assistant giving a monthly summary (demo data)

Real Angelpaw screen from a demo care center.

Guardrails built in

Automation you can trust with your billing.

No repricing

Creating an invoice never reprices an order or adds fees: invoices carry the prices the order was charged.

Never emailed twice

The invoice email is sent after the invoice is saved, and an invoice is never emailed twice.

End-of-month safety net

On the 1st, fully paid pet parent orders that were never invoiced are invoiced. Partially paid orders are left for you.

Empty invoices cleaned up

Monthly invoices that end the month with no orders can be deleted automatically.

Locked lines

Invoiced lines appear read-only on the order, so an invoice and its order always agree.

Tax as billed

Lines already invoiced keep the tax they were billed with when the order is saved again.

FAQ

Common questions

Is every invoice created automatically?

Only if you want it to be. Choose the moment for pet parents and for accounts, or select Do not invoice automatically and create invoices by hand.

Can clinics get one invoice per month?

Yes. Monthly account mode can create the invoice on the first order and append the rest, precreate it at month start, or auto-create last month’s invoice on a day you choose.

What does the AI do?

The AI Assistant answers questions about your orders, invoices and payments in plain language and can create reports. Invoice amounts always come from the order lines.

When do invoices reach my accounting system?

At the moment set in When to sync to accounting system: as soon as invoiced, after a chosen step, only when paid in full, or manually.

More in Operational Efficiency

Everything that works alongside AI Invoice Generation.

See AI Invoice Generation in action

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