Invoicing & Sales
Manage billing for everything you offer
Easily invoice, receive and record payments, and provide receipts for everything from single sessions to packages, memberships, gift cards, and product sales.
Overview
Sell all kinds of services and products right in Jane
No matter how you charge for your goods and services, Jane has customizable options to help you send invoices and collect payments.
Here’s what sets Jane’s sales and invoicing apart:
- Fast checkout and clear reporting, tied to every appointment
- Simple payment collection and reconciliation with integrated payments
- Track inventory on product sales so you're never caught short
- Drive new and repeat visits with memberships, packages, and gift cards
Benefits
Grow your revenue with billing that fits the way you work
With Jane, there’s no need to limit what your practice can provide to your patients. Jane’s invoicing and sales features are flexible enough to support all the different ways you bill for services and products.
Invoicing & Receipts
Create and send invoices right away
Creating invoices and sending receipts are built right into your existing workflow. That way, collecting payments is intuitive, fast, and doesn’t pull you away from providing care.
- Create an invoice at the start of every appointment, automatically
- Include product sales in your service or as a separate invoice
- Automatically email, print, and add receipts to the patient portal
Payments
Track invoices and payments together
With Jane Payments, your invoices, transactions, and sales revenue is all tracked and managed in the same place. No extra logins or software required.
- Take and record transactions automatically
- Easily record payments details like cash or cheque
- Keep track of your cashflow with clear reporting
Revenue
Offer more value with less admin
Expand your service offerings to attract new patients and engage with your existing ones. Jane makes it easy to build, price, and sell whatever you want to offer.
- Create custom discounted packages for repeat services
- Keep clients coming back with auto-recurring memberships
- Encourage new business and referrals with online gift cards
Product Sales
Track inventory, tax, and commissions
With everything organized in your Jane account, inventory, taxes, and commissions are all easy to track and manage.
- Keep up-to-date on your stock levels and set re-order reminders
- Automatically track the tax on all purchased items
- Add and record sales commissions payable to practitioners
Reporting
Understand finances and performance
From booking to payout, Jane keeps your sales and performance connected and easy to track so you always have a clear picture of your business finances.
- See all of your outstanding balances in one clear view
- Track payment methods for simple reconciliation
- Reduce A/R by using Jane Payments to collect balances
Testimonials
Loved by 240k+ practitioners
We built Jane to ease the admin load, and practitioners have noticed. With a 4.8-star rating on Capterra and 450+ reviews, Jane is trusted by clinics like yours every day.
Resources
Access thoughtful resources for managing your practice
Feature
Online & in-person payments
Jane’s integrated payments does more than collect money; it keeps your whole practice running smoothly.
Article
Money That Move You
Budgeting isn’t just spreadsheets and numbers. It’s clarity. It’s control. And when done right, it can actually feel empowering.
Guide
Packages & Memberships
Everything you need to know about creating, selling, and tracking your packages and memberships
Why Jane
Designed for the way you provide care
Less admin, more time
Jane’s all-in-one, easy-to-use software reduces admin so you can focus on doing your most impactful work.
Flexible by design
We know every practice is different. Jane was built to meet the unique and changing needs of your business.
Better patient experiences
Jane makes it easy for patients to keep up with their care, creating great experiences time and time again.
Helpful human support
When you join Jane, you get an expert team and community of helpful people committed to your clinic’s success.
Frequently asked questions
Absolutely. Jane Payments is a fully integrated, PCI-compliant payment tool for both online and in-person terminal payments.
If you're using Jane Payments, you can send email and SMS reminders for outstanding balances, each with a secure link to pay. You can also email patients their statements with a payment link included.
With Jane's memberships, you can set up weekly, monthly, or yearly billing. With Jane Payments, membership invoices can be charged and recorded automatically on your chosen schedule.
You can create and sell custom treatment packages, and patients can purchase them directly through your online booking site.
Jane gives you a clear view of all outstanding invoices, for both patient and insurer balances. You can view by age of A/R or drill into a specific patient or insurer to collect payment.
You can set commission at the staff profile level and track it through Jane's reporting.
Patients can access receipts anytime through their secure patient portal. You can also have Jane email receipts when payment is collected.
Get Started
Run your practice with Jane.
Ready to make the day-to-day feel easier? Jane is here to help.