Sai Invoice Tracking
Simplify invoicing. Stay organised. Save time.
Sai Invoice Tracking is a desktop application designed to simplify appointment-based invoicing for healthcare professionals, service providers and small businesses.
Manage appointments, update Excel invoices, generate PDFs and send completed invoices from one convenient interface.
Less administration. More time for what matters.
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Invoicing Made Simple
Managing recurring appointments and invoices can involve repetitive data entry, multiple spreadsheets and unnecessary administrative work.
Sai Invoice Tracking brings essential invoicing tasks together in one organised workflow.
Built around existing Excel invoice templates, the application helps streamline billing while allowing users to review and approve important changes.
Key Features
Calendar Integration
Import appointment information from supported calendar feeds.
Review service dates, select billing periods and reduce repetitive manual data entry.
Excel Invoice Management
Work with supported existing Excel invoice templates.
Add appointment dates, update service hours and rates, and review changes before applying them.
PDF Invoice Generation
Convert completed invoice records into professional PDF documents.
Built-in validation helps identify potential inconsistencies before invoices are finalised.
Email Invoice Delivery
Send PDF invoices through a configured Gmail account.
Review recipients and attachments before sending, with submission history and safeguards against duplicate emails.
Invoice Tracking
Keep track of invoice references, processed appointments, completed invoices and email submission records.
Monthly Invoice Management
Prepare invoice templates for the next billing period while preserving completed invoice records and historical references.
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How It Works
1. Connect your workflow
Choose your existing invoice folders and configure supported calendar and email services.
2. Review appointments
Import appointment records and identify service dates to add to your invoices.
3. Prepare invoices
Review dates, service hours, rates and invoice references before approving changes.
4. Generate and send
Create PDF invoices and send approved documents through your configured email account.
5. Track and repeat
Review invoice history and prepare your working files for the next billing period.
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Designed with Privacy in Mind
Sai Invoice Tracking uses a locally operated desktop workflow.
Invoice processing and application records are managed on your computer rather than through a developer-operated cloud invoicing database.
External services, including calendar feeds, Gmail and cloud-synchronised folders, may process information when configured by the user.
Users retain responsibility for their files, device security and connected accounts.
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Frequently Asked Questions
Is Sai Invoice Tracking a cloud application?
No. The current Windows application runs locally on your computer and opens through a web browser. It may connect to third-party services for calendar information, file synchronisation and email delivery.
Can I use existing Excel invoices?
Yes. The application works with supported Excel invoice templates that meet its required structure.
Does the application automatically send invoices?
No. Users review and select invoices before initiating email submission.
Can I review changes before saving?
Yes. The application includes review and approval steps for supported invoice modifications.
Does it replace accounting software?
No. Sai Invoice Tracking is an administrative invoicing tool and does not replace accounting, taxation or professional record-management systems.
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Contact Us
For application enquiries, technical assistance or access information, please contact:
SAI PHYSIOTHERAPY Pty Ltd
Email: gary@saiphysio.org
Website: https://www.saiphysio.org
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