InvoicesOverview

Invoices Overview

Track equipment service spending, compare vendor pricing, and catch billing errors with ChairPulse Invoice Analytics.

What is Invoice Analytics?

Invoice Analytics gives you a clear picture of how much you spend on equipment service and repairs. When technicians visit your office, you can upload their invoices and ChairPulse will automatically extract the details using AI, link them to the relevant equipment issues, and generate spending insights across vendors, equipment types, and time periods.

Navigate to Invoice Analytics from the main sidebar to access this feature.

Invoice uploads and analytics are available exclusively on the Professional plan. Essential tier users cannot upload invoices. See Billing & Subscription for plan details.

How invoices work in ChairPulse

The invoice workflow connects your service spending to your equipment records:

A technician visits your office

When a service technician resolves an equipment issue, they typically leave a paper or digital invoice.

Upload the invoice

From the issue detail page, upload the invoice as a photo or file. ChairPulse accepts JPG, PNG, WebP, and PDF files up to 10 MB.

AI extracts the details

ChairPulse automatically parses the invoice to extract the vendor name, invoice number, date, total amount, labor costs, parts costs, tax, line items, payment terms, and warranty terms.

Reconciliation with visit records

The system compares invoice data against your tech visit records to verify vendor names, parts replaced, and warranty terms. Any discrepancies are flagged for review.

Analytics update

Once parsed, the invoice data feeds into your Invoice Analytics dashboard, updating spending trends, vendor comparisons, and equipment cost breakdowns.

What you can track

Invoice Analytics provides visibility into several dimensions of your equipment spending:

  • Total Spend -- The cumulative dollar amount across all parsed invoices over the last six months.
  • Average per Invoice -- The mean cost per service invoice, helping you spot unusually expensive visits.
  • Vendor count -- How many distinct vendors or service companies have billed you.
  • Invoice volume -- The total number of invoices processed.
  • Monthly spending trends -- A line chart showing how your service costs change month over month.
  • Vendor comparisons -- A bar chart ranking your top five vendors by total spend.
  • Equipment type breakdown -- A pie chart showing cost distribution across equipment categories (e.g., Autoclaves, X-Ray, Dental Chairs).
  • Labor vs. Parts costs -- A stacked bar chart comparing labor and parts expenses over time.
  • Reconciliation status -- A summary of how many invoices are matched, need review, are pending, or have no visit record.

Who should use Invoice Analytics

Invoice Analytics is most useful for:

  • Office managers tracking service budgets and identifying cost trends.
  • Practice owners comparing vendor pricing to negotiate better rates.
  • DSO administrators monitoring spending across multiple locations.