Statements that go out the way each owner wants — automatically.
Generating invoices is table stakes. Getting them in front of owners the way they’ll actually respond — and getting paid — is where practices win or drown. EDSI’s concierge delivery pipeline is the part no competitor fully matches.
What you get
- Itemized statements grouped by horse, with your vet comments included.
- Bulk statement runs with a mandatory Preview-Recipients approval gate before anything sends.
- Auto-route each statement by the owner’s preference: email, mailed paper, or both.
- Third-party billing recipients — send a horse’s bill to a trainer, agent, or bookkeeper.
- SMS reminders built in alongside email and mail — included in your subscription, no separate messaging platform to set up.
One batch, every delivery method
Run the month-end cycle once. EDSI groups charges by horse, builds each owner’s statement, and routes it to how that owner chose to receive it — emailed, mailed as paper, or both. No exporting, no separate mail-merge, no per-owner fiddling.
A Preview-Recipients step shows you exactly who will receive what before a single statement leaves the building — an approval gate that catches mistakes while they’re still cheap.
Bill the person who actually pays
Owners aren’t always the payer. EDSI supports third-party billing recipients, so a horse’s statement can go to the trainer, agent, or bookkeeper who handles the money — without changing who owns the horse.
Concierge statements & delivery — questions
Can EDSI mail paper statements?+
Yes. Statements route automatically by each owner’s preference — email, mailed paper, or both — from a single batch run. Text (SMS) reminders are built in too.
Is there an approval step before statements send?+
Yes. A mandatory Preview-Recipients gate shows exactly who receives what before anything is sent.
See EDSI VMS on your own horses
A 20-minute demo on your practice’s real split-ownership billing. No pressure, no per-vet pricing games.