Help Center
Billing & Invoices
Last updated: March 10, 2026
The billing module streamlines your financial workflow. Create invoices for consultations, procedures, lab tests, and pharmacy purchases. Accept multiple payment methods and generate professional receipts.
Creating a Bill
Click "+ New Bill" and select the patient. Add line items — consultation fee, procedures, medications, or lab tests. Prices are auto-filled from your configuration but can be adjusted per bill.
Accepting Payment
Click "Collect Payment" and choose the method: Cash, UPI, Card, Net Banking, or split across multiple methods. Partial payments are supported — the remaining balance is tracked.
Receipts & Printing
After payment, a receipt is generated automatically. Print it directly or send a digital copy to the patient via WhatsApp. Receipts include your clinic branding, GST details (if configured), and payment breakdown.
Outstanding & Overdue
View all unpaid and partially paid bills in the "Outstanding" tab. Send payment reminders via WhatsApp with one click. Overdue bills are flagged for follow-up.
Important
Once a bill is finalized and payment is recorded, it cannot be deleted — only credited. Issue a credit note for refunds or adjustments.
Tips
- Set up GST configuration early for compliant invoicing from day one
- Use discount codes for promotions or loyalty programs
- Review the daily collection report before closing to reconcile cash