Build the invoice from visit services, then record each payment.
- Route
- /dashboard/billing
- Who can use it
- Admin · Doctor · Receptionist · Accountant
- Needs first
- Services with prices; currency set in Clinic Info
Invoices, payments and what is still owed. Stat cards show total revenue, collected, outstanding and the collection rate; the list filters by status and date range.
Raising an invoice
The usual path is not this screen. Open the completed appointment and click Generate Invoice in the billing panel — the service, its price, and anything ordered during the visit come across automatically. Raise an invoice directly from Billing only for something with no appointment behind it.
- 1Click New Invoice.
- 2Select the patient.
- 3Add line items: service or product, quantity, unit price.
- 4Apply a discount or tax if they apply.
- 5Set the due date and save.
Taking payment
- 1Open the invoice and click Record Payment.
- 2Enter the amount — partial payments are allowed and the balance stays outstanding.
- 3Choose the method: cash, card, transfer or insurance.
- 4Save. The invoice moves to Partially Paid or Paid, and the collection figures update.
| Status | Meaning |
|---|---|
| Draft | Created, not yet issued to the patient. |
| Unpaid | Issued, nothing received. |
| Partially Paid | Some payment received, a balance remains. |
| Paid | Settled in full. |
| Overdue | Past its due date with a balance outstanding. |
| Cancelled | Voided. |
Amounts everywhere in billing are entered in pounds, in the currency set in Settings → Clinic Info. Inventory unit cost is the one exception in the whole product — it is entered in piastres.
Still stuck?
Your onboarding specialist is one message away, and support answers within one business day.
Contact support