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Invoicing & Payments

Auto-generate invoices from completed sessions, accept card, bank transfer, and cash payments, and track every invoice from draft through paid — with full revision history.
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Revenue leakage from manual billing

Manually created invoices miss procedures, inconsistently apply pricing, and create reconciliation headaches — costing clinics revenue they've already earned.

Unbilled procedures
When invoices are created manually after sessions, procedures performed without a corresponding invoice line are frequently missed.
Pricing inconsistency
Different staff apply different discounts and prices for the same procedures — creating billing disputes and revenue unpredictability.
No revision audit trail
Changes to finalized invoices happen without tracking — creating compliance risk and inability to explain billing history.
End-to-end billing in one system
Auto-generated invoice drafts
When a clinical session completes, a draft invoice is automatically created with all performed procedures, materials, and the correct price list applied.
Invoice lifecycle management
Draft → Finalized → Paid → Archived — each stage is tracked with timestamps, and finalized invoices are protected from accidental modification.
Multiple payment methods
Accept credit/debit card via Stripe, bank transfers, and cash — all recorded with automatic invoice reconciliation and receipt generation.
Partial payment support
Patients pay what they can now and the outstanding balance carries forward — partial payments are tracked and remaining balances are visible at every visit.
Revision history
Every change to an invoice is logged with before/after values, the editor's identity, and a timestamp — full auditability for tax compliance.
PDF invoice generation
Professional invoice PDFs generated on demand — sent directly to patients via email or downloaded for insurance submission.
Daily cash register reconciliation
A dedicated daily cash register with opening balance, transaction tracking, and closing reconciliation — ensuring cash-handling accuracy and audit readiness.
See all financial features →
Bill accurately. Collect reliably.
An invoicing system that generates bills automatically from clinical data and ensures every procedure gets paid.
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