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Billing FAQs

Billing Dashboard​

How do I create a bill and take payment?​

Go to Billing › Billing Dashboard, select the patient, add services and save the payment.

See the Billing guides.

Invoice Cancellation​

How do I cancel a bill?​

Go to Billing › Invoice Cancellation. Only users with the right permission can cancel.

See the Billing guides.

Billing Estimate​

How do I give a patient a cost estimate?​

Go to Billing › Billing Estimate.

See the Billing guides.

Views › Receipt List​

How do I reprint a receipt?​

Go to Billing › Views › Receipt List, find the receipt and print it.

See the Billing guides.

Views › Refund List​

How do I see refunds given?​

Go to Billing › Views › Refund List.

See the Billing guides.

Views › Daily Cash Diary​

How do I check today's cash collection?​

Go to Billing › Views › Daily Cash Diary or Cash Management.

See the Billing guides.

Views › Patient Outstanding​

How do I see how much a patient still owes?​

Go to Billing › Views › Patient Outstanding or Patient Ledger.

See the Billing guides.

Masters › Service​

How do I add a new service and its price?​

Go to Billing › Masters › Service and set rates under Rate Tariffs.

See the Billing guides.

Masters › Package Master​

How do I create a package?​

Go to Billing › Masters › Package Master.

See the Billing guides.

Masters › Discount Master​

How do I set up discounts?​

Go to Billing › Masters › Discount Master.

See the Billing guides.

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