Billing

Turn finished consultations into invoices and keep track of what's been collected.

Available to: Owner, Doctor, Nurse, and Assistant

Bill a consultation

1From the list of Unbilled consultations, pick the patient's visit to charge.
2Review the treatment plan items (description, quantity, and unit price).
3Choose the Branch and Payment method.
4If needed, fill in Bill to, Billing tax ID, a general Discount (or the quick “Senior 25%” / “Elderly 35%” shortcuts), and add extra items with “Add item.”
5Click “Generate invoice” (or “Charge and generate receipt” if you're coming straight from Consultation). The printable invoice opens.

Look up issued invoices

1In “Paid invoices” you'll see the number, patient, date, and total for each invoice.
2Click “Invoice” to reprint any receipt that was already issued.

Illustrative example

Invoice #0001

María López

L 435.00

Invoice #0002

Carlos Ramírez

L 850.00

Simplified preview for illustration only. Not an actual screenshot of the system.

Tips

• If a Fiscal billing alert appears, you first need to resolve the fiscal range (CAI) in Settings → Fiscal ranges.