Billing and Invoices
Consultation Types and Fees
Section titled “Consultation Types and Fees”In settings, define consultation types and prices for your practice.
- Add and edit consultation types
- Set prices in rands
- Keep inactive types for historical records
Bill From Consultation
Section titled “Bill From Consultation”- Open consultation in progress
- Add ICD-10 diagnosis code(s)
- Select consultation type
- Generate invoice and mark consultation billed
Invoice Lifecycle
Section titled “Invoice Lifecycle”Statuses
Section titled “Statuses”- Draft
- Sent
- Paid
- Overdue
- Written Off
Draft-only edits
Section titled “Draft-only edits”- Change consultation type
- Add/remove extra line items
- Edit issue date, due date, and notes
Billing Settings
Section titled “Billing Settings”Invoice numbering
Section titled “Invoice numbering”Set the next invoice number to match your existing practice sequence.
Invoice footer text
Section titled “Invoice footer text”Add payment instructions or practice billing notes shown on invoice PDFs.