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Billing quick guide

Who: billing staff and cashiers. Where: Billing.

Create a bill​

  1. Select New Invoice.
  2. Pick the patient and the Visit, then select Create Draft Invoice.
  3. On the invoice, use Add Item for each charge.
  4. Select Issue.

Collect a payment​

  1. Select Cashier counter.
  2. Find the Patient and set your Counter.
  3. Under Open bills, select Collect on one bill, or collect all.
  4. Choose the Way of paying: Cash, Card, UPI QR, Payment link, Online, Deposit or Insurance / credit. Add another way splits the payment.
  5. Select Collect. The bill shows Paid or Partly paid.

If a payment shows Not collected, select Collect again: it is not charged twice.

After collecting, select Reprint on the receipt. Later, use Reprint receipt on the invoice. Print packet prints the invoice; it is greyed out until the invoice is issued.

Give a discount or concession​

  1. On the invoice, select Add Discount, choose the Type and Value, and select Apply Discount.
  2. Concessions (charity, staff, camp, senior citizen and others) are approved in Concessions by someone with approval rights.

Refund or credit​

Go to Refunds & Credits. Use Create Refund, Create Credit Note or Request Write-Off. A write-off waits for approval. An online payment is refunded from its payment row with Refund to the payer.

Close the day​

  1. Go to Day Close and select Create day close.
  2. Enter the date, counter and shift, and the note counts. Counted cash adds itself up.
  3. Enter card and UPI settled amounts, then submit.
  4. A supervisor selects Verify and signs off.