Billing and payments
Creating a bill
- From a visit record, click "Create Bill"
- Add line items: treatment code, description, tooth number, quantity, unit price
- Total is calculated automatically
- Print or show to the patient
Recording payment
- After the patient pays, click "Record Payment"
- Select payment method: Cash, Card, Bank Transfer, WeChat, Alipay, Other
- Enter the amount received
- If partial payment, the remaining balance is tracked automatically
Tracking unpaid balances
Go to Billing → Outstanding. This shows:
- Patient name
- Bill date
- Original amount
- Amount paid
- Outstanding balance
- Days overdue
Exporting billing data
Go to Billing → Export. Choose:
- Date range
- Format: CSV (for accounting) or PDF (for records)
- Include: all bills, paid only, or unpaid only
Common questions
Can I edit a bill after it's been paid? Confirmed bills can be amended (with audit trail), not silently edited. This prevents accidental changes to financial records.
How do I handle refunds? Create a new bill with negative amounts to document the refund. The original bill stays as-is for audit purposes.