Bill a patient and record payment

Make an invoice from the patient's Billing tab, send a payment request, and record what was paid.

Useful for Secretary Doctor Clinic admin

  1. Open the patient, go to the Billing tab, and choose New invoice.
  2. Under What was done, pick a test or package from the price list, or type a line (consultation, medical certificate, procedure and so on) with its amount. Add a line puts several items on one invoice; the Total updates as you go.
  3. Choose who is Billed to: The patient, A company or An HMO. For a company or HMO, add the Approval / LOA reference if you have one.
  4. Choose who is Paid to: the doctor, or the clinic where it is set up as a payee on Clinic Pro. It decides whose payment details the patient sees. For a Senior Citizen or a person with disability, pick the 20% discount under Senior / PWD discount: it takes 20% off and removes VAT.
  5. Choose Create invoice. It appears on the Billing tab with what is billed, collected and still owed.
  6. To collect online, choose Email payment request, or Copy payment link to send it by Messenger to a patient with no email. When the patient pays by GCash and sends proof, See proof, then Verify it so it counts (or Reject it: the patient is told what to correct).
  7. For cash, GCash shown at the desk, a bank transfer or anything else, choose Record payment and enter the Amount received, how it was paid and the Reference number.
  8. Once something is paid, Download receipt. An invoice made by mistake can be cancelled with Void (it asks for a reason).

Common questions

There is no Billing tab on the chart.

Your plan does not include patient billing: Duo and Clinic Pro have it; on Solo it is an add-on. A clinic admin can also hide it for a role in Clinic Settings › Role access.

The payment request buttons are greyed out.

The payee has not finished setting up: GCash needs both a number and a QR, and PayMongo needs its keys. Hover the button to see what is missing.

I made an invoice by mistake.

Choose Void on it and give a reason, then make the correct one. Void only works while no payment is recorded on the invoice.

Review invoices and payments in Billing Check payment proofs, chase unpaid invoices, and see what each payee has received. Set up how patients pay you Connect PayMongo or add your GCash so payment requests and online payments work. Set up companies and HMOs to bill Register employers and HMOs, then bill them on terms instead of the patient.

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