For billing / cashier

What you see when you log in

Your sidebar has Billing, plus Appointments, Queue and Patients for context. Prescriptions, Pharmacy management, Lab, Reports and Settings aren't shown — Reports is owner/manager-only, so day-end analytics with by-doctor and revenue-trend breakdowns aren't part of your view; your day's collections live right on the Billing & Invoices page instead.

Invoices, GST & exempt supplies

Most invoices are generated automatically when a visit is checked out — consultation, procedures, lab and pharmacy lines from that visit roll into one bill. Billing → Unbilled visits finds visits that were checked out but still owe money. For a charge with no visit behind it, use New invoice instead. Consultations are always GST-exempt healthcare supplies by law — they show as "Exempt" with zero tax, regardless of your clinic's standard GST rate, and that's correct. Procedures, lab tests and medicines each carry their own GST slab — a bill can mix exempt and taxed lines and still be fully compliant. Full walkthrough in Billing & invoices.

Collecting Cash / UPI / Card

1. 1Open the invoice or visit bill.
2. 2In Collect payment, pick the method — Cash, UPI or Card.
3. 3Cash or Card — tap Mark paid to record the full balance collected.
4. 4UPI — tap Show UPI QR, let the patient scan and pay, then Confirm received & mark paid.
5. 5The invoice flips to Paid, showing method and date next to the total.

Payment links & credit (khata)

Send payment link WhatsApps the patient a link to pay online instead — needs the online-payments add-on (a 402 error means your plan doesn't include it). A link is always for the full remaining invoice, so a part-paid one can't have a link sent for just the balance — collect that at the counter. For clinics that let regular patients run a tab, checkout can send the charge To khata instead of collecting immediately; find a patient's running balance and ledger on their profile's Credit tab, and record a payment there whenever they settle up.

Refunds & your day's collections

A paid invoice can't simply be deleted, and a visit's invoice can't be deleted at all — raise a credit note against it instead so the visit still points at a real, auditable bill. Pharmacy returns (medicines physically coming back) are usually handled by the pharmacist from Pharmacy → Returns. Your working total for the day is right at the top of Billing & Invoices — Total billed, Collected and Outstanding, plus a count of unbilled visits still open; the fuller day-end report with per-doctor breakdowns lives in Reports, which is owner/manager-only.