Build it from services and products, apply a promotion, send it. Every line keeps the price and tax that applied the day it was issued, even after your price list changes.
Recalculated the moment a payment lands. An invoice is issued, part-paid or paid, and turns overdue by itself when the due date passes. Mistakes have a proper exit: void it before any payment, write off what won’t be collected, or refund it with a credit note. The record always stays intact.
Mark a visit complete and Payment is right there on the appointment card. Practitioner, patient, and the service rendered are already on the invoice, so you’re checking it, not building it from scratch.
A consultation and a retail item on the same bill, each with its own quantity, discount, and tax rate.
Apply a promotion, a percentage or a set amount with an optional cap and dates, and the invoice shows exactly what was taken off.
Link an invoice to a patient's episode of care so a full course of treatment reads as one connected story.
Take card, cash or anything you accept, or send a payment link for one invoice or the whole balance. When a patient owes more than one invoice, the payment is spread oldest first, newest first, or kept to one invoice, your choice. Tax is added on top or already included, decided once.
Refund to the patient’s card or to their account credit with a numbered credit note. Write off what won’t be collected, with the reason kept. Void a mistake before anyone pays. Nothing is deleted, and everything is in the change history.
Your numbering, due dates and footer on every printed page; emails in your own words; receipts and statements that send themselves; and every invoice synced to your books.
Start a 30-day free trial, no card required.
Import your data during the trial: CSV, HL7 or FHIR · no card required
Features