Billing & payments

Invoices can be created manually or generated by patient registration, appointments, consultations, OPD, IPD, laboratory, pharmacy, and OT workflows.

Invoices and payments

The invoice list — Find invoices by patient, status, or billing record.

The invoice workspace — Review line items, balances, payments, and the actions available for an invoice.

Collecting a payment — Record the amount, method, and optional transaction reference.

Applying an invoice discount — Apply an authorized discount to the selected invoice.

Adding referral attribution — Attach an eligible referrer and split to the invoice.

Cancelling an invoice — A cancellation requires a reason and is limited by the invoice's payment state.

Purpose: Create, issue, send, collect, cancel, refund, print, and consolidate patient bills.
Access: Finance → Invoices. Invoices also arise from appointment, OPD, IPD, OT, lab, pharmacy, consultation, and registration workflows.
Create Invoice: Select patient and add one or more line items. Each line contains Description, Quantity, and Unit Price. Complete invoice date/due and optional notes/discount/referrer fields when shown.
Collect payment: Select full or partial amount where allowed, Payment Method, optional transaction/reference, and optional note. Manual methods include Cash, bKash, Nagad, Rocket, and Bank Transfer; enabled online gateways may also appear.
After payment: The invoice and patient balance update. A staff-recorded payment may remain Awaiting verification and is not counted until a Hospital Admin verifies it.
Verify payment: Open Payment Verifications, review the payment, add an optional decision note, and approve or reject. Approval counts the payment; rejection returns the note to the staff member.
Discount/referrer: Apply a discount and optionally select a referring doctor/staff member and split. The discount remains attached to the selected invoice.
Send to patient: Enter/confirm patient email and send. The patient receives the invoice through the configured communication flow.
Cancel: Enter a required reason. Cancellation is blocked when the invoice's collected-money state does not permit it.
Refund: Select Process Refund or the refund action, enter amount and reason, and submit. The exact approval path depends on the user's role; patient requests are reviewed by a Super Admin.
Print/download: Open the invoice view and use the available print/PDF action.

Consolidated bills

Purpose: Put several unpaid invoices for one patient onto one statement.
Access: From Invoices, select eligible bills and Consolidate, or open a consolidated bill by its number.
Fields: Patient/invoices, allocation amounts (prefilled oldest first), and optional statement note.
Actions: Record payment, discount an individual invoice, print, or cancel the consolidated bill.
After payment: Money is allocated across the included invoices. Cancelling returns invoices to individual payable status; it does not refund or cancel them.

Finance settings

Invoicing: Invoice Number Prefix, Default Due Period, partial payments, refund on/off, refund window, maximum refundable percentage, and the policy note shown to staff.
Invoice Template: Design or select the default printable invoice template.
Tax: Apply tax on/off, Tax Name, and Tax Rate.
Payroll: Cycle start day, salary day, and optional automatic payment of approved salary on salary day.
Automation: Toggle invoice generation for Consultation, OPD, IPD, Lab, Pharmacy, OT, and Room Booking workflows.
Payments: Select accepted methods from Cash, Card, bKash, Nagad, Mobile banking, Internet banking, Wallet, and Insurance.
After saving: Future billing uses these settings. Currency is managed in Administration → System Settings.