Create New Invoice

This feature simplifies billing for Customer Relations Managers by providing a streamlined and efficient process. You can easily select the patient to be billed from the system’s comprehensive patient list, ensuring that the correct client is linked to each invoice.

Generating an Invoice

When generating an invoice, you have the flexibility to add individual invoice items, including the item name, quantity, and unit price. As you input the data, the system automatically calculates the total price, including taxes, and updates the invoice preview in real time. This allows you to see exactly what the client will receive before sending it.

The invoice preview feature can be toggled on or off, offering control over how much detail you want to display while creating or editing the invoice. You can review the entire breakdown of charges and ensure accuracy before finalizing.

Once you’re satisfied with the invoice, you can choose to send it directly to the patient, or if you need more time to review or complete the invoice, you have the option to save it as a draft. This allows you to revisit, edit, and finalize the invoice at your convenience

ClinicRadar ensures accurate billing and a seamless workflow for managing patient transactions, making it a powerful tool for clinics looking to improve efficiency in their administrative tasks.