Patient Invoices, Payments & Installments
Issue invoices, record payments received, arrange installments, and follow outstanding balances in your clinic's selected currency: EGP, USD, SAR, or AED.
Key Capabilities
- Clinic currency selection: Choose EGP, USD, SAR, or AED for clinic billing. This sets the billing currency; it does not automatically convert amounts between currencies.
- Installment tracking: Review upcoming, overdue, and paid installments and the remaining amount on the invoice.
- Invoices and receipts: Print or download invoice documents with clinic details and the services billed.
- Cashier shift closing: Authorized cashiers can record counted cash at shift close and review differences from recorded collections.
How does this work in the clinic?
1. Add invoice items
Select clinic services and review quantities, prices, and any permitted discounts before issuing the invoice.
2. Arrange installments
Set installment amounts and due dates for an invoice when the clinic agrees a payment schedule with the patient.
3. Record a received payment
Record the amount and payment method after receiving payment. Review the updated balance and print a receipt.
Frequently Asked Questions
Does ClinBeam collect card payments online?
Patient payments are recorded by staff after collection. Recording a card payment does not charge a card or confirm settlement with a payment provider. ClinBeam subscriptions are arranged separately through manual payment and owner confirmation.
How can staff review outstanding balances?
Authorized staff can review unpaid invoice amounts and installment statuses from the patient's billing records.