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First bill

Goal and time target​

Create the first bill in under 10 minutes from signup after Settings, Branches and Services are ready.

You need​

  • Role: Owner, Branch Manager, Receptionist or Practitioner with billing.create.
  • Route: Billing -> + Create New Bill (/app/billing/create).
  • One registered patient and at least one active service.

Steps​

  1. Open Billing (/app/billing) and click + Create New Bill.
  2. Under Patient Information, search Select Patient by name, phone or ID.
  3. Optionally choose Treating Doctor / Therapist.
  4. Under Services/Items, choose Service, confirm Quantity, and click Add Item.
  5. Review Discount (Rs), Notes (Optional) and GST summary.
  6. Click Create Bill. Result: Bill Preview & Print opens.
  7. In Record Payment, enter Payment Amount, choose Payment Method such as Cash or UPI, enter Transaction ID when required, and click Confirm Payment.
  8. Click Print Bill.

Done when...​

Payment is confirmed, Print Bill is available, and the invoice shows the correct total and payment status.

Tips​

  • Only Owner can change fixed service prices in the bill form.
  • For UPI, record the UTR/reference before day-end closing.
  • GST is calculated by the server; do not type tax amounts manually.

If something goes wrong​

If you cannot add an item, create an active service first in Services.

Full guide​