Billing & Payments

Accept multiple payment methods, generate receipts, and stay compliant with Egyptian tax requirements.

Service Catalog

Setting Up Services

Define your services in Settings → Services:

  • Click Add Service
  • Enter details:
    • - Service name (Arabic + English) - Category (consultation, procedure, lab, etc.) - Base price - Estimated duration - Description (shown on booking page)
    💡Services appear on your public booking page — make descriptions patient-friendly!

    Pricing Strategies

    Configure flexible pricing:

    • Fixed price — same for everyone
    • Variable price — receptionist can adjust at checkout
    • Package pricing — bundle multiple services

    Recording Payments

    At Checkout

    When a patient is ready to pay:

  • Go to Billing → New Payment
  • Select the patient
  • Add line items (services, products)
  • Apply any discounts
  • Select payment method
  • Record payment

    • Partial Payments

    For installment plans:

  • Record the partial payment
  • System tracks remaining balance
  • Patient sees balance on their portal
  • Set reminder for next payment

    • Payment Methods

    Cash

    Traditional cash payments:

    • Record exact amount received
    • System calculates change automatically
    • Cash drawer opening prompt (if POS connected)

    Card Payments (Growth+) — Paymob

    Accept Visa, Mastercard, and Meeza:

  • Patient pays via Paymob terminal or link
  • Paymob confirms payment
  • System automatically records it
  • Receipt generated instantly

    • Setup: Settings → Payments → Paymob Integration

    Fawry (Growth+)

    Generate Fawry reference for cash payment:

  • System generates unique Fawry code
  • Patient receives code via SMS
  • Patient pays at any Fawry point (kiosks, pharmacies)
  • Payment confirmed automatically

    • Mobile Wallets (Growth+)

    Accept wallet payments:

    • Vodafone Cash
    • Orange Cash
    • Etisalat Cash
    • WePay
    Via Paymob integration.

    ValU Installments (Growth+)

    For larger amounts (dental work, cosmetic procedures):

  • Patient applies for ValU at checkout
  • Instant approval decision
  • You receive full payment
  • Patient pays ValU in installments
    • ℹī¸ValU typically offers 6-36 month plans with competitive rates!

    Bank Transfer

    For corporate clients or large sums:

  • Generate payment request
  • Share bank details with client
  • They transfer funds
  • Mark as paid manually when confirmed

    • Receipts

    Automatic Generation

    Every payment generates a receipt with:

    • Clinic header (logo, name, address)
    • Patient details
    • Line items with prices
    • Total and payment method
    • Unique receipt number
    • Date and time

    Receipt Options

    • Print — thermal or A4 format
    • PDF — download or email
    • SMS — send receipt link to patient

    Duplicate Receipts

    Patients can request receipt copies:

    • From their patient portal
    • By contacting reception
    • Via the public receipt lookup (receipt number + phone)

    Tax Compliance

    Egyptian Tax Authority (ETA) — Enterprise

    For e-invoice compliance:

  • Connect your ETA account in Settings → Tax
  • Enter your tax registration number
  • Enable automatic e-invoice generation
  • Invoices submitted to ETA automatically
    • ⚠ī¸E-invoice submission is mandatory for many businesses in Egypt. Consult your accountant!

    Tax Reports

    Generate tax-ready reports:

    • Monthly invoices summary
    • Tax collected breakdown
    • Exempt vs taxable services

    Products & POS

    Reception POS

    Sell products at the front desk:

    • Vitamins and supplements
    • Skincare products
    • Medical devices
    Setup in Products → Add Product:
    • Name and barcode
    • Price and tax rate
    • Stock quantity
    • Low stock alert threshold

    Product Sales

    At checkout:

  • Scan barcode or search product
  • Adjust quantity
  • Add to bill with services
  • Single receipt for everything

    • Discounts

    Types of Discounts

    • Percentage — 10% off
    • Fixed amount — 50 EGP off
    • Service-specific — discount on particular services only
    • Patient-specific — VIP patients get automatic discounts

    Applying Discounts

    At payment time:

  • Click Add Discount
  • Select type and value
  • Add reason (optional, for reporting)
  • Discount reflected in total

    • Outstanding Balances

    Tracking Receivables

    View all unpaid amounts in Billing → Outstanding:

    • Patient name
    • Amount owed
    • Days overdue
    • Last contact

    Collection Actions

    • Send Reminder — SMS/WhatsApp payment reminder
    • Generate Link — online payment link for patient
    • Mark Paid — when payment received
    • Write Off — for uncollectible amounts (with approval)

    Financial Reports

    Available Reports

    In Reports → Financial:

    | Report | Description | |--------|-------------| | Daily Summary | Today's collections by method | | Revenue by Doctor | Revenue attributed to each doctor | | Revenue by Service | Which services generate most revenue | | Payment Methods | Cash vs card vs other breakdown | | Outstanding Aging | Receivables by age (30/60/90 days) |

    Exporting

    Export reports as:

    • PDF (for sharing)
    • Excel (for analysis)
    • CSV (for accounting software)
    ℹī¸Premium+ plans can schedule weekly email reports!