Billing and payments

Create an invoice

1. Press Ctrl+K, type create invoice, or open Billing then Invoices.
2. Pick the patient and add line items.
3. Save. The invoice starts as Unpaid.

Record a payment

1. Open the invoice.
2. Click Record payment.
3. Enter the amount and method: cash, card, bank transfer, wallet, or other. Add a reference number when there is one.

Partial payments are supported. The invoice moves from Unpaid to Partial to Paid as the balance clears. A payment can never exceed the balance due, and cancelled invoices cannot be paid.

Payments recorded by Fatma

When a patient arranges payment on WhatsApp, Fatma can record it against that patient's own invoice during the conversation. Guards apply:

• The patient must already be identified in the conversation.
• The invoice must belong to that patient.
• The amount cannot exceed the balance due.
• Every recording lands in What Fatma Did Today with the invoice, amount, and method, so staff can audit it and refund through the normal flow if needed.

Clinics that prefer front-desk-only money handling can turn the capability off in Fatma settings without a deploy.

Chase outstanding balances

1. Open Billing, then Outstanding.
2. Work the list by patient and age of balance.

The dashboard also shows today's revenue and month to date.

Close the day

Open Billing, then Day closing at the end of a shift. It reconciles the day's payments by method so cash on hand gets checked before everyone leaves. Billing reports cover longer trends and can be exported.