An invoice that stays accurate, forever.

Build it from services and products, apply a promotion, send it. Every line item keeps the price and tax rate that applied the day it was issued, even after your price list changes.

LockedPrices at issue time
1 clickFrom an appointment
FullChange history

The status always matches the balance.

Recalculated the moment a payment lands, not set once and left stale.

1
Draft
Built from an appointment, editable until sent.
2
Issued
Sent to the patient. No payment yet.
3
Partially paid
Updates the moment part-payment is recorded.
4
Paid
Balance is zero. Locked from further edits.
5
Void / refunded
Closed with a reason. Record stays intact.

Raised from the appointment, not a blank form.

Mark a visit complete and Payment is right there on the appointment card. Practitioner, patient, and the service rendered are already on the invoice — you're checking a draft, not building one from scratch.

Completed appointment card for Initial Consultation, showing the Payment action highlighted with a callout reading 'Straight to billing: one tap turns the visit into an invoice', and Arrived / Mark completed controls

Built for the whole billing picture, not just the total.

Services and products together

A consultation and a retail item on the same bill, each with its own quantity, discount, and tax rate.

Promotions applied automatically

Eligible discounts apply themselves at invoice time, with a clear line for exactly what was taken off and why.

Grouped under a case

Link an invoice to a patient's episode of care so a full course of treatment reads as one connected story.

Numbered, titled, and due on your terms.

Set the prefix, the starting number, and how many days a patient has to pay, once. Every invoice from then on follows the same rule, including what shows on the printed page.

Tax and payment allocation, decided once.

Choose whether tax is added on top or already included, and where a payment lands when a patient owes more than one invoice. Every new invoice follows that call automatically.

Invoice #101 full Invoice #104 full Invoice #108 partial

Every invoice email, worded your way.

Paid, outstanding, credit note, write-off: each has its own template, built with real patient and invoice details instead of placeholder text.

Send

See the whole billing picture in one demo.

Start a 30-day free trial: every billing feature included, no credit card.

No card required · no setup fee

  • Prices locked in at issue time
  • One click from an appointment
  • Full change history, always
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