1. Billing in DocDaily at a Glance
In DocDaily a bill (invoice) is built line-by-line from your clinic's charge list — consultation, procedures, investigations, room rent, and so on. You add each charge, set the quantity and any discount, and DocDaily calculates the Net Amount, Grand Total, and round-off for you. A single click then prints a tidy invoice on your clinic letterhead.
The same screen handles both OPD and IPD bills, records the payment mode, and links to a Receipt for tracking collections.
We'll bill a sample OPD patient — Mr. Arjun Nair (34M) — for a consultation, a knee X-ray, and a dressing. Replace these with your own patient and charges when you follow along.
2. Before You Start
- The patient should have an appointment / visit open in DocDaily.
- Your charge list (consultation fees, procedures, investigations, room charges) should be set up so charges appear when you search. This is a one-time setup in your billing settings.
- Know the payment mode the patient will use (cash, card, UPI, cheque) if you want to record it on the bill.
3. Step-by-Step: Generate the Bill
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Open the bill for the patient
From the patient's Appointment Details screen, click the ₹ Bill (rupee) icon in the top toolbar and choose New Bill. The billing screen opens with the patient already attached.
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Check the bill header
Confirm the Bill Date, the auto-generated Bill No., and the Bill Type — OPD for outpatient visits or IPD for admitted patients.
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Add your charges
In the charge row, start typing a charge name (for example “Consultation”) and pick it from the suggestions. A line is added with columns for Amount, Qnt., Total, Discount, and Net Amount. Repeat for every charge.
- Adjust Amount and Qnt. if needed — Total = Amount × Qnt.
- Enter a per-line Discount; Net Amount = Total − Discount updates instantly.
The billing screen — add charge lines, and DocDaily totals them for you. -
Review the totals
DocDaily rolls up the lines into Total, Discount, Grand Total, Round Off, and the final Net Payable. Check these before printing.
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(Optional) Set the payment details
Choose the payment mode and, for card or cheque payments, fill in the extra fields that appear (card number, bank, cheque number and date). You can also do this later from the Receipt screen.
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Save & Print
Click Save & Print to save the bill and print the invoice. DocDaily generates a print-ready PDF bill on your clinic letterhead — ready to hand to the patient or save and share.
Mr. Nair's bill for ₹1,050 is printed. To edit it later, reopen it from the patient's bills and use Update & Print.
5. What the Printed Bill Looks Like
The printed invoice carries your clinic letterhead, the patient and bill details, the itemised charges, the totals, and the amount in words:
6. Recording Payment & Receipts
You can capture how the patient paid on the bill itself, or record collections separately using the Receipt option:
Payment Modes
Cash, Card, UPI, Cheque and more. Card and cheque payments reveal extra fields (card / cheque number, bank, date).
Receipt
Record a collection against the bill with Receipt Date, Amount, Payment Mode, Paid By and PAN No.
Paid & Due
The bill tracks how much is paid and what remains due, so part-payments are easy to manage.
7. Tips & Best Practices
- Set up your charge list first. Charges you use often (consultation, dressing, X-ray, room rent) should exist in your billing settings so they appear as you type.
- Use Save & Print whenever a correction might be needed later — it keeps the bill editable.
- Discount at the line level. Enter discounts per charge; the Net Amount and Grand Total update automatically.
- Pick the right Bill Type. Use IPD for admitted patients so admission and discharge dates print on the bill.
- Record the payment mode at billing time so your day-end collection report is accurate.
DocDaily — Billing that Fits Indian Clinics
Billing is one part of DocDaily's single patient record — alongside OPD & IPD management, prescriptions, pharmacy, lab reports, discharge summaries and daily collection analytics. Enter a patient once and reuse the details everywhere.
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