Create a GST invoice
- Admin and clinic owner
- Billing staff
- Receptionist
Short answer
In Clinizy Care, open Billing, press New Bill, choose the patient or tick Walk-in customer, and type each item with its quantity, rate and GST percentage. Check the total, press Create Bill and confirm. The bill opens straight away so you can press Record Payment and take cash, UPI or card.
Before you start
- Have the patient’s name, phone number or UHID ready.
- Know the items or services to charge and their rates.
- Check that your clinic’s GSTIN is added in Settings. Without it, bills are not GST tax invoices, and your admin can add it.
Steps
Open Billing, press New Bill, then search for the patient by name, phone or UHID.
Step 1 of 6 Tip:For someone who is not registered, tick Walk-in customer instead.
Type each item with its quantity and rate, and choose the GST % when it is shown.
Step 2 of 6 Tip:Press Add Item when you need more lines.
Enter a discount if you are giving one.
Careful:A discount above 20% of the bill needs a reason.
Check the tax and the total in the summary panel before you save.
Press Create Bill and confirm.
Step 5 of 6 Press Record Payment on the new bill when the patient pays.
Tip:You can record cash, UPI or card, and part payments too.
If something goes wrong
Can I bill someone who is not registered?
Yes. Tick Walk-in customer instead of searching for a patient, then add the items as usual.
Why does a discount ask for a reason?
A discount above 20% of the bill needs a reason, so there is a clear record of why the price was reduced.
How do I take the payment?
Open the bill and press Record Payment. You can record cash, UPI or card payments, including part payments.
Related guides
Find a bill and collect payment
Open Billing and type a bill number, patient name, UHID or phone number in the search box. Press a status chip such as Unpaid to narrow the list. Open the bill, press Record Payment, enter the amount and how it was paid, and confirm. The bill moves to Partial or Paid.
4 minIncluded in Clinic and aboveGive a discount or record a refund
Type the rupee amount in Discount (₹) when you create a bill, and add a reason once it is above 20% of the bill. If your clinic uses approvals, a discount above your limit waits for an approver. To refund, open the bill with a refund due, press Record refund and confirm.
4 minIncluded in Clinic and aboveBill a company and collect its payment
Open Billing, press the Corporates tab and add the company with Add corporate. Then open an unpaid bill and press Bill to corporate to move its balance to the company’s credit. When the company pays, open its page and press Record payment. The oldest bills are settled first.
5 minIncluded in Nursing Home and above
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Last updated 23 Oct 2026By the Clinizy Care product teamSee the feature page