Find a bill and collect payment
- Admin and clinic owner
- Billing staff
- Receptionist
Short answer
In Clinizy Care, 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.
Before you start
- Know the bill number, or the patient’s name, phone number or UHID.
- Ask how the patient is paying: cash, UPI, card, cheque or online.
Steps
Open Billing from the left menu. The Bill Ledger shows today’s bills first.
Tip:Press All in the date row to look further back.
Type a bill number, patient name, UHID or phone number in the search box.
Step 2 of 7 Tip:Search checks every date, so an older bill still appears.
Press a status chip, such as Unpaid, Partial or Paid, to narrow the list.
Tip:Press a total at the top, such as Outstanding, to list the bills behind it. Press it again to clear.
Press a bill to open it, then check Total, Paid and Balance.
Press Record Payment, check the amount, choose the payment mode and add a reference if you have one.
Step 5 of 7 Tip:Press Pay full balance to fill in the whole balance. UPI is picked first, so change it for cash.
Careful:The amount must be above ₹0 and cannot be more than the balance.
Confirm the amount and mode in the box that appears. The bill moves to Partial or Paid.
Careful:Check the amount before you confirm. This screen has no button to undo a payment.
Press Print receipt or Invoice, or send the bill by WhatsApp or Email.
If something goes wrong
Why can’t I take a payment on this bill?
The bill may be a draft, cancelled, already paid or billed to a company. For a draft, press Finalize this draft first. A company’s payment is recorded from its own page under Corporates.
Can a patient pay part now and the rest later?
Yes. Enter a smaller amount. The bill moves to Partial and stays under Outstanding until the balance is paid.
How do I find an older bill?
Type the bill number, patient name, UHID or phone number in the search box. Search checks all dates, so you do not need to change the date first.
Related guides
Create a GST invoice
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.
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
Was this guide helpful?
Last updated 23 Oct 2026By the Clinizy Care product teamSee the feature page