The Billing & Payments module in DrPro helps hospitals and clinics handle patient invoices, payments, and receipts quickly — ensuring error-free transactions and better financial tracking.
In this guide, you’ll learn how to generate bills, record payments, and manage outstanding balances seamlessly.
🎥 Video Walkthrough
(Watch the video below for a complete step-by-step tutorial. If you prefer reading, continue with the guide.)
Step-by-Step Billing & Payment Guide
Step 1: Open the Billing Section
From your DrPro Dashboard, navigate to the “Billing” or “Payments” tab.
You’ll see options like Create Bill, Pending Bills, and Payment Records.
Step 2: Select the Patient
Use the search bar to find the patient by name, ID, or visit number.
All linked visit details, treatments, and services will automatically appear.
Step 3: Add Services or Items
Click Add Item to include services such as:
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Consultation Fees
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Lab Tests
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Pharmacy Orders
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Procedures or Room Charges
Each item will auto-calculate based on your hospital’s price list.
Step 4: Generate the Bill
Once all services are added, review the total amount and applicable taxes.
Click Generate Bill to finalize it.
You can print or share the bill directly with the patient.
Step 5: Record Payment
Click on “Add Payment” to record received payments.
Choose the mode of payment:
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Cash
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Card
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UPI
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Insurance
Enter payment details, amount, and remarks if necessary.
Step 6: Track and Manage Payments
All payment entries will appear in the Payment Records section.
You can check:
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Pending payments
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Completed bills
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Partially paid invoices
💡 Tip: Use the Outstanding Report to follow up with patients who have pending dues.
Troubleshooting Tips
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Bill not generating?
Make sure patient details and services are added correctly. -
Duplicate entry?
Review existing bills before creating a new one. -
Payment mismatch?
Recheck payment mode and transaction amount before saving.
👉 Continue learning with our next guide: How to Generate Reports in DrPro
