Creating and sending invoices

Auto-generating an invoice

When you click Save & Complete Session, Clinit creates a draft invoice automatically with all procedures from the session''s Services tab pre-filled.

The invoice opens immediately for review.

Editing the draft

• Add line items — click + Add Item, select from your services catalogue or type a custom description
• Change prices — click any price field
• Apply discount — fixed EGP amount or percentage
• Add tax — VAT 14% (default, configurable per clinic)
• Insurance deduction — enter the insurer''s share; the patient balance updates live

Sending to the patient

1. Click Issue Invoice.
2. Choose the channel: WhatsApp, Email, or both.
3. The patient receives a link to a branded invoice page with a Pay Now button.

Recording a manual payment

If the patient pays cash or bank transfer:

1. Open the invoice → Collect Payment.
2. Select: Cash, Bank Transfer, InstaPay, or Cheque.
3. Enter the amount and date.
4. Click Confirm — invoice status changes to Paid.

Revenue summary bar

At the top of the billing table, a live summary shows:

• Total Billed — all issued invoices
• Collected — payments received
• Outstanding — unpaid issued invoices
• Overdue — past due date, unpaid
• Collection Rate — collected ÷ billed as a progress bar