Recording payments

Recording a payment

1. Open the invoice (it must be Issued or Partially Paid).
2. Click Record Payment. The Receptionist dashboard's Quick Billing panel has the same button for unpaid invoices.
3. Fill in:
   • Amount: defaults to the outstanding balance. Lower it for a part payment.
   • Payment method: Cash, UPI, Card, Bank transfer, Cheque or Other.
   • Payment date.
   • Reference number for anything other than cash: the UPI transaction ID, card slip number or cheque number (for example TXN-123456).
4. Save. You'll see "Payment recorded." The invoice shows Amount paid and Outstanding balance, and becomes Partially Paid or Paid.

Taking UPI with a QR code

Set your Clinic UPI ID and the Name shown to the patient in Clinic Settings → Preferences → UPI Payments. Then:

1. On an unpaid invoice (or the payment step of a saved Quick Visit), show the UPI QR. It has the exact amount due.
2. The patient scans it in any UPI app (Google Pay, PhonePe, Paytm, BHIM…) and pays.
3. When the money shows in your UPI app, click Paid — mark received. The payment form opens set to UPI. Add the UPI reference and save.

Paid straight to the clinic's UPI account — no middleman. Your UPI PIN stays in your own UPI app. Clinic24x7 never handles the money: you confirm it arrived before marking it received.

On the mobile app, the QR can also be shared or downloaded as an image.

When something goes wrong

Open the payment (from Payments or the invoice) for these Clinic Admin options:

Receptionists can record payments and mark them failed. Refunds and voids are for Clinic Admins.

Payment statuses

Pending · Successful · Failed · Voided · Refunded

The Payments page

Payments lists every payment recorded against an invoice. Filter by status and search by patient name, number or phone. Use it to reconcile with your bank or UPI statement at the end of the day.