Simpld
Dental Billing and Payment Tracking SoftwareSimpld module

Payments

Make collections easier with billing tools that match how dental clinics actually charge.

Treatment estimates, treatment invoices, separate medicine billing, and Payment-In with split modes (Cash / Card / UPI / Bank). Partial payments, balance tracking, and ageing analysis built for dental care.

Invoice · INV-2487
PatientRamesh K.
  • RCT — Final session₹4,000
  • X-Ray (RVG)₹500
  • Medicines · separate₹200
Total₹4,700

Cash

₹500

Card

₹1,000

UPI

₹500

Bank

₹0

₹2,000 paid · ₹2,700 outstanding

What's inside

The capabilities clinic teams use every day

Treatment estimates — share a branded PDF before work begins

Treatment invoices, separated from medicine billing for clean reporting

Payment-In with split modes — Cash, Card, UPI, Bank — captured per receipt

Partial payments across visits with a live running balance per patient

Ageing analysis — dues bucketed at 0–30 / 30–60 / 60–90 / 90+ days

Daily collection summary — payments split by mode for clean end-of-day reconciliation

Why it matters

The business outcome, not just the feature list

Faster collections — patients see the estimate upfront, settle visit by visit

Nothing slips through the cracks — dues are flagged the moment they age

Cleaner billing reports — treatments and medicines stay on separate lines

FAQ

Questions clinic teams ask

How do treatment estimates differ from invoices?
An estimate is shared with the patient before treatment begins so they can decide on cost and scope; an invoice is generated once the treatment is delivered. Both are branded PDFs you can WhatsApp, email, or print. Estimates flow into invoices automatically when the treatment is marked complete.
Why is medicine billing separate from treatment billing?
Most clinics handle treatment fees and medicine sales differently — inventory, vendor reconciliation, and pharmacy tax treatment all sit downstream of medicine billing. Simpld keeps them as separate billing lines so monthly billing reports, ageing analysis, and inventory reconciliation stay clean.
Can I record partial payments on a single invoice?
Yes. Patients can pay in instalments across visits and Simpld keeps the running balance updated per patient. Your team always sees exactly what's paid and what's outstanding.
What payment modes does Simpld record?
Cash, Card, UPI, and Bank transfer are all first-class payment modes inside Payment-In. A single receipt can split across multiple modes (e.g. ₹500 UPI + ₹1,000 Cash). Daily collection reports break the split down by mode.
What does ageing analysis show?
A live view of pending dues bucketed into 0–30 days, 30–60 days, 60–90 days, and 90+ days. You see at a glance which dues need urgent follow-up and which are already write-off candidates.
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