Payment tracking dashboard

See every bill for a centre and date range, track collections and dues, open bill details, collect payment, resend notifications and export to CSV.

The Payment screen is the day-to-day view of money at a centre: what was billed, what was collected, what is still due and which bills need attention. Front-desk staff use it to follow up dues and answer patient questions; administrators use it to reconcile collections.

Opening the screen

Select Payment in the sidebar. The menu is shown to admins, receptionists and other non-clinical staff. Doctors, nurses, counsellors, pharmacists and lab staff who are not admins do not see it. See Roles, navigation and switchers.

The screen shows bills for the centre selected in the top bar. When it opens, it shows today's bills. Pick another range with the date-range control; future dates cannot be chosen.

Summary cards

Six cards at the top summarise the Pending, Partially Paid and Paid bills created in the selected date range. Draft, cancelled and refunded bills are not counted.

Card	What it counts
Transactions	The number of bills.
Total Amount	The total value of those bills. Hover to see the exact amount.
Collected	The amount already paid.
Pending	The amount still due on bills that are Pending or Partially Paid.
Invoices Generated	Bills whose invoice PDF has been created.
Failed	Bills with a payment attempt that did not complete.

The bills table

Column	What it shows
Date	When the bill was created. Hover for the exact time.
Patient Name	The patient billed.
Phone	The patient's phone number.
Amount	The bill total.
Collected	The amount paid, with the remaining amount shown as "₹… due" in red.
Payment Mode	The methods used to pay, for example Cash or UPI.
Payment For	The kinds of items on the bill.
Bill Status	Draft, Pending, Partially Paid, Paid, Cancelled or Refunded. See Bills, bill types and line items.
Invoice	The bill number, or Not Generated if the bill has no number yet.
Action	A menu of actions for the bill. Cancelled bills have no actions.

Use Search by patient, invoice or phone… to filter by patient name, bill number or phone. Choose 10, 20 or 50 rows per page at the bottom.

Search covers the current page

Search filters the bills on the page you are looking at, not every bill in the date range. To find an older bill, narrow the date range first, or page through the results.

Row actions

Open the menu in the Action column:

Action	When it appears	What it does
Collect Payment	Bill is Pending or Partially Paid	Opens the Create Payment screen for this bill so you can collect the balance. See Creating a payment and collecting money.
View Details	Always	Opens the bill details (below).
View Invoice	A document exists	Opens the statement if the bill is fully paid, otherwise the invoice.
Resend Notification	Always	Sends the bill-paid message with the statement to the patient again. Works only for fully paid bills. For other bills you see "Bill is not in a notifiable status".
Copy Payment Link	Bill is Pending or Partially Paid	Copies the current payment link. If there is none, you see "Payment link not available"; send one from the Collect Payment dialog first.

Bill details

View Details shows:

the bill number, status, patient, centre and issue time;
each line item with its amount;
the Subtotal, Discount and Total;
every payment in order, with a receipt link for each;
the outstanding amount, with a Collect button while money is due;
Download Invoice and Download Statement, available once each document has been created;
Resend and Close.

Exporting to CSV

Select the export button (tooltip Export CSV) next to the search box. The file includes Pending, Partially Paid and Paid bills in the selected date range and centre, filtered by your current search. It has these columns:

Payment Date, Patient Name, Patient Phone, Amount, Collected, Amount Due, Status, Invoice ID, Statement URL.

If there is nothing to export you see "No data to export". The export button is disabled when the table is empty.

On a phone or tablet

On smaller screens, each bill is shown as a card with the bill number, amount, collected and due amounts, payment mode, what it was for and the date. The same actions are available from the card's menu.

Tips for daily use

End of day: leave the range on today and compare Collected with your cash drawer and card machine totals. Use Payment Mode to separate them.
Chasing dues: look for bills showing an amount due in the Collected column, then use Copy Payment Link or Collect Payment.
Missing invoice: if Invoices Generated is lower than Transactions, some invoices have not been created yet. If one stays missing, check that your bill PDF template is published. See PDF template editor.

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