Billing and package settings reference
Every Billing tab setting that takes effect, the package refund policy that applies, the registries billing depends on, and the switches with no effect yet.
This page lists the settings on the Billing tab of SettingsPlatform ConfigurationSystem Settings, the package policy that decides refunds when a package expires or is cancelled, and the tenant registries that shape billing. It is for administrators, finance leads and implementation staff.
Amounts are in paise (100 paise = 1 rupee).
Levels for billing settings
Billing settings take effect at Tenant and Centre level. A centre value replaces the tenant value for that centre's bills. The level picker also offers Department and Doctor, but billing settings saved there have no effect.
A change applies to bills created after you save. Existing bills keep the template, split and approval settings they were created with.
Saving at Centre level writes a full copy
The Billing tab saves every field. The first time you save a centre, it keeps its own value for every billing field and stops following later Tenant changes. Re-enter the tenant values you want to keep before you save. See How configuration is inherited.
Billing tab
Label | Type and options | Default | Levels | What it does |
|---|---|---|---|---|
Split Invoicing | On or off | Off | Tenant, Centre | On: a bill with several kinds of line item is split into one bill per item type. The bills form a group that is issued and paid together, and a bill-level discount is shared across them |
Bill PDF Template Code | Text (template code) | HOS_BILL_STANDARD | Tenant, Centre | Template for the invoice PDF, created when the bill is issued |
Statement PDF Template Code | Text (template code) | HOS_STATEMENT_STANDARD | Tenant, Centre | Template for the statement PDF, created when the bill is fully paid |
Receipt PDF Template Code | Text (template code) | HOS_RECEIPT_STANDARD | Tenant, Centre | Template for the receipt PDF created for each payment |
Approval Threshold | Paise ("100000 = ₹1000") | 100000 | Tenant, Centre | A bill adjustment of this amount or more, up or down, waits for approval. Write-off and refund adjustments always wait for approval |
Template codes are typed, not picked from a list. Use the code of a template that is published in SettingsPlatform ConfigurationPDF Templates. If the code does not match a published template, the PDF is not created. See PDF template editor and Invoices, receipts and statements.
The approval threshold applies to adjustments made after a bill is issued. Issuing a bill never needs approval. Staff whose staff type has the Override permission on Billing approve adjustments. See Adjustments, refunds and deposits.
Billing: saved but not applied yet
These switches can be saved, but they have no effect today.
Label | What to expect |
|---|---|
Auto-Generate Bills | No effect. Bills are created by booking, packages and pharmacy, or by staff |
Auto Email on Issue | No effect. Invoice emails depend on your notification rules |
Auto WhatsApp on Issue | No effect. Invoice WhatsApp messages depend on your notification rules |
Bill Consolidation | No effect. Use Split Invoicing to control how bills are grouped |
See Notification rules to set up invoice messages.
Billing setting with no field on the tab
Setting | Default | Levels | What it does |
|---|---|---|---|
Automatic refund of overpayment | Off | Tenant, Centre | On: when a bill ends up paid more than its total, for example after an approved discount, the extra amount is refunded to the original payment method |
This setting has no field in System Settings yet. Your implementation team sets it. Saving the Billing tab can reset it at the level you save, so tell them after you save if you rely on it.
Package policy
The package policy decides what happens to the money when a patient's package expires or is cancelled. It can differ by centre.
Setting | Options | Default | What it does |
|---|---|---|---|
On expiry | Forfeit / Refund unused | Forfeit | Forfeit: unused sessions are lost when the package expires. Refund unused: the unused share of the price is refunded, up to the amount paid |
Expiry grace | Days | 0 | Extra days after the expiry date before the package is marked expired |
On cancel | Prorate unused / Full if unused / None | Prorate unused | Prorate unused: full refund if no session was used, otherwise the price times remaining sessions divided by total sessions. Full if unused: full refund only when no session was used. None: no refund |
Package policy cannot be changed yet
The package policy has no screen and cannot be changed yet, so every package uses the defaults above.
What happens to a package session when the patient does not turn up is an appointment setting. By default the session is used up. See Appointment and slot settings. For selling, redeeming and cancelling packages, see Packages: lifecycle, redemption and refunds.
Registries that shape billing
Several billing choices come from lists on the SettingsPlatform ConfigurationTenant Registry screen. These lists apply to the whole organisation.
Registry | What it controls in billing |
|---|---|
Bill Types | The bill-type options on Create Payment, whether each is visible, and which kinds of line item each offers. Keep the codes APPOINTMENT, PACKAGE, PHARMACY, REGISTRATION_FEE and ESTIMATE active: appointment, package, pharmacy, registration fee and estimate bills use them |
Payment Methods | The methods offered when collecting money at the counter, with optional sub methods that staff pick from |
Package Types | The package types you can choose when setting up packages |
Online payment (payment links and QR) also needs a payment gateway, which your implementation team connects. See Creating a payment and collecting money, Bills, bill types and line items and Tenant registries reference.
Other settings that affect bills
These are not on the Billing tab but change what appears on a bill:
- Prices come from payers and tariffs, the doctor's and centre's service fees and the service price. See How a price is resolved.
- Registration fees follow the registration fee rules. See Registration fees and estimates.
- Cancellation, rejection, reschedule and no-show refunds and fees are Appointments tab settings. See Appointment and slot settings.
Last updated on
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Every Slot Engine and Appointments setting that takes effect, with its options, default, levels and effect, plus the fields that have no effect yet.
Notification, reminder and journey settings reference
Where notification and reminder behaviour is configured, why the Reminders tab is not in use, and every Journeys tab setting with its default.