Revenue workflow · Care · invoice · payment · balance
See the bill, the payment and the balance.
Create an invoice, share its secure link on WhatsApp, record partial payments and keep the remaining balance connected to the next collection task.
PATIENT CONTEXTPatient 024Crown delivery · connected records
Connected01Configurable invoice numbering and print templates
02Treatment-linked and manual line items
03Partial payment records with invoice-balance validation
04Collection reminders, action-queue context and financial reports
Why this workflow matters
THE CLINIC MOMENT
Completed care can still disappear from the ledger.
Patient 024’s crown is delivered, one completed care item remains unbilled and a part-payment was noted outside the invoice. The clinic cannot trust the next reminder until the ledger is reconciled.
×When an invoice, payment log and reminder list live apart, the front desk spends time reconciling before it can collect.
×The next owner and source record are unclear.
✓Create an invoice, share its secure link on WhatsApp, record partial payments and keep the remaining balance connected to the next collection task.
✓Open the record you need without searching for the patient again.
HOW IT WORKS
Carry care into invoice, part-payment, balance and action.
Follow the task from its first entry to the next person who needs it.
- 01
Create the invoice
Review treatment-linked and authorised manual lines before the charge becomes the collection basis.
- 02
Record payment
Preserve the payment ledger and current balance, including supported part-payment validation.
- 03
Act in context
Surface eligible due work with a link back to the patient and invoice history.
ONE WORKFLOW · 4 CHECKPOINTS
Keep the ledger connected to the care that created it.
Completed care, invoice lines, part-payments and open balance remain inspectable before follow-up.
Start with treatment actually delivered.
Completed care and authorised manual charges stay distinguishable.
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedBuild the invoice from reviewable lines.
The clinic checks patient, treatment and amount before issue.
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedPreserve the part-payment in the ledger.
Date, method, amount and history remain visible rather than replacing the earlier total.
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedOpen the source before collection follow-up.
The user sees the current balance and invoice history before deciding the next action.
PATIENT CONTEXTPatient 024Crown delivery · connected records
ConnectedInvoice
Build the bill from the work the clinic recorded
Invoices can combine treatment-linked lines with manual lines, use a clinic-configured number format and render through a configurable billing template.
The workflow retains patient, clinic, date, amounts, notes and payment status rather than exporting an isolated total.
From invoice to patient
Send the bill on WhatsApp without losing its source
Review the invoice and use the supported document-sharing workflow to send its secure link through the clinic’s configured WhatsApp provider. The patient-facing bill keeps the clinic, invoice lines and amounts together.
Keep the sending attempt separate from the payment ledger. Sharing an invoice does not mark it paid; recorded payments determine the paid amount and remaining balance.
Review, share, reconcile
Review, share, reconcile
- 01Review the bill
Check the patient, treatment lines and invoice amount.
- 02Share the secure link
Check recipient eligibility and the supported WhatsApp template before sending.
- 03Record the payment
Retain the payment history and use the current balance before any follow-up.
Payments
Record partial collections without losing the balance
Payment entries include amount, mode, date, reference and notes. Validation prevents a payment from taking the invoice beyond its recorded amount.
Separate payment ledgers also exist for supported lab-work and expense workflows, with their own parent-balance checks.
Follow-up
Move overdue work into the same operating queue
Billing actions can surface due and overdue invoices and route staff back to the invoice. Configured communication workflows can prepare or send eligible reminders through available channels.
Permissions and workflow boundaries
ROLES & PERMISSIONS
Good reports cannot repair missing entries.
Billing, payment and report access should follow configured roles. A clinical record link does not automatically give every clinician finance permissions.
WHERE IT STOPS
What your team still decides.
No complete GST calculation, insurance processing, recovery rate or financial accuracy beyond correctly recorded data is claimed.
Plan your trial
TRIAL PLAN
Test payments, corrections and open balances.
Try these tasks with fictional patient details and the roles your team uses. Note any setup question or step that needs a different process.
- Create treatment and manual invoice lines
- Record a part-payment
- Attempt an overpayment
- Review correction and authorisation steps
- Open an overdue action from its invoice
QUESTIONS TO ASK
Can the ledger record partial payments?
The demonstrated workflow supports part-payments with balance validation.
Does Thirty2OS calculate every tax obligation?
No. The clinic and its adviser remain responsible for tax treatment and statutory accuracy.
YOUR CLINIC · YOUR EXCEPTION
Bring the handoff that keeps breaking.
Start free to test the workflow yourself, or book a guided demo when you want help mapping the exception.