Sales & Receivables

Manage sales and payments, and manage sessions or packages efficiently with comprehensive financial tools.

Invoice Management

Automated Billing Workflows

Create and manage invoices linked to treatments or services with automated billing workflows. Generate professional invoices instantly and track payment status in real-time.

  • Automated invoice generation from appointments
  • Professional invoice templates
  • Real-time payment status tracking
  • Bulk invoice processing

Invoice Management

Automated Billing Workflows

Multiple Payment Methods

Flexible Payment Processing

Accept cash, card, bank transfer, or online payment with secure processing. Provide patients with convenient payment options while ensuring secure transactions.

  • Credit and debit card processing
  • Online payment gateway integration
  • Cash and bank transfer tracking
  • Secure payment encryption

Multiple Payment Methods

Flexible Payment Processing

Package Sales & Session Management

Treatment Plan Monetization

Sell bundles of sessions or services as prepaid treatment plans with flexible pricing. Track used and remaining sessions with automated deduction.

  • Customizable treatment packages
  • Automated session deduction
  • Package expiration management
  • Flexible pricing structures

Package Sales & Session Management

Treatment Plan Monetization

Payment Tracking & Aging

Comprehensive Receivables Management

Monitor paid, pending, and overdue invoices with comprehensive aging reports. Stay on top of your cash flow with detailed payment analytics.

  • Real-time payment status updates
  • Aging reports by customer
  • Outstanding balance tracking
  • Payment history analysis

Payment Tracking & Aging

Comprehensive Receivables Management

Payment Reminders

Automated Collection System

Automatically notify patients of due payments via SMS, email, or WhatsApp. Reduce collection time and improve cash flow with smart reminders.

  • Multi-channel reminder system
  • Customizable reminder schedules
  • Automated follow-up sequences
  • Payment confirmation tracking

Payment Reminders

Automated Collection System

Discounts & Promotions

Flexible Pricing Management

Apply percentage or fixed discounts to invoices with flexible promotion rules. Create promotional campaigns to attract and retain patients.

  • Percentage and fixed amount discounts
  • Promotional campaign management
  • Customer-specific pricing
  • Discount approval workflows

Discounts & Promotions

Flexible Pricing Management

Revenue Analytics

Financial Performance Insights

Get insights into total income, trends, and payment sources with detailed reporting. Make data-driven decisions to grow your practice revenue.

  • Revenue trend analysis
  • Payment source breakdown
  • Profitability by service
  • Financial forecasting tools

Revenue Analytics

Financial Performance Insights

Tax & Compliance

Automated Tax Management

Automatically calculate taxes and ensure local compliance with built-in tax rules. Generate tax reports and maintain compliance effortlessly.

  • Automated tax calculations
  • Compliance with local regulations
  • Tax report generation
  • Audit trail maintenance

Tax & Compliance

Automated Tax Management

Optimize Your Financial Operations

Streamline billing, improve cash flow, and gain valuable financial insights with Imhotep.