Create the patient invoice
Select the patient and billable items. Check quantities, prices and any applicable tax configuration before finalizing.
Dental billing software for invoices and patient dues
Keep invoice details, recorded payments and outstanding balances visible to the people running your clinic.
How the workflow fits your clinic
Record how the patient paid
Keep payment entries against the invoice, including supported partial-payment workflows, so staff can review what remains due.
Share the next payment step
Use the supported invoice and payment-link workflow for your clinic. A sent link is a request, not evidence that the patient paid.
Review the collection record
Check successful payment evidence and the invoice balance before following up. Keep a clear distinction between manual entries and gateway-confirmed payments.
What to check in your demo
- Demonstrate a partial payment and the remaining balance.
- Review finalized invoice behavior and correction rules.
- Check supported UPI/payment-link setup and collection evidence.
Setup and practical limits
Dentiva’s clinic billing workflow is not insurance-claims outsourcing, a full accounting package or tax advice. Gateway payments require the applicable account setup. Your clinic must confirm its tax and invoicing obligations with its adviser.
Check your clinic’s active plan, role permissions and settings before enabling a workflow.
Compare plans and pricingQuestions clinic owners ask
Can we track amounts still owed?
Invoices and recorded payments provide a view of outstanding patient balances. Review the actual dues screen and follow-up settings during a demo.
Does sending a UPI link mark an invoice paid?
No. A payment request and a successful payment are different events. Check the recorded or gateway-confirmed payment before considering the balance collected.