Receipts and invoices from the same record
Charges, credits and payments sit against each patient, drawn from a service catalogue with price and duration already set. In the same place, you issue a receipt or, for a customer with a tax ID, a tax invoice. No second system to reconcile at the end of the day.
Related features
Patient records
Every billing entry, receipt and tax invoice sits directly on the patient it belongs to.
Reporting
A revenue report buckets charges, credits and payments over any date range, owner-only.
For dental practices
A dental service catalogue ships pre-filled, so billing starts from an edit, not a blank list.
Watch: Billing and invoices
Charges, receipts and what is still owed.
Charges, credits and payments, per patient
Every billing entry belongs to a patient and is one of a charge, a credit or a payment, each with its own notes. A payment gets its own number, assigned in sequence. A patient's outstanding balance is simply the sum of these entries, always visible on their record.
A service catalogue, not a blank price box
Charges are raised against a service catalogue of price and duration, each service flaggable as public or internal-only. A new dental practice starts with a dental-specific catalogue already filled in, so billing begins from an adjustment rather than a blank page.
Tax handled once
In Settings, under "Receipts and invoices", a practice sets its tax rate and whether tax is added to documents. Every document issued afterward applies that setting the same way, with no manual tax line to remember. A practice that charges no tax can add a short exemption note, printed on the documents that charge none.
A receipt or a tax invoice
When charges are ready, the practice issues a document for them from the patient record. A receipt is the default, for a private patient. A tax invoice is offered when the record has a tax ID, for example when a business or an insurer is the customer. Receipts and tax invoices are numbered separately, each in its own sequence. Which document your practice needs is a question for your accountant.
Documents that stay as issued
Each document keeps the practice's and the patient's details as they were on the day it was issued, so a later change of name or address does not rewrite it. Documents can be viewed and printed from the patient record. Every billing entry, like every other list in HyperCRM, exports to CSV as well, so a practice's financial history is never locked inside the app.
Common questions
HyperCRM is paid software. Every practice starts with a 30-day free trial of the full Complete plan, with no card required. After that, plans start at €19 and €29 a month excluding VAT, banded by how many practitioners you have. Every price is printed on the pricing page rather than quoted on a call.
Yes. Every list in HyperCRM exports to CSV from the app, and your files can be downloaded at any time. Your practice data belongs to you, and there is no export fee or waiting period — on either plan, during the trial, and after you cancel.
Yes. In Settings, under Receipts and invoices, a practice sets a tax rate and whether tax is added to documents. That setting applies to every receipt or tax invoice issued afterward, so tax is never worked out by hand. A practice that charges no tax can print a short exemption note instead.
Yes, when the patient's record has a tax ID, for example when a business or an insurer is paying. A receipt stays the default. Each kind has its own numbering, and each document keeps the practice's and the patient's details as they were when it was issued.
No. This is billing your patients from your own service catalogue: charges, credits, payments, receipts and tax invoices. It is separate from any billing HyperCRM itself might charge a practice for the software, which is a different, unrelated system.
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Issue receipts from the same place you treat
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