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Features / Billing

Bill each appointment from your own price list

Charges, credits and payments sit against each patient, drawn from a service catalogue with price and duration already set. In the same place, you can charge an appointment, receive a payment and issue a receipt.

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From the charge to the receipt

Per patient

Charges, credits and payments on the record

Every entry belongs to a patient and is a charge, a credit or a payment, with its own notes. The patient's balance is the sum of those entries, always on their record.

  • Each payment gets its own number, in sequence

  • Charge, take the payment and issue the receipt from one dialog on the calendar

  • Patients can pay in instalments, with a receipt for each

The Add billing entry dialog open over a patient's record in HyperCRM: type set to Charge, an optional service, a required amount, the service date (when the work was done, not when it was recorded) and notes.

Service catalogue

Start from a price list, not a blank box

Charges come from a catalogue of services with price and duration, each marked public or internal-only. A new dental practice starts with a dental catalogue already filled in.

See the dental practice page
The Services list in HyperCRM's settings: check-up and clean, hygienist visit, composite filling, root canal treatment, crowns and more, each with a price, a length in minutes and a Public label. Crown fitting has no label, so it stays internal. The example is a dental demo practice's catalogue.

Documents

How to issue a receipt

Issue the document from the patient record. A receipt is the default. A tax invoice is offered when the record has a tax ID, for example for a business or an insurer.

  • Email it to the patient, or print it

  • Receipts and tax invoices are numbered in separate sequences

  • Each keeps both parties' details as they were on the day it was issued

A patient's notes and billing ledger in HyperCRM: a 520 euro charge for a crown fitting and a 200 euro card deposit numbered HCRM-0013, leaving a balance of 320 euros, under Issue document, Preview charges and Add entry buttons. The example record comes from a dental demo practice.

Tax and exports

Tax set once, history never locked in

Set your tax rate once under Receipts and invoices, and every document applies it the same way. A practice that charges no tax can print a short exemption note instead.

  • Revenue exports to a spreadsheet from the Reports screen

  • It does not process payments, submit insurance claims or send documents to a tax authority

More about reporting
The HyperCRM Reports screen with an Export CSV button, a date range and a Group by Week menu, above three charts: appointments, revenue split into charges, credits and payments, and new patients.

Watch: Billing and invoices

Charges, receipts and what is still owed.

Related features

Patient records

Every charge, payment, balance and receipt sits on the patient it belongs to.

Reporting

See charges, credits and payments for any period. Only the practice owner sees reports.

Scheduling

Charge an appointment straight from the calendar.

Common questions

HyperCRM is paid software. Every practice starts with a 30-day free trial of the Complete plan, with no card needed. After that, Essential starts at €19 a month and Complete at €34, VAT included. The price depends on how many practitioners you have. Every price is on the pricing page, so you never need a sales call.

Yes. The practice owner can export the patient list, the reports and the activity log to a spreadsheet file (CSV) from the app, and anyone in the practice can download its files at any time. Your practice data belongs to you, and there is no export fee or waiting period. That holds 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 and receipts. It is separate from what HyperCRM charges your practice for the software.

More in Clinical & back office

Related reading

Charge the visit, receive the payment, issue the receipt and hit send

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