FeaturesProduct capability
Know who still owes you: invoices, payments, instalments and the cash book
After a visit the clinic creates an invoice, records each payment (cash, card, transfer or other), prints a receipt and sees what the patient still owes. A bigger bill can be split into instalments, and the cash book closes each day by comparing the expected cash with the cash counted.
Who it serves and what it solves
A desk that invoices right after the visit
From the consultation, one press makes an invoice with the visit's service and its price as the line. Or build one by hand with items, a discount and tax.
Clinics where patients pay in parts
Record a partial payment and the invoice shows partly paid, then paid. Or agree a plan: total, number of instalments, days between them and the first due date.
Owners who ask who still owes
Finance shows what is waiting to be collected and what was collected today, and filters unpaid and paid invoices. A daily job marks invoices past their due date as overdue.
Cashiers who close the day
Open the day with the opening balance, record cash in and out with a note, then count at closing. The page shows the expected balance and any difference; it does not hide one.
A realistic day
Morning: open the cash session
The cashier opens the day in the cash book and writes the opening balance.
After the consultation: create the invoice
The doctor or the desk presses Create invoice. The appointment needs a service, and the service needs a price; the price is copied onto the line at that moment, so a later price change does not rewrite it.
At the desk: record the payment
Open the invoice, write the amount (or press pay in full), choose cash, card, transfer or other, and add a reference if you wish. The invoice becomes partly paid or paid, the payment appears in the cash book and a receipt can be printed.
A larger treatment: set up instalments
The cashier creates a plan for the patient. The schedule lists each instalment with its due date; on each payment, mark that line as paid.
A transfer reported from the portal
A patient can report a bank transfer from the patient portal. The cashier checks that the money reached the clinic's account, then approves it, or rejects it with a reason the patient can read.
Evening: close the day
Count the cash, optionally by notes, and write the counted balance. The earlier sessions stay in a history you can download or print, and there is a monthly report.
Who does what
- Reception
- In most clinics the desk also takes the money: creates invoices and records payments. Reception does not see the clinic's income reports.
- Practitioner
- Presses Create invoice after the consultation, when the visit has a service with a price.
- Cashier
- Owns the Finance page, instalment plans, expenses and the cash book, and confirms transfers that patients report.
- Owner
- Sees everything that is switched on, including reports, and is the only one who can delete a payment entered by mistake.
What the product does today
One live invoice per visit. A second press, a double click or two screens return the same invoice. Invoice numbers come from the clinic's own series in sequence and never duplicated.
Invoices and paymentsPayments by cash, card, transfer or other, with an optional reference. A payment can never be more than the balance, even when two people record at the same moment. A receipt prints from the payment.
Transfers reported by patients wait in a list. The cashier approves them after checking the clinic's account, or rejects them with a reason.
Invoices and paymentsInstalment plans with a schedule. Each line has a due date and a status, a daily job marks late instalments as overdue, and the plan shows how many are overdue.
InstalmentsA cash book with a session per day: opening balance, cash in and out, closing count, expected balance and difference, a history and a monthly report. Expenses are recorded by category, and a monthly cost such as rent can be marked as fixed.
Cash book and expenses
An instalment plan, field by field
The plan form asks for six things and shows the amount of each instalment before you save.
- The patient.
- The total amount and its currency.
- The number of instalments.
- The days between one instalment and the next.
- The first due date.
- Save the plan, then mark each line as paid when the money arrives.
Setting up and moving over
- Set the price of each service before you invoice. The starter services are priced at zero, and a visit whose service has no price cannot produce an invoice.
- A multi-doctor clinic has instalments, expenses and the cash book from the start. A solo practice starts without them; the owner switches them on in the clinic settings.
- Give each person a role: reception and cashier can both work with invoices and payments; instalments, expenses and the cash book belong to the cashier and the owner.
- Choose the currency on each invoice. The cash book counts one currency per session; money taken in another currency that day is shown as a separate line, not lost.
- A printer is needed only if you print receipts and invoices. Everything else runs in the browser.
Limits worth knowing
- The patient pays the clinic directly, at the desk or by transfer to the clinic's own accounts. DrOnlineIQ does not receive or hold the patient's money and has no card terminal or online payment for visits.
- It records the clinic's invoices, payments and expenses. It is not a full accounting ledger and does not prepare tax returns or payroll.
- Reception and cashier cannot erase an invoice, only cancel it. Only the owner removes a payment entered by mistake, and it then comes off the invoice.
Questions
Can reception take payments?
Yes. Reception's usual pages include invoices and payments, because in most clinics the person at the desk also takes the money. Reception does not see the clinic's income reports; the owner and the cashier role do.
What if a patient pays part now and the rest later?
Record the part as a payment: the invoice shows partly paid with the balance. Record the rest when it comes, or turn the bill into an instalment plan with due dates.
How do I know an invoice is late?
Give the invoice a due date. A daily job marks an unpaid or partly paid invoice as overdue from the day after its due date, and the Finance page can filter the open ones.
Can the patient see the bill?
In the patient portal the patient sees bills and instalments and, if the clinic has switched it on, can report a transfer. Portal sign-in sends a code on WhatsApp, which depends on the clinic's WhatsApp connection; that connection has not yet been tested against a live WhatsApp account.
Can we work in dinar and dollar?
Each invoice has its own currency, and the cash book keeps one currency per session, with other currencies listed separately. The page reads the exchange rate from nothing: it does not convert for you.
Price
Plans are annual. Prices are read from the same list that checkout uses.
Essential
499,000 IQD
/ year
Professional
699,000 IQD
/ year
Business
1,200,000 IQD
/ year
Enterprise
By agreement
Related
Try it in your own practice
Create a free 14-day trial account with demonstration data, or ask for a demo. Do not enter real patient data during the trial.
Content last updated: 2026-10-24