The practice's cashbox,
without spreadsheets.

From quote to invoice, in a few clicks.

Edit a quote, turn it into an invoice, duplicate, modify. Every document exports as a PDF ready to print or email. It all stays attached to the relevant record and appointment.

• Quotes & invoices

  Edit, modify, duplicate a billing document in a few clicks.
• Ready-to-use PDF

  Every quote or invoice generates as a PDF, to print or email.
• Linked to the record

  The document stays attached to the patient's record and the originating appointment.
• Multiple payment methods

  Cash, check, transfer, card: every payment leaves a trace.

The right amount, computed for you.

Per-practitioner fees

Fees are calculated automatically per practitioner and per procedure. Each doctor has their own scale.

Discounts

Apply a discount per patient or per quote. The total recalculates on its own.

Traced payments

Cash, check, transfer, card: every payment is recorded and attached to the invoice.

See who owes, and how much the practice earns.

A dashboard of unpaid invoices shows you outstanding amounts at a glance, with reminders. And financial statistics build themselves: per doctor, per procedure, per period.

• Unpaid tracking

  The unpaid-invoice dashboard makes outstanding amounts visible, with reminders.
• Stats per doctor & procedure

  Revenue breaks down by practitioner, by procedure, by period.
• Month-over-month comparisons

  Compare periods to see where the activity goes — to steer, not just observe.
• Fully connected

  The invoice comes from the record and the appointment. Statistics follow with no re-entry.

The spreadsheet versus Uli.

What we get asked about billing.

Are fees calculated automatically?

Yes. Fees are calculated per practitioner and per procedure, and discounts (per patient or per quote) recalculate the total automatically.

Can I email the invoice?

Yes. Every quote or invoice generates as a PDF, ready to print or email to the patient.

How do I track unpaid invoices?

A dedicated dashboard lists unpaid invoices and enables reminders, so you never lose a payment out of sight.

Is billing connected to the rest?

Yes. The invoice comes from the record and the appointment, and feeds the financial statistics with no re-entry.