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Smart invoicing

Invoicing is one click once the appointment ends: paperwork is a thing of the past

Go from appointment to invoice without copying data, invoice several appointments at once to a patient or an insurer, quote long treatments and keep your revenue in view, with Verifactu and TicketBAI built in.

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  • Verifactu and TicketBAI
  • Invoice per appointment or in bulk
  • Real-time revenue

The problem

Stop invoicing by hand at the last minute

Invoicing doesn't pay the bills, but it eats your time every week: typing in details, chasing payments and balancing the books at month end.

  • 01
    Before

    Retyping the client's details on every invoice

    With ZeeClip

    The invoice comes straight from the appointment, with the client, the service and the amount already filled in.

  • 02
    Before

    Wondering whether the way you invoice complies with the regulations

    With ZeeClip

    Invoicing is built in with Verifactu and TicketBAI, so you don't have to handle it on your own.

  • 03
    Before

    Not knowing who owes you money until you balance the books

    With ZeeClip

    Every payment is marked as paid, pending or void, and your revenue updates in real time.

Everything it does

Six ways to keep your invoicing up to date

Every invoicing capability, explained through what you do every day.

Verifactu and TicketBAI

Electronic invoices always up to date

ZeeClip integrates with Verifactu and TicketBAI so you can issue electronic invoices from the same software where you manage your diary, with no separate tools.

A typical day

You take payment for a session and issue the invoice on the spot: it comes out with its QR code and is saved in the client's record.

  • Verifactu built in

    Invoices are issued through the Verifactu system from within ZeeClip.

  • TicketBAI built in

    If your centre is in the Basque Country, TicketBAI works just as directly.

  • QR code on the invoice

    Every invoice carries its own verification QR code.

  • Electronic invoices

    They are generated automatically from the appointment and client details.

Invoice from the appointment

From appointment to invoice in two clicks

When the visit ends, the invoice is almost done: the client, the service and the amount come from the appointment itself.

A typical day

Carmen's session ends, you click “Invoice” on her appointment and the invoice comes out with her name, the service and the right amount.

  • Automatic details

    Client, service, VAT and amount fill in by themselves from the appointment.

  • A couple of clicks

    You review, confirm and the invoice is issued.

  • Saved in the record

    Every invoice is filed in the client's record so you can look it up whenever you want.

  • Sent to the client

    Resend the invoice to the client without leaving ZeeClip.

Bulk invoicing

Select several appointments and invoice at once

There's no need to invoice appointment by appointment. Tick the appointments you want, choose who to invoice (a patient or an insurer) and issue the invoice in one go.

A typical day

At the end of the month you tick the five appointments an insurer covers for a patient and issue a single invoice to the insurer, instead of five.

  • Multiple selection

    Tick several appointments, or all of them, from the list of appointments waiting to be invoiced.

  • To a patient

    Group the appointments of one patient into a single invoice.

  • To an insurer

    Invoice the insurer for its policyholders' appointments, in one go and with its tax details.

  • One invoice, every detail

    Each appointment becomes a line on the invoice and is filed in the patient's record.

Quotes

Quote before you start and invoice in phases

For long or multi-step treatments, present the client with a plan and its price. Once they accept, every payment is recorded and invoiced.

A typical day

A patient accepts the plan for an implant and its crown. You hand over the quote and, phase by phase, every payment is recorded and invoiced.

  • Plan in phases

    Split the treatment into steps, each with its own price.

  • Quote status

    You know whether it is pending, accepted or rejected.

  • Quote to invoice

    What's accepted is invoiced without retyping it.

  • No surprises

    The client knows the full cost before deciding.

Payment tracking

What's been paid and what you're owed

Every invoice has its status. You see at a glance what is paid, pending or void, and the receipts for each payment are recorded.

A typical day

At the end of the week you filter the pending invoices, see three unpaid and chase them before closing the till.

  • Status of each payment

    Paid, pending or void, always in view.

  • Payments and receipts

    Record each payment and its associated receipt.

  • Pending at a glance

    Instantly find which invoices haven't been paid yet.

  • By client

    Check what has been invoiced and what is pending for each person.

Financial reports

Your revenue, in real time

What you invoice and collect shows up instantly in your financial reports, without exporting anything or waiting for month end.

A typical day

On the 28th you open the reports, see how the month is going and how much is still to be collected, without asking your accountant for anything.

  • Revenue this month

    A chart of what's been invoiced and paid, updated instantly.

  • Invoiced and paid

    Compare what you've issued with what has already come in.

  • By period

    Look at the day, week or month you need.

  • No paperwork

    The data comes from the invoices: nothing to balance by hand.

How it works

From zero to invoicing in three steps

  1. Set up your details

    You enter your centre's tax details and your services with their price and VAT.

  2. See clients and take payment

    You work with your usual diary and record the payment for each appointment.

  3. Invoice and review

    You issue the invoice from the appointment and follow your revenue in the reports.

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For your sector

Smart Invoicing for your sector

Here is how this feature adapts to each type of centre.

Common questions

Frequently asked questions about invoicing

Does ZeeClip comply with Verifactu and TicketBAI?

ZeeClip's smart invoicing integrates with Verifactu and TicketBAI. You can generate invoices straight from the appointment, record payments and check your revenue in real time.

Can I invoice directly from an appointment?

Yes. The invoice is generated from the appointment, with the client, the service and the amount already filled in, in a couple of clicks.

Can I invoice several appointments at once?

Yes. With bulk invoicing you select the appointments you want and invoice them in one go to a patient or an insurer, on a single invoice.

Can I prepare quotes?

Yes. You can present a phased plan with its price before you start and invoice each payment afterwards.

How do I know which invoices are awaiting payment?

Every payment is marked as paid, pending or void, so you see at a glance what is still to come in.

Does smart invoicing cost extra?

It is a module of the ZeeClip plan. Check the pricing page to see what each plan includes.

And more

Discover other features

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