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How to Create and Settle Bills

Easily bill patients for online or in-clinic consultations with SeriousMD.

Written by Chelsea

📘 Billing Overview

Think of the Billing section as your digital logbook.

It helps you record and track payments—whether they’re paid in-person, online, or through HMOs—all in one place.

🧾 Billing Methods

  • Manual Billing – Create detailed, itemized bills

  • Online Billing – Send bills via SMS, email, or NowServing for online payment

  • Quick Bill – Best for fast, routine consultations

Choose the method that fits your workflow!

🧾 How to Manually Bill a Patient

There are 3 ways to create a manual bill.

📁 1. From the Patient Profile

  • Open the patient’s record
    ​

  • Click the Bill (₱) icon on the top-right
    ​

  • Add the services provided
    ​

  • Choose an action:

    • Save Bill – to save for later

    • Save & Settle – to mark as paid

📋 2. From the Queue

  • Click the (...) icon beside the patient’s name

  • Select Create Itemized Bill
    ​

  • Add services and choose an action (Save or Settle)

💳 3. From the Billing Tab

  • Go to the Billing tab
    ​

  • Click New Bill
    ​

  • Select a patient
    ​

  • Add services and choose an action (Save, Settle, or Send)

⚡ 4. From Quick Bill → Full Billing [Billing 2.0]

  • Click Complete Appointment
    ​

  • Click Go to Full Billing Mode
    ​

  • Add services and choose an action (Save or Settle)

📲 How to Send an Online Bill

Make it easy for patients to pay digitally.

  1. Create the bill as usual
    ​

  2. Click Save & Send to Patient

The patient will get the bill via:

  • SMS

  • Email (if available)

  • NowServing app

They can settle the bill online—quick and hassle-free!

⚠️ Note: The Save & Send to Patient button only appears if the patient has a mobile number on file.

📲 How to Bill Using Quick Bill

✅ Basic Quick Bill Flow (Manual Entry)

Use this if you're charging a custom, one-off amount without itemized services:

  1. Mark the consultation as Complete
    ​

  2. Enter the manual amount
    ​

  3. Click Confirm Billing
    ​

🧾 Services Quick Bill Flow (Using Favorites)

Use this if you're billing for specific services from your catalog:

  1. Mark the consultation as Complete
    ​

  2. Click on the text field to search or select a service
    💡 Need help setting up favorites? [Click here to learn how]
    ​
    Select the service you want to charge
    ​

  3. Want to add more services? Just select them again
    ​

  4. Review your itemized bill to ensure everything is correct
    ​

  5. Click Confirm Billing

Customizing Quick Bill Preset Amounts

Speed things up even more by setting a default consultation fee.

💡 How to Set or Edit a Preset Fee

  1. Go to Settings > Billing Settings > General Settings (or click [here])
    ​

  2. Scroll to the Quick Bill Settings section
    ​

  3. Choose between Quick Setup or Advanced Setup
    ​
    ​Quick Setup
    Enter your typical consultation fee
    ​
    ​Advanced Setup
    Select a ⭐ favorite item for your Consultation and HMO Preset

  4. Click Save
    ​

✅ How Bills Are Settled

📝 For Saved Bills (Patient hasn’t paid yet)

  1. Go to the Billing tab
    ​

  2. Filter by Unsettled to find the bill
    ​

  3. Click Settle once payment is received

💰 For Save & Settle Bills (Patient already paid)

No action needed — the bill is already marked as settled.

🌐 Online Bills

Online bills are settled only after the patient pays online.

  • You’ll get a notification from SMDBot in your Messages once payment is completed.
    ​

  • Until then, the bill will remain unsettled.
    ​

🔗 To see how patients pay online, click here.

⚡ Quick Bills

After creating a Quick Bill, the Manual Settle window will automatically pop up.

💵 Manual Payment

  1. Click (...) > Show Bill
    ​

  2. Select any payment method (e.g. Cash, Bank Transfer, GCash, or others—except Online Payment or QRPH)
    ​

  3. Click Confirm to log the payment

🤖 Automatic Payment

✅ QRPH Payment

  1. Click (...) > Show Bill
    ​

  2. Tap QRPH
    ​

  3. Show the QR code to the patient
    ​

  4. Patient pays via e-wallet or bank app
    ​    ✅ Status updates automatically once payment is received (if synced)

🌐 Online Payment

  1. Click (...) > Show Bill
    ​

  2. Tap Payment Link to generate a link and QR code
    ​

  3. Patient can scan or click the link to pay online
    ✅ Status updates automatically once payment is received (if synced)

❓ Frequently Asked Questions (FAQs)

  1. ➕ Can I create more than one bill for the same patient?
    Yes! Just create another manual bill anytime it’s needed.

  2. 🏥 How do I bill HMO patients for extra services (e.g. medical certificate)
    Create a manual bill for any services not covered by the HMO.

  3. 💰 Can I create a bill over ₱50,000?
    Yes, there’s no limit—you can create bills over ₱50,000.

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