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Billing 2.0 - Quick Bill Update [BETA]:

Updated Quick Bill Flow—Bill with

Written by Steffi Bonifacio

⚡ Use Quick Bill for Simpler Transactions

Quick Bill is the fastest way to handle single-type transactions—no need to go through the full billing flow.

Choose between a Basic Manual Flow or a Service-Based Flow, depending on what you need!

✅ 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

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🧾 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]
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    Select the service you want to charge
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  3. Want to add more services? Just select them again

  4. Review your itemized bill to ensure everything is correct

  5. Click Confirm Billing
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🔄 Other Quick Bill Scenarios

  • Preset Amounts – Set up your default consult fee (see "Setting Presets" below)​

  • HMO Payments – Check out the full HMO Payment Workflow guide
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  • No Charge – Simply mark the consult as complete without adding a charge

⭐ Setting Favorites for Quick Bill

Mark your most-used services as Favorites so they’re easy to access in Quick Bill.

✅ Mark an Existing Service as a Favorite

  1. Go to Billing & HMO > Catalog
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  2. Click the ⭐ Star Icon next to any service
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Favorited services will now show up in your Quick Bill search.

➕ Add a New Service (and Set it as a Favorite)

  1. Go to Billing & HMO > Catalog
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  2. Click Add New Service
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  3. Fill in the service details
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  4. Toggle on Add to Favorites for Quick Bill
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  5. Click Submit

Your service is now ready for quick selection anytime!

⚙️ Setting Presets for Quick Bill

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
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  2. Scroll to the Quick Bill Settings section
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  3. Choose between Quick Setup or Advanced Setup

    1. Quick Setup

      Enter your typical consultation fee

    2. Advanced Setup

      Select a ⭐ favorite item for your Consultation and HMO Preset

  4. Click Save​​

Now, your preset fee will auto-fill whenever you use Quick Bill—one less step to worry about! ✨

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