A clinic’s billing lives or dies at the front desk. This playbook keeps the queue moving: a fee at the front desk, a scoped login for reception, and the TDS on professional fees (194J; s.393(1) from 1 Apr 2026) that hospitals and corporates withhold handled without spreadsheet archaeology.
Set your visit fees and a booking link
Add each visit you charge for as a service item (first consultation, follow-up, counselling session) under Items, then create a booking link for it under . A patient who books is a client, not a lead. Finocket holds the patient’s name and booking, not a diagnosis or visit notes. The pharmacy tool can keep a prescription copy against a sale; the booking tool does not.Give reception its own login
Invite front-desk staff with billing access only. See Team & roles and the front-desk hub.Take a fee at the front desk
Press ⌥P/Alt+Shift+P, pick the patient (or add with just a name), amount, save. The receipt goes on WhatsApp if they want it.Handle TDS on professional fees (194J; s.393(1) from 1 Apr 2026)
When a hospital or TPA pays minus TDS, record the payment with Client deducted TDS? on; the invoice still closes at gross and your annual tax statement view stays reconcilable.Month-end in one sitting
Reconcile the bank, skim outstanding, and if you’re GST-registered GSTR-1 and GSTR-3B drafts are prepared from your invoices for you and your CA to review.
A fee at reception is a phone job; reconciling the month is a desktop one. See what each device is best for.
Parts made for your trade
Each part below opens only where it is switched on for your workspace. Ask your administrator if one is missing.
- Fee receipts at reception
- Service catalogue
- Package terms on the item
- Reception login
- TDS from hospitals and TPAs
- Clinic expenses by photo
- Rent and AMC on autopilot
- Your CA, read-only