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DocsBillingHow billing works

How billing works

What Caresoft records, what it does not do, and the path from session to close.

For psychologistsUpdated September 19, 20261 min read
  • Scope
  • The document flow

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  • Scope
  • The flow

Scope

Billing overview

Caresoft records charges and the money you receive outside the platform. It does not collect money itself, store card credentials, or request a UPI PIN.

The flow

  1. A completed appointment or a manual entry becomes a charge
  2. The charge becomes an invoice or bill of supply
  3. The patient pays outside Caresoft, by UPI QR, cash, bank or card
  4. You record or verify the payment
  5. A receipt is issued and the ledger updates
  6. The day ends with a daily close, comparing recorded totals to each account

Related guides

  • Billing setup
  • Invoices and documents
PreviousAI credits and usageNext Billing setup

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Practice management for psychologists, with appointments, assessments, consultation records and patient follow-up in one workspace.

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