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RbDevOps

Billing

Create invoices for the work your practice performs and track payments against them. This is your patient-facing billing - separate from your HM Praxis subscription, which you manage on rb-devops.com.

Two different billing concepts

Practice billing (this page) is the invoices you send to your patients. Subscription billing is what you pay rb-devops.com for HM Praxis itself, managed at rb-devops.com/dashboard/billing.

Creating an Invoice

1

Open the Billing Page

From the sidebar, click Billing. The page lists every invoice for your practice with status pills: Draft, Sent, Paid, Partially Paid, and Overdue.

2

Click "New Invoice"

The invoice form opens. Pick the patient and set the issue date and due date. HM Praxis auto-numbers invoices sequentially per organization.

3

Add Line Items

For each item being billed, add a line with:

  • Description of the service or product
  • Quantity
  • Unit price
  • Discount (optional, per line)
  • Tax rate (optional, per line)

HM Praxis recomputes the subtotal, tax, and total as you type.

4

Save as Draft or Mark Sent

Save as Draft keeps it editable. Mark as Sent locks the line items and starts the due-date clock for overdue tracking.

5

Record a Payment

Open the invoice and click Record Payment. Enter the amount, payment method (cash, card, transfer, check), and an optional reference number. Partial payments roll up automatically so the invoice moves to Partially Paid and then Paid once the balance is zero.

Multiple payments per invoice

You can record as many payments as needed - useful for installment plans. Each payment keeps its own date, method, and reference.

Generating Invoices from Appointments

The fastest way to create an invoice is from a completed appointment. The appointment knows the service, the materials used, and the fee, so HM Praxis can pre-fill the invoice for you.

  1. Complete the appointment and confirm used materials
  2. Click Create Invoice in the completion dialog
  3. The invoice opens pre-populated; adjust if needed and save
  4. The invoice links back to the appointment for traceability

Invoice Statuses

Draft

Editable. Not visible to the patient. Use this while you finalize the line items.

Sent

Line items locked. The due-date clock starts. Print or export the invoice for the patient.

Partially Paid

At least one payment recorded but the balance is non-zero. Common for installment plans.

Paid

Balance is zero. The invoice is closed and appears in revenue reports.

Overdue

Past the due date with an unpaid balance. Shows in red on the list and in the dashboard's overdue widget.

Cancelled

Voided. Kept on the record for the audit trail but excluded from revenue.

Printing and Exporting Invoices

Open an invoice and click Print. HM Praxis opens a clean, printable layout with your practice branding (configurable in Settings), patient details, line items, totals, and payment history.

  • Print to paper directly from the browser print dialog
  • Save as PDF using your OS's "Print to PDF" option
  • Email the PDF to the patient manually

Reporting on Billing

The Reports page pulls billing data into:

  • Monthly revenue, cost, and profit
  • Top services by revenue
  • Patient cost analysis (lifetime value)
  • Outstanding receivables (unpaid plus overdue)
Related Articles
Services
Service catalog and pricing
Appointments
Scheduling, recurring slots and assignments
Patients
Create and manage patient records
Reports
Analytics and exports