Master your practice finances
Complete visibility into every invoice, patient billing history, and batch operations. Take control of your billing workflow with powerful management tools.
- Invoice dashboard with filtering and status tracking
- Detailed code lines per patient with history
- Batch processing for bulk invoice operations
Invoices
Showing 5 of 847| Invoice | Total | Status |
|---|---|---|
| INV-2024-0892 | CHF 485.00 | Paid |
| INV-2024-0891 | CHF 320.50 | Issued |
| INV-2024-0890 | CHF 1,250.00 | Paid |
| INV-2024-0889 | CHF 180.00 | Pending |
| INV-2024-0888 | CHF 620.00 | Paid |
Invoice Dashboard
See every invoice at a glance
A comprehensive dashboard showing all invoices with their status, amounts, and patient details. Filter by date, status, provider, or patient to find exactly what you need.
- Status dashboard
- Track paid, pending, and overdue invoices in real-time. See totals and aging at a glance.
- Advanced filtering
- Filter invoices by date range, patient, provider, status, or amount. Save custom filters for quick access.
- Aging reports
- View receivables by age: current, 30 days, 60 days, 90+ days. Identify overdue accounts instantly.
Payment Trends
Last 6 months
Invoice Overview
| Invoice | Patient | Amount | Status |
|---|---|---|---|
| INV-2024-0892 | Marie Dupont | CHF 485.00 | Paid |
| INV-2024-0891 | Jean-Pierre M. | CHF 320.50 | Pending |
| INV-2024-0890 | Sophie Bernard | CHF 1,250.00 | Paid |
| INV-2024-0889 | Lucas Schneider | CHF 180.00 | Overdue |
INV-2024-0892
Marie Dupont
CHF 485.00
PaidINV-2024-0891
Jean-Pierre M.
CHF 320.50
PendingINV-2024-0890
Sophie Bernard
CHF 1,250.00
PaidINV-2024-0889
Lucas Schneider
CHF 180.00
Overdue
Patient Billing History
Every treatment, every franc, tracked
View the complete billing history for any patient. See all treatment codes, dates, providers, and payment status in one place.
- Complete treatment history
- Every procedure code billed to each patient, organized by episode and date. Full audit trail included.
- Export capabilities
- Export patient billing history to PDF or CSV. Generate statements for patients or accountants.
- Insurance tracking
- Track which treatments were billed to insurance vs. patient. Monitor reimbursement status.
Bulk Operations
Process invoices in bulk
Select multiple invoices and apply actions in one click. Mark as paid, send reminders, or export—all without repetitive manual work.
- Mass status updates
- Select invoices and mark them all as paid, void, or sent. Perfect for end-of-month reconciliation.
- Batch exports
- Export selected invoices to PDF, CSV, or accounting format. Generate bulk reports instantly.
- Bulk reminders
- Send payment reminders to all selected patients at once. Customize the message or use templates.
Billing Review
3 selected| Invoice | Amount | Status | |
|---|---|---|---|
| INV-2024-0892 | CHF 485.00 | Pending | |
| INV-2024-0891 | CHF 320.50 | Pending | |
| INV-2024-0890 | CHF 1,250.00 | Paid | |
| INV-2024-0889 | CHF 180.00 | Pending |
Why managers choose Zermmi
Control, compliance, and efficiency
Invoice management designed for practice managers who need complete visibility and operational efficiency.
- Control
Full visibility into every invoice and payment. Know exactly where your money is at all times.
- Compliance
Swiss billing standards built in. QR-bill, Medidata, and Caisse des médecins dentistes compatible.
- Efficiency
Batch operations save hours of manual work. Process dozens of invoices in minutes, not hours.
Ready to take control of your billing?
See how invoice management can streamline your practice finances.