Keeping track of patient deposits or upfront installments in spreadsheets leads to accounting mistakes, billing disputes, and compliance worries.
Load patient deposits directly into their wallet. When you bill their consultation or clinical procedures, create the invoice and select the patient's wallet to pay it instantly.
STEP BY STEP
Create the patient profile in Zenbooks.
Recharge the patient's wallet with their deposit or installment balance.
Create a standard invoice for consultations, check-ups, or procedures.
Select the patient's wallet as the payment method to pay the invoice.
PLATFORM FEATURES
Zenbooks combines invoicing, prepaid client wallets, time tracking, and real-time financial reporting in a single workspace — no third-party integrations or complex setup needed.
Create branded invoices with automatic VAT/GST calculations, multi-currency support, and one-click PDF export.
Load Medical & Dental Practices client deposits into a digital wallet. Settle invoices instantly using the wallet balance — no chasing payments.
Log billable hours per client or project. Import time logs directly into invoices to bill accurately — every hour counted.
Real-time profit and loss reports, expense breakdowns, and balance sheets — always audit-ready and export-ready.
Send professional proposals with itemized line items and payment terms. Convert accepted quotes to invoices in one click.
Configure VAT, GST, or any local tax rate. Issue invoices in AED, SAR, GBP, EUR, USD, AUD and more.
Industry playbook
Zenbooks patient wallets simplify clinical deposit tracking. Load patient prepayments or installments into their wallet. When they complete a treatment or check-up, create the invoice and pay it using the wallet balance. This secures payments and updates the ledger.
Load patient deposits upfront into their wallet. When clinical services are delivered, generate the invoice, pay using the wallet balance, and the system records the transaction.
Taxes are recorded dynamically when you generate and pay the invoice using the patient's wallet balance.
GETTING STARTED GUIDE
No onboarding calls, no complex setup. Follow these four steps and send your first invoice today — completely free for 14 days.
Sign up in 30 seconds — no credit card required. Your 14-day full-access trial begins immediately.
Add your business name, logo, address, tax registration, and default currency in Settings.
Create a client profile with their contact details. Optionally load their prepaid wallet balance for instant checkout.
Add line items or import time logs, apply VAT, and send a professional PDF invoice in one click.
14-day full-access trial · Cancel anytime · No hidden fees
Select your country to view pre-configured local tax rules (VAT/GST) and currency settings for Medical & Dental Practices:
No more manual spreadsheet balance tracking. Start tracking client prepaid balances on an audit-ready ledger.
No credit card · 14-day free trial · Cancel any time
