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Platform Features › Invoicing

From completed treatment to compliant invoice in one click

Generate Bulgarian-compliant invoices from completed appointments, EIK, VAT number, IBAN, sequential numbering, EUR line items, and PDF delivery, without re-entering a single field.

app.udentis.com/invoicing

Invoicing

Create and manage invoices with payment tracking.

2
Draft
1
Open
INVOICE PATIENT DUE
Draft invoice Sarah Mitchell -
0000000024 James Cooper 7/22/2026
Draft invoice
Sarah Mitchell
Draft
Composite filling
7/10/26, 2:00 PM
Appointment
Dental Clinic Sofia

The problem

Billing day at most clinics is a reconciliation exercise. The dentist finished three procedures; reception is typing patient names into Word, hunting for the correct EIK on last month's invoice, and guessing whether invoice 0000000047 was already issued because two receptionists work from the same pad. VAT is calculated in a spreadsheet cell that someone formatted wrong in January. By the time the PDF reaches the patient, the numbers may not match what was actually performed. You did not study dentistry to chase invoice sequences.

How it works in Udentis

One-click invoice from a completed appointment

When reception marks an appointment as completed, Udentis can create a draft invoice pre-filled with performed procedures and their costs. Reception reviews the draft, adjusts line items if needed, then issues the PDF.

Reception reviews the draft: two fields to check, zero to type. Click "Issue invoice" and the PDF generates with your clinic letterhead, company requisites, and a QR-ready payment reference. Email it to the patient or print at the desk. Total time from appointment complete to invoice sent: under 30 seconds for a standard visit.

If the dentist performed an extra procedure not on the original appointment, add a line item before issuing, the draft is editable, not locked. But the starting point is always the clinical record, not a blank template.

app.udentis.com/invoicing

Invoicing

Create and manage invoices with payment tracking.

2
Draft
1
Open
INVOICE PATIENT DUE
Draft invoice Sarah Mitchell -
0000000024 James Cooper 7/22/2026
Draft invoice
Sarah Mitchell
Draft
Composite filling
7/10/26, 2:00 PM
Appointment
Dental Clinic Sofia

Bulgarian company requisites built in

Every invoice Udentis generates includes your clinic's registered company details: legal name, ЕИК (EIK), ДДС номер (VAT registration number), registered address, МОЛ (managing director), and IBAN for bank transfer. Configure these once in clinic settings and they appear on every document, no copy-paste from a saved Word header.

Patient details follow Bulgarian conventions: three-part name (име, презиме, фамилия), ЕГН or foreign ID where applicable, and address with EKATTE code if you track it. B2B invoices to corporate clients support their EIK and VAT number on the buyer side.

НЗИС clinical reporting stays in the НЗИС module. Patient invoices show your clinic fees, VAT at the configured rate (20% by default), and payment status.

app.udentis.com/invoicing

Invoicing

Create and manage invoices with payment tracking.

2
Draft
1
Open
INVOICE PATIENT DUE
Draft invoice Sarah Mitchell -
0000000024 James Cooper 7/22/2026
Draft invoice
Sarah Mitchell
Draft
Composite filling
7/10/26, 2:00 PM
Appointment
Dental Clinic Sofia

Race-safe sequential numbering

Invoice numbers in Bulgaria must be sequential with no gaps. That sounds simple until two receptionists issue invoices at the same time, or a browser tab crashes mid-save. Udentis assigns invoice numbers server-side in a database transaction, the next number is locked, assigned, and released atomically. Two users clicking "Issue" simultaneously get 0000000024 and 0000000025, never both 0000000024.

Numbering is per clinic (or per legal entity in multi-clinic groups). Credit notes and storno invoices reference the original invoice number and maintain their own sequential series. Draft invoices do not consume numbers, only issued invoices advance the sequence.

If an issued invoice needs correction, void it with a storno and re-issue. The audit trail shows the void, the reason, and the replacement, so your accountant sees a clean history, not a deleted row.

app.udentis.com/invoicing

Invoicing

Create and manage invoices with payment tracking.

2
Draft
1
Open
INVOICE PATIENT DUE
Draft invoice Sarah Mitchell -
0000000024 James Cooper 7/22/2026
Draft invoice
Sarah Mitchell
Draft
Composite filling
7/10/26, 2:00 PM
Appointment
Dental Clinic Sofia

EUR amounts and PDF export

All amounts in Udentis are stored and displayed in EUR, Bulgaria's official currency since 2026. Line items show unit price, quantity, VAT rate, VAT amount, and line total. The invoice footer shows subtotal, total VAT, and amount due.

PDF generation is instant and server-side. The layout follows standard Bulgarian invoice conventions: seller block, buyer block, line item table, totals, payment instructions with IBAN, and issue date. PDFs are stored in the patient record and downloadable at any time.

Email delivery attaches the PDF directly. Patients receive a professional document, not a link to a portal they will never log into. For clinics that still hand paper copies at the desk, one-click print uses the same PDF.

app.udentis.com/invoicing

Invoicing

Create and manage invoices with payment tracking.

2
Draft
1
Open
INVOICE PATIENT DUE
Draft invoice Sarah Mitchell -
0000000024 James Cooper 7/22/2026
Draft invoice
Sarah Mitchell
Draft
Composite filling
7/10/26, 2:00 PM
Appointment
Dental Clinic Sofia

Payment tracking and overdue follow-up

Every issued invoice has a status: draft, issued, paid, partially paid, overdue, or voided. Record payments at the desk as cash, card or bank transfer.

Overdue invoices are flagged in the invoice list so reception can follow up manually.

Revenue reports slice income by dentist, procedure type, payment method, and date range. Export to CSV for your accountant. The invoice module is not an island, it reads from appointments and treatments, and feeds into your financial overview.

app.udentis.com/invoicing

Invoicing

Create and manage invoices with payment tracking.

2
Draft
1
Open
INVOICE PATIENT DUE
Draft invoice Sarah Mitchell -
0000000024 James Cooper 7/22/2026
Draft invoice
Sarah Mitchell
Draft
Composite filling
7/10/26, 2:00 PM
Appointment
Dental Clinic Sofia

Your clinic day, end to end

How this module connects to the rest of your practice.

  1. 1

    Appointment completed

    The dentist closes the clinical visit. Procedure codes, materials and fees are already captured from the treatment kit.

    Appointments →
  2. 2

    Draft invoice created

    Udentis generates a draft with line items and VAT. No manual data entry required.

    Invoicing →
  3. 3

    Review and issue

    Reception confirms the draft, assigns the next sequential number, and issues the PDF in one click.

    Invoicing →
  4. 4

    Send to patient

    Email the PDF or print at the desk. Payment instructions with IBAN are included automatically.

    Invoicing →
  5. 5

    Track payment

    Mark paid, follow up on overdue balances manually, and export revenue data for accounting.

    Invoicing →

Who it is for

Solo practice

You complete the treatment and walk to reception, which is also you. Issue the invoice from the same screen in seconds. No separate billing software, no end-of-day batch.

Multi-dentist clinic

Three dentists, one reception desk, zero invoice collisions. Race-safe numbering and appointment-sourced drafts mean reception never re-types what the clinical team already recorded.

Clinic group

Each legal entity gets its own EIK, VAT number, IBAN, and invoice sequence. Group admins compare revenue across locations without merging incompatible numbering series.

Integrations and details

  • Appointment completion triggers draft invoice with procedure line items from treatment kits
  • Clinic settings: EIK, VAT number, IBAN, MOL, registered address configured once
  • Server-side atomic invoice numbering, no duplicate sequences under concurrent use
  • EUR storage and display with 20% VAT calculation per line item
  • PDF generation with Bulgarian invoice layout conventions
  • Email delivery with PDF attachment; overdue invoices flagged for manual follow-up
  • CSV export of invoices and revenue by dentist, procedure, or date range

Frequently asked questions

See it with your own clinic data

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