Save time with automatic payment reconciliation
With OneDoc Invoice, tracking your payments is simple. Payments from your patients and/or insurers are automatically matched to the correct invoices, giving you a clear and always up-to-date view of your cash flow.
Everything you need to know about automatic payment reconciliation between your bank and your bills
Automatically match patient payments
Payments made via QR-bill are automatically detected and linked to the corresponding invoice in OneDoc Invoice. This avoids manual entry and reduces the risk of errors.
Easily integrate insurer payments
Thanks to the automatic import of bank files in camt.054 format, OneDoc Invoice seamlessly reconciles payments received from insurers. Your administrative follow-up becomes faster and more reliable.
Keep payment statuses always up to date
Each invoice is automatically updated with its status: pending, overdue, paid, or partially paid. This way, you have a clear, precise overview of your incoming payments at a glance.
Easily manage exceptions
If a payment cannot be reconciled automatically, OneDoc Invoice suggests the invoices to settle. In one click, you complete the reconciliation and ensure your records remain accurate.
Automate your payment tracking with OneDoc Invoice
Eliminate manual tasks, reduce errors, and keep your cash flow perfectly up to date.
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Frequently asked questions about automatic payment reconciliation
How does OneDoc Invoice handle the reconciliation of payments?
OneDoc Invoice fully automates the reconciliation of payments received, whether they come from your patients (QR invoices) or from insurers, so that you can save time and reduce the risk of administrative errors.
When it comes to payments from insurers, OneDoc Invoice supports the automatic import of bank files in camt.054 format, which is recognized by all Swiss banks. These files contain details of incoming transfers. Once imported, payments are automatically reconciled with the relevant invoices based on specific criteria such as amount, invoice number, or bank reference.
What happens if a payment cannot be reconciled automatically?
In certain cases, a payment may not be automatically associated with an invoice. In this case, the system identifies unmatched payments and provides suggestions for invoices to be settled based on the available data (similar amounts, due dates, patient history, etc.). Thanks to this feature of intelligent assistance, you can finalize the reconciliation with a single click, while maintaining a high level of reliability.