Simplify your accounting with automatic payment reconciliation
With OneDoc Invoice, automatically match payments from patients and insurers to the corresponding invoices.
Automatically reconcile payments between your bank and your invoices
01
Automatically reconcile patient payments
Payments made through QR bills are automatically detected and matched to the corresponding invoice in OneDoc Invoice. This eliminates manual data entry and reduces the risk of errors.
02
Easily integrate insurer payments
By automatically importing bank files in camt.054 format, OneDoc Invoice reconciles payments received from insurers with ease. Your administrative follow-up becomes faster and more reliable.
03
Keep payment statuses up to date
Each invoice is automatically updated with its status: pending, overdue, paid, or partially paid. This gives you a clear, accurate overview of incoming payments at a glance.
04
Easily manage exceptions
If a payment cannot be reconciled automatically, OneDoc Invoice suggests invoices that may correspond to it. In one click, you can complete the reconciliation and keep your records accurate.
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Frequently asked questions about automatic payment reconciliation
How does OneDoc Invoice handle payment reconciliation?
OneDoc Invoice fully automates the reconciliation of incoming payments, whether they come from patients through QR bills or from insurers. This saves you time and reduces the risk of administrative errors.
For insurer payments, OneDoc Invoice automatically imports 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 matched to the relevant invoices using criteria such as the amount, invoice number, and bank reference.
What happens if a payment cannot be reconciled automatically?
In some cases, a payment may not be matched to an invoice automatically. The system identifies unreconciled payments and suggests possible invoices based on available information, such as similar amounts, due dates, and patient history. With this smart assistance, you can complete the reconciliation in one click while maintaining reliable records.