Two different things get called "billing" at a clinic, and separating them saves a lot of confusion:
- What your clinic pays Treatlly — your subscription. That is this article.
- What patients pay your clinic — consultation fees and refunds. See Financial dashboard and reports.
They are separate ledgers and should be reconciled separately.
Where to look
Billing, from the account menu. Clinic admins only — if you are an accountant without access, ask your admin to download what you need.
Your invoices
Every subscription charge produces an invoice, listed with its date, period, amount and status. Open or download any of them.
Download these for your books rather than forwarding payment confirmation emails — the invoice is the document with the detail your accountant needs.
Reading a subscription invoice
| Line | Means |
|---|---|
| Module subscription | The base charge for a module at its tier, for the period. |
| Add-on | An optional capability billed on top. |
| Overage | Usage beyond an allowance, charged per unit. |
| Pro-rata adjustment | A mid-period tier change, apportioned. |
| Taxes | Applied per Indian tax rules. |
A pro-rata line appearing in a month you changed tier is normal, not an error.
Usage reporting
The usage section shows consumption against each allowance for the current period — appointments per day, doctors, locations, and module-specific counters.
Two things to do with it monthly:
- Check for overage risk. Consistently near an allowance means a tier change is probably cheaper than the overage.
- Check for waste. Consistently well under one means you may be on too large a tier.
Reconciling
Each month, three things should agree: the invoice, the payment that left your bank, and the usage that produced any overage line.
If an amount is unexpected, the usual causes are a pro-rata adjustment from a tier change, an overage line from a busy period, or a newly enabled add-on. Check those before raising a query.
Payment failures
Subscription payments run on a mandate. If one fails, you are notified and can retry from the Billing page.
Deal with it promptly — repeated failures put the subscription at risk, and the fix is usually a few seconds of re-authorisation.
What this page will not tell you
It says nothing about what patients paid your clinic. Consultation revenue, refunds and settlements are a different ledger with its own reporting, visible to the accountant role.
Treatlly takes no percentage of patient payments, so the two numbers are genuinely independent — your subscription does not change because you had a busy month.