Billing Lifecycle
From session end to a signed document in the patient's inbox β typically under 60 seconds.
End Session
βΊ
Auto-Draft Invoice
Patient & fee pre-filled
βΊ
Select Document Type
βΊ
Review & Edit
βΊ
Add Payment
βΊ
Preview PDF
βΊ
Send / Export
Key Capabilities
What the therapist can do at the point of billing and over time.
Invoice Generation
- β One-click invoice from any completed session β patient, service, and fee auto-populated
- β Five document types: tax invoice/receipt, payment request, business/HMO invoice, receipt only, credit note
- β VAT calculated automatically; sequential invoice numbers maintained per tax authority requirements
- β Split payments across multiple methods in a single invoice
- β PDF preview before sending; email delivery from within Sherpii
- β Credit notes linked back to the original invoice for a clean audit trail
Financial Management
- β Income dashboard with period filters (month, quarter, custom range)
- β Receivables tracked per patient and per funding organisation
- β Expense logging for clinic overheads (rent, software, CPD, supervision)
- β P&L report combining income and expenses by period
- β VAT and tax-advance calculation report, pre-formatted for filing
- β Automatic monthly reports to your accountant β configurable format and delivery day
Billing Screen
Invoice list with receivables at a glance β no separate billing portal to log in to.
app.sherpii.io/billing
Sherpii
Mindful Clinic
β Dashboard
π₯ Patients
π
Calendar
π Sessions
π¬ Messages 2
π Reports
π§Ύ Billing
SB
Dr. Sara Ben-David
CBT Therapist
π΅
βͺ3,264
This month
π
βͺ2,226
Outstanding
β
1
Overdue
All
Paid
Overdue
Draft
Invoices
π§Ύ
Amir Katz #2847
βͺ413
Paid
βΊ
π§Ύ
Sarah Levy #2848
βͺ413
Draft
βΊ
π§Ύ
David Cohen #2846
βͺ413
Overdue
βΊ
π₯
Maccabi Health #2845
βͺ1,400
Sent
βΊ
π§Ύ
Ruth Katz #2844
βͺ413
Paid
βΊ
π₯
Leumit β May #2843
βͺ1,050
Paid
βΊ
Financial reports
π Income
π Receivables
π Expenses
π Profit & Loss
π VAT & tax advance
π HMO billing
π Doctor's Journal
Document Types & Payment Methods
All Israeli tax document types are supported out of the box, with multi-currency support for EU and US practices.
Document Types
π
Tax Invoice + Receipt (Most common)
Confirms both the service and the payment in one document (ΧΧ©ΧΧΧ ΧΧͺ ΧΧ‘ Χ§ΧΧΧ). Suitable when the patient pays at the time of the session.
π
Payment Request
Issued before payment is received β used for patients who pay in instalments or at a later date (ΧΧ§Χ©Χͺ ΧͺΧ©ΧΧΧ).
π’
Business / HMO Invoice
For funding organisations (Maccabi, Clalit, Leumit, private insurer) with custom rates per session type and monthly batch billing.
π§Ύ
Receipt Only
When a tax invoice was issued separately β records receipt of payment only (Χ§ΧΧΧ).
β©
Credit Note
Cancels or partially reverses a previously issued invoice, linked back to the original document with a new series number (ΧΧΧΧ’Χͺ ΧΧΧΧΧ).
Payment Methods
π΅
Cash
ΧΧΧΧΧ
π³
Credit Card
ΧΧ©Χ¨ΧΧ
π±
Bit / PayBox
ΧΧ€ΧΧΧ§Χ¦ΧΧ
π¦
Bank Transfer
ΧΧ’ΧΧ¨Χ ΧΧ Χ§ΧΧΧͺ
π
Cheque
Χ©ΧΧ§
β
Split Payment
ΧͺΧ©ΧΧΧ ΧΧ€ΧΧ¦Χ
Multiple payment methods can be combined in a single invoice β for example, part cash and part credit card for the remaining balance.
Multi-Currency Support
Each clinic is configured with a home currency. Supported: βͺ NIS, $ USD, β¬ EUR, Ψ―.Ψ₯ AED. Invoice PDFs reflect the clinic's configured locale and language.
Financial Reports
Seven built-in reports cover everything from monthly income to the tax authority's doctor's journal β all filterable by period, patient, and funding organisation.
Available Reports
Income
All invoices by period, grouped by patient or HMO
Receivables
Outstanding balances per patient and funding org
Expenses
Logged clinic overheads by category
Profit & Loss
Income minus expenses for any period
VAT & Tax Advance
Pre-formatted for bi-monthly VAT / ΧΧ§ΧΧΧ filing
Business / HMO Billing
Funding-org invoice summary with status breakdown
Doctor's Journal
Israel Tax Authority auto-log (ΧΧΧΧ Χ¨ΧΧ€Χ)
Export Formats
Every report exports as Excel, PDF, or CSV. Bulk exports include all invoices for the selected period. Individual invoices can be downloaded as PDF or resent by email at any time from the invoice detail view.
Accountant Integration
Configure one or more accountants to receive automatic monthly reports. Choose which reports to include (income, payment breakdown, expenses, P&L, VAT) and the preferred format. Delivery is scheduled on the 3rd, 5th, or 7th of each month β configurable per accountant contact.
Report Filters
- β Period: this month, last month, year, custom range
- β Patient name or ID
- β Funding organisation / HMO
- β Payment method
- β Invoice status (paid, pending, overdue, draft)
Funding Organisations & Compliance
Manage HMO and insurer billing separately from private patients, with custom rates per organisation and per session type.
Funding Organisations (HMO / Insurer)
Set up each funding body β Maccabi, Clalit, Leumit, or a private insurer β with its own rate schedule. Define different fees per session type (intake, ongoing, group) as a fixed amount or a percentage of the standard fee.
Patients are associated with their funding org on the patient card. When billing, Sherpii automatically selects the org's rate and generates a Business Invoice addressed to the organisation, not the patient.
- β Custom rate per session type per organisation
- β Fixed amount or percentage of standard fee
- β Cancellation fee configuration per org policy
- β Monthly batch invoicing for HMO submissions
- β Patient co-pay tracked separately alongside org payment
Israeli Tax Compliance
- β Sequential invoice numbering per Israel Tax Authority rules (ΧΧ©ΧΧΧ ΧΧΧͺ ΧΧΧΧΧ©ΧΧΧͺ)
- β VAT (ΧΧ’"Χ) calculated and displayed on each invoice
- β Doctor's Journal (ΧΧΧΧ Χ¨ΧΧ€Χ) auto-populated for annual tax filings
- β Withholding tax support (Χ ΧΧΧΧ ΧΧ‘ ΧΧΧ§ΧΧ¨)
- β VAT-exempt dealer mode for therapists below the annual threshold
International Markets
- β Multi-currency (βͺ, $, β¬, Ψ―.Ψ₯) configured per clinic
- β EU VAT handling with country-specific rates
- β HIPAA-aligned payment processing for US practices
- β Invoice PDFs generated in the clinic's configured language