Zoho Books for clinics and doctors' practices

What clinics and doctors' practices need from billing software, how Zoho Books fits, and what to check before buying. We are a Zoho Books partner and set it up for free.

Common problems in clinics and doctors' practices

  • Consultation, procedure and medicine charges end up on separate handwritten slips
  • Medicines dispensed at the clinic expire or run out because batches are not tracked
  • Part-payments and dues from follow-up visits are hard to track patient by patient

What to check in Zoho Books for clinics and doctors' practices

These are the features clinics and doctors' practices rely on most. On the demo we show how each works in Zoho Books and which edition includes it.

  • Batch and expiry trackingRecord batch number, manufacturing date and expiry date per item and see stock that is close to expiry.
  • Stock trackingStock goes down with every sale and up with every purchase entry, so the stock report stays current.
  • Udhaar and payment remindersSee who owes how much and send payment reminders, so credit (udhaar) does not get forgotten.
  • Estimates and quotationsSend a quotation first and convert it into a sale invoice when the customer confirms.
  • WhatsApp sharingShare invoices, estimates and reminders with customers on WhatsApp.
  • Profit and loss reportsProfit and loss, party-wise profit, day book and stock summary reports.

Is Zoho Books the right fit?

Best forService businesses and online-first companies that want cloud accounting connected to other Zoho apps.
Runs onWeb (cloud), Android and iOS
Keep in mindNeeds an internet connection · full overview

See Zoho Books prices.

What we set up for a clinic

  1. Your item list with GST rates and HSN codes, imported from Excel or entered with you
  2. Opening stock with batch and expiry details
  3. Invoice format, logo and A4 or thermal printing
  4. Customer and supplier balances so udhaar starts correct
  5. A training call for you and your staff

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Questions people ask

Is Zoho Books good for clinics and doctors' practices?

Zoho Books suits service businesses and online-first companies that want cloud accounting connected to other Zoho apps. For clinics and doctors' practices, check that the plan you buy includes batch and expiry tracking, stock tracking and udhaar and payment reminders.

What should clinics and doctors' practices check before buying Zoho Books?

Make sure the plan covers batch and expiry tracking, stock tracking, udhaar and payment reminders, estimates and quotations, whatsapp sharing and profit and loss reports. Ask for a demo using your own items.

Can I get a Zoho Books demo for my clinic?

Yes. We install it, add your items and opening stock, set GST rates and printing, and train you on a call.

Which Zoho Books plan suits clinics and doctors' practices?

Most single-doctor clinics manage with a mobile or Desktop + Mobile Silver plan. Clinics with their own dispensary usually bill from the reception computer on Desktop + Mobile. Billing software covers fees, receipts and medicine stock, not patient records or appointments.

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