Finance and payments
Invoices, KSeF, fiscal receipts, packages, patient wallet and financial reports.
14 features
Vouchers for an amount or for a package of visits — sold at reception with a code and a gift-card PDF, or online with the code emailed once the payment is booked. The code is shown once; after that it cannot be recovered.
Recurring monthly plans: a paid period grants the patient package credits or a wallet top-up. We never charge a card automatically — the patient pays each period with a fresh link, or a QR code at reception.
A pay model set separately for each practitioner, a monthly payout calculation for a period, finalisation, marking as paid and an export for the accountant. A practitioner can raise a dispute over their own payout.
Eight reports at one address — revenue, outstanding, cash flow, commission, VAT summary, insurance, packages and wallets — with filters, a chart, a table and an export to XLSX or PDF.
Printing receipts on an online fiscal printer connected through Heltio Bridge. The receipt list is in the app, but the screen for connecting the bridge and registering devices is switched off — for now a clinic fiscalises sales outside Heltio.
What the clinic pays Heltio and what for: the mandatory Core module plus the modules you add, monthly or annual billing with a discount, the history of invoices from Heltio, and changing the plan. Not to be confused with the invoices the clinic issues to patients.
Three settlement modes for a booking — pay at visit, deposit or full prepayment — with an override available for a single service. Payments are handled by Przelewy24; Heltio never touches the patient's card details.
A cash balance kept for every patient: top-ups, paying for visits and invoices from it, balance adjustments and a full transaction history. The patient sees the same wallet in the portal.
The reception screen for one working day: how much has been taken, who is sitting in the waiting room with an unpaid visit, what is outstanding, and how much cash is in the drawer at shift close.
Multi-visit passes: you define them once in settings, sell them to a patient, and Heltio deducts credits as visits are settled. Validity, service coverage and the practitioner list are part of the pass definition.
The clinic's service catalog — price, duration, VAT rate, visibility in online booking and price overrides for individual practitioners. The calendar, invoices and packages all take their price from here.
Claims for visits funded by an insurer, grouped into billing batches and sent as an XLSX file with a PDF bundle. NFZ reporting through OptiMED is a separate path, available to hospital facilities only.
The clinic's monthly VAT summary and a CSV file to import into accounting software. Heltio does not produce the official JPK_V7 XML file — it supplies the data your accountant builds that file from.
Issuing invoices, proformas and corrections, submitting to the National e-Invoice System, and the KSeF Inbox with invoices from suppliers. Numbering, seller details and the VAT exemption basis are set once, under Billing.