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Receipt and note

Shift receipts and invoices: what to include and how to follow up

Many payment delays begin with an incomplete document: the period is missing, the amount does not match the scale or the note went to the wrong sector. A clear document, on shift, shortens the path until the money arrives.

Calendoctor Team ·

What document do you issue

It depends on how you provide the service. In general:

  • As a legal entity (PJ): you issue an electronic service invoice (NFS-e) through your company.
  • As a freelancer, for a company: the hospital usually issues an RPA (self-employed payment receipt) in your name, with applicable withholdings.
  • As a freelancer, for an individual: you issue a simple receipt.

Which is worth it to you depends on your contract and its framework. Confirm with the location and your accountant.

What can't be missed

  1. Your name and CPF, or company name and CNPJ.
  2. Who pays: name and CNPJ of the hospital or clinic.
  3. Dates and times of each shift.
  4. Value for each shift and the total.
  5. Description of the service (e.g.: medical on-call in emergency care).
  6. Arranged date for payment.

Discriminate by shift

"October shifts: R$6,000" is difficult to check. One line per shift solves:

  • 03/10, 7am to 7pm, PA: R$ 1,200
  • 10/10, 7pm to 7am, ICU: R$ 1,500
  • 10/17, 7am to 7pm, PA: R$ 1,200

If there is a difference, the hospital's finance team immediately finds which shift is being discussed.

Retentions

Depending on the type of document and who pays, taxes and contributions may be withheld at source (for example, income tax, INSS or ISS). This makes the amount that falls into the account less than the gross amount of the shift. Keep proof of withholdings: it goes on your statement. The rules vary by municipality and by category, so check with your accountant.

Follow until you drop

  • Note when the document was sent and to whom.
  • Mark the shift as paid only when the money arrives.
  • Did you receive less? Register the partial and check if the difference is retention or non-payment.

If it has passed the date, see how to collect a late shift payment.

How Calendoctor helps

  • Each shift has the location, time, amount and expected payment date.
  • The open balance appears grouped by payer.
  • Reports in PDF and CSV with the chosen period, to check before issuing the document.
  • Partial payments are recorded and the rest stays outstanding.

Calendoctor does not issue invoices or receipts.

Clear scope: Calendoctor is not a medical record and must not hold patient data. It is not accounting software and does not process payments.

FAQ

What to put on the shift receipt?

Your details, details of whoever pays, date and time of each shift, the value of each, the total, the description of the service and the agreed payment date.

Does a corporate doctor issue a receipt or note?

As a legal entity, the document is the electronic service invoice (NFS-e), issued by the company.

Why did it drop less than the value of the shift?

It can be withholding tax (such as income tax, INSS or ISS) or partial payment. Check the retention slip before charging the difference.

Does Calendoctor issue an invoice?

No. It organizes shifts, values ​​and dates and generates reports in PDF and CSV to check before issuing.

Your shifts and your money, organized.

Download Calendoctor on iPhone or Android. It works offline and starts without an account.

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