Features
What SizaBill does, and why practices move across
Why switch to SizaBill
Moving your billing sounds like a big job. It is an afternoon.
- Your clients come with you. Export a CSV from Xero, Zoho, Sage or a spreadsheet, upload it, and SizaBill matches the columns for you.
- SARS and POPIA are built in rather than bolted on. VAT is worked out the way a South African tax invoice needs it, and consent is recorded automatically.
- Medical billing without a second package. ICD-10, tariff and NAPPI codes, medical aid details and main-member billing are part of the invoice.
- It keeps working when the signal does not. Capture an invoice between sessions with no reception and it syncs when you reconnect.
- Support from people in your own time zone, on South African hours.
- You can start without paying on Starter, which runs free for 14 days with no card, then R99 a month. Up and Running and Small Business have no trial and are paid from the start.
Invoicing and documents
Everything you send to a client, generated as a clean PDF in your own branding.
SARS-ready VAT
Set your VAT number and rate once. VAT is worked out at invoice level and shown as subtotal, VAT and total, in line with what SARS requires on a tax invoice.
Professional PDF invoices
Every document renders as a PDF with your logo, your banking details, your accent colour and a protea watermark. Paid and overdue documents are stamped.
Recurring invoices
Set an invoice to repeat monthly. SizaBill creates and emails a fresh copy with a new number, dates and reference, and you can pause it any time.
For health practices
The fields a medical or psychology practice needs, without a separate medical billing package.
ICD-10 diagnosis codes
Search and attach ICD-10 codes to an invoice line. The lookup carries the validity flags that decide whether a claim is payable.
Main member and dependent billing
Link a dependent to a main member. The invoice bills the main member but names the patient who was seen, and dependents share the main member code with a suffix.
Medical aid details
Capture the scheme, plan and membership number against a client so they print on the invoice the medical aid needs.
Getting paid
From sending the invoice to seeing the money land.
Email delivery with tracking
Send an invoice or quote straight from SizaBill with the PDF attached. You see when it was delivered, and you are told if it bounced.
Payment links
Add your own PayFast or Yoco keys and your clients can pay the invoice online. If you would rather be paid by EFT, your bank details print on every document instead.
Automatic overdue reminders
Opt in and SizaBill emails a client one polite reminder, seven days after an unpaid invoice passes its due date. That is the only automatic reminder, and invoices you back-date when capturing past work are never chased.
Expenses and reporting
What you need at tax time, without a shoebox of receipts.
Quick Capture receipt scanning
Photograph a receipt and SizaBill reads the merchant, date, total and VAT and files it as an expense. You can attach a second photo as proof of payment.
Financial reports
Pick any date range and see what you invoiced, what you actually received, what you spent, and your output and input VAT. Presets cover this month, last month and the South African tax year from 1 March.
CSV export for your accountant
Export invoices and expenses as CSV with amounts and client names only. No email addresses and no medical codes, so the file is safe to hand over.
Running the practice
The day-to-day admin around the billing itself.
Import your existing clients
Export contacts from Xero, Zoho, Sage or a spreadsheet and upload the CSV. SizaBill matches the columns for you and skips duplicates.
Works offline
SizaBill installs as an app on your phone and keeps working without signal. Anything you capture offline syncs the moment you reconnect, and clashes are shown to you rather than silently overwritten.
Your branding
Upload a logo and a browser icon, choose the accent colour on your invoices, and add your social links to the document footer.
Security, privacy and access
Client financial and health data carries real obligations. These are the controls.
POPIA consent records
Consent is recorded when someone signs up and kept as a dated history. Each account can view its own opt-in status at any time.
Two-factor authentication
Turn on an authenticator app and logging in needs your password plus a six-digit code. Failed codes are rate-limited.
Read-only accountant login
Invite your accountant and they get their own login with read-only access to invoices, quotes, expenses and reports. They cannot change anything, and medical codes are hidden from them.
Wondering which plan you need?
There is more in SizaBill than fits on one page, and what you get depends on your plan. The pricing page has the full feature comparison, plan by plan.
See the full comparison →Built for
Psychologists, psychiatrists and counsellors in private practice. Physiotherapists, occupational therapists, speech therapists and dietitians. GPs, dentists and other solo or small healthcare practices. Coaches, consultants, bookkeepers and other professional services. Trades and general small businesses that invoice clients directly.