Accounting

Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.

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26 articles in this collection
Written by Emily Gable, Dara Lynch, and Clinton Beeken and 1 other
Invoices and Payments

Create an Invoice

Create invoices for your patients!
Written by Emily Gable
Updated over a week ago

Pay an Invoice

Enter payments against your invoices!
Written by Emily Gable
Updated over a week ago

Create an Account Statement

An account statement will summarise your patients' invoices and payments in one spot!
Written by Emily Gable
Updated over a week ago

Email an Invoice to a Patient

Email invoices to your patients, directly from Cliniko!
Written by Emily Gable
Updated over a week ago

Email an Invoice to Third Party

Email an invoice to someone other than the patient.
Written by Emily Gable
Updated over a week ago

Add Contact Details to Invoices

Add your phone number, bank account details, email address (or anything contact-related) to your invoices!
Written by Emily Gable
Updated over a week ago

Preload Extra Information onto an Invoice

Automatically include unique information on each patient's invoice.
Written by Emily Gable
Updated over a week ago

Set Up Prepay Patients and Account Credit

Take prepayments from patients so that they have credit on their account to use towards future services.
Written by Emily Gable
Updated over a week ago

Edit an Invoice

Learn how to edit an invoice!
Written by Emily Gable
Updated over a week ago

Delete an Invoice

How to delete an invoice.
Written by Dara Lynch
Updated over a week ago

Edit a Payment

Learn how to edit a payment.
Written by Emily Gable
Updated over a week ago

Delete a Payment

How to delete a payment.
Written by Emily Gable
Updated over a week ago

Delete a Patient's Account Credit

Remove an account credit from a patient's file.
Written by Emily Gable
Updated over a week ago

Write Off Bad Debts

Learn how to write off an outstanding debt.
Written by Emily Gable
Updated over a week ago

Rename Invoices & Account Statements

Change the terminology that shows up on invoices and account statements.
Written by Emily Gable
Updated over a week ago

Add Provider Numbers to Invoices

Add different practitioner provider numbers to your invoices!
Written by Emily Gable
Updated over a week ago

Set Up Gift Vouchers

Sell gift vouchers or gift certificates, and let your patients redeem them when they come in for an appointment.
Written by Emily Gable
Updated over a week ago

Partial Items on Invoices

Need to add half of something to an invoice? We have some suggestions!
Written by Emily Gable
Updated over a week ago

Invoice Errors & How to Fix Them

Are you trying to edit or create an invoice, but are encountering error messages? Check out some solutions here!
Written by Emily Gable
Updated over a week ago