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!
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Written by Emily Gable
Updated over a week ago

Pay an Invoice

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

Email an Invoice to a Patient

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

Email an Invoice to Third Party

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

Preload Extra Information onto an Invoice

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

Edit an Invoice

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

Archive an Invoice

Remove an invoice from Cliniko.
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Written by Dara Lynch
Updated over a week ago

Edit a Payment

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

Archive a Payment

Remove a payment from Cliniko.
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Written by Emily Gable
Updated over a week ago

Delete a Patient's Account Credit

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

Write Off Bad Debts

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

Rename Invoices & Account Statements

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

Add Provider Numbers to Invoices

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