Set up payment types

Create unique payment types so that you can track different sources of income (EFTPOS, credit card, cash, etc.).

Emily avatar
Written by Emily
Updated over a week ago

In order to process a payment for a patient, you'll need to be sure to have at least one payment type on hand! 

A payment type is the method of payment that you're entering when processing an invoice, such as credit card, EFTPOS, or cash. You can have as many payment types as you need—Cliniko will provide you with a few to start with, but you can add, remove, or edit these. 

Adding a new payment type

Head to Settings, and then Payment types:

Click the Add payment type button:

Enter the name of your new payment type, and then click the Create payment type button:

That's it! 👍 Now, when you go to enter a payment for an invoice, you'll be able to enter an amount under any of your payment types.

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