Invoices & payments

Automatically add practitioner signature on invoices

Add or update your personal signature to include on documents.

Written by Rachel Harkness
Updated over a week ago

Create an invoice

Create invoices for your patients!

Written by Emily
Updated over a week ago

Pay an invoice

Enter payments against your invoices!

Written by Emily
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
Updated over a week ago

Understanding account statements

Learn what the different parts of an account statement mean.

Written by Emily
Updated over a week ago

View the log of changes to invoices and payments

See the details of any changes made to invoices and payments!

Written by Emily
Updated over a week ago

Email an invoice to a patient

Email invoices to your patients, directly from Cliniko!

Written by Emily
Updated over a week ago

Email an invoice to third party

Email an invoice to someone other than the patient.

Written by Emily
Updated over a week ago

Email a payment receipt to a third party

Email a payment receipt to someone other than the patient.

Written by Emily
Updated over a week ago

Email or print outstanding invoices

Print or email outstanding invoices directly from the outstanding invoices report.

Written by Emily
Updated over a week ago

Customise invoice emails

Personalise the invoice emails that are sent to patients and third parties.

Written by Emily
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
Updated over a week ago

Preload extra information onto an invoice

Automatically include unique information on each patient's invoice.

Written by Emily
Updated over a week ago

Edit an invoice

Learn how to edit an invoice!

Written by Emily
Updated over a week ago

Archive an invoice

Remove an invoice from Cliniko.

Written by Dara
Updated over a week ago

Edit a payment

Learn how to edit a payment.

Written by Emily
Updated over a week ago

Archive a payment

Remove a payment from Cliniko.

Written by Emily
Updated over a week ago

Delete or refund a patient's account credit

Remove an account credit from a patient's file.

Written by Emily
Updated over a week ago

Write off bad debts

Learn how to write off an outstanding debt.

Written by Emily
Updated over a week ago

Rename invoices & account statements

Change the terminology that shows up on invoices and account statements.

Written by Emily
Updated over a week ago

Add provider numbers to invoices

Add different practitioner provider numbers to your invoices!

Written by Emily
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
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
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
Updated over a week ago

An overview of online payments

Allow your patients to pay when they book online.

Written by Emily
Updated over a week ago

Choose which appointment types should require online payments

Specify which of your appointment types should require the patient to pay before booking.

Written by Emily
Updated over a week ago

Require a deposit for online bookings

For patients booking online, you can require a deposit at the time of booking, and then take the final payment later.

Written by Emily
Updated over a week ago

Allocate online booking deposits as account credit, rather than payment on an invoice

If you take deposits for online bookings, they can be allocated towards account credit, which can be used towards any future service.

Written by Emily
Updated over a week ago

Add a "Powered by Stripe" badge to online payments

Let your patients know that their online payments are being processed by Stripe, the secure payment processor that Cliniko uses.

Written by Emily
Updated over a week ago

Why can't I connect my Xero Cashbook or Ledger organisation?

Xero no longer supports invoicing integrations with Cashbook and Ledger organisations.

Written by Martina
Updated over a week ago

Set up Xero for use with Cliniko

Get your Xero account set up so that you can connect to Cliniko!

Written by Marcus
Updated over a week ago

Integrate Cliniko with your Xero account

Link Cliniko with Xero accounting software to get the most out of your financials!

Written by Marcus
Updated over a week ago

Reconcile in Xero when using the Cliniko integration

Learn how to reconcile transactions in Xero.

Written by Clinton Beeken
Updated over a week ago

Map Cliniko taxes to Xero's tax rates

Link taxes in Cliniko to corresponding tax rates in Xero.

Written by Emily
Updated over a week ago

An invoice failed to sync with Xero

Some of the common reasons why Xero will give you an error message when syncing an invoice.

Written by Emily
Updated over a week ago

My Xero integration got disconnected. Help!

If your Xero integration got disconnected, you can hook it back up. Learn how!

Written by Emily
Updated over a week ago

Process claims for Department of Veterans' Affairs

DVA claiming via Cliniko

Written by Martina
Updated over a week ago

An overview of Medicare & Cliniko

Process Medicare claims directly from Cliniko!

Written by Emily
Updated over a week ago

Department of Veterans' Affairs claiming including travel reimbursement

Manage invoices that include DVA travel claims

Written by Marcus
Updated over a week ago

Cliniko & Medicare: Frequently asked questions

Got questions about our Medicare integration? We have answers!

Written by Emily
Updated over a week ago

Set up Cliniko for Medicare claiming with Medipass

Get your Cliniko account set up so that you can link it up with Medipass and start creating Medicare claims!

Written by Rachel Harkness
Updated over a week ago

Integrate Cliniko with Medipass

Integrate Cliniko with Medipass, which will allow you to process Medicare and HICAPS claims!

Written by Emily
Updated over a week ago

Process patient claims for Medicare

Process patient claims through Cliniko.

Written by Emily
Updated over a week ago

Process bulk bill claims for Medicare

Bulk bill your patients through Cliniko.

Written by Emily
Updated over a week ago

Process health fund claims with HICAPS

Process health fund claims with HICAPS—but first, connect your account Cliniko to Medipass!

Written by Emily
Updated over a week ago