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Invoices & payments
Invoices & payments
Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.
+3
45 articles in this collection
Written by
Clinton Beeken,
Rachel Harkness,
Emily
and 3 others
Invoices and 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
Online payments
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
Using the Xero integration
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
Processing Medicare & health fund claims (Australia only)
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