Invoices & payments

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

Clinton Beeken avatar Rachel Harkness avatar Emily avatar +1
40 articles in this collection
Written by Clinton Beeken, Rachel Harkness, Emily and 1 other
Invoices and payments

Create an invoice

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

Pay an invoice

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

Understanding account statements

Learn what the different parts of an account statement mean.
Emily avatar
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!
Emily avatar
Written by Emily
Updated over a week ago

Email an invoice to a patient

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

Email an invoice to third party

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

Email or print outstanding invoices

Print or email outstanding invoices directly from the outstanding invoices report.
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Written by Emily
Updated over a week ago

Customise invoice emails

Personalise the invoice emails that are sent to patients and third parties.
Emily avatar
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!
Emily avatar
Written by Emily
Updated over a week ago

Preload extra information onto an invoice

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

Edit an invoice

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

Archive an invoice

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

Edit a payment

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

Archive a payment

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

Write off bad debts

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

Rename invoices & account statements

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

Add provider numbers to invoices

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