Invoicing & payments
Create invoices for your patients, process payments, and integrate Cliniko with your Xero account.
By Emily and 6 others7 authors67 articles
- Create an invoice
- Automatically add practitioner signature on invoices
- Pay an invoice
- Create an account statement
- Understanding account statements
- View the log of changes to invoices and payments
- Email an invoice to a patient
- Third party invoices and payments
- Email or print outstanding invoices
- Customise invoice emails
- Display extra business details on invoices
- Preload next appointment date on invoice
- Preload extra information onto an invoice
- Preload notes onto an invoice
- Edit an invoice
- Archive an invoice
- Edit a payment
- Archive a payment
- Delete or refund a patient's account credit
- Write off bad debts
- Rename invoices & account statements
- Add provider numbers to invoices
- Set up gift vouchers
- Payment errors & how to fix them
- Invoice errors & how to fix them
- Preload promotions onto an invoice
- Decimal quantity support in invoices, products, and billable items
- Payment allocation for invoices
- How to apply discounts
- A guide to tax calculation methods in Cliniko
- Set up billable items for NDIS invoicing
- How to add travel expenses to an invoice
- Why invoice totals can differ by 1 cent
- Transferring account credit between patients
- Show appointment duration on invoices
- An overview of online payments
- Automatically email online payment receipts
- Choose which appointment types should require online payments
- Require a deposit for online bookings
- Allocate online booking deposits as account credit, rather than payment on an invoice
- Add a "Powered by Stripe" badge to online payments
- Process online payments in Cliniko
- Add online payment links to invoices
- Why can't I connect my Xero Cashbook or Ledger organisation?
- Set up Xero for use with Cliniko
- Integrate Cliniko with your Xero account
- Reconcile in Xero when using the Cliniko integration
- Map Cliniko taxes to Xero's tax rates
- An invoice failed to sync with Xero
- My Xero integration got disconnected. Help!
- A guide to e-invoices
- Sync billable items in Cliniko to specific sales accounts in Xero
- Sync payment types in Cliniko to specific clearing accounts in Xero
- Sync products in Cliniko to specific sales accounts in Xero
- Sync practitioner invoice items in Cliniko to specific sales accounts in Xero
- Process claims for Department of Veterans' Affairs
- An overview of Medicare & Cliniko
- Department of Veterans' Affairs claiming including travel reimbursement
- Cliniko & Medicare: frequently asked questions
- Set up Cliniko for Medicare claiming with Tyro Health
- Integrate Cliniko with Tyro Health
- Process patient claims for Medicare
- Process bulk bill claims for Medicare
- Process health fund claims with HealthPoint
- Setting up your Cliniko account to help with NDIS claiming
- Providing confirmation of service delivery for My Aged Care
- Getting a Medicare Assignment of Benefit from your patients