Cliniko

Emily

Ray-Ray

Dara

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

Invoicing & payments

Create an invoice

Add or update your personal signature to include on documents.

Automatically add practitioner signature on invoices

Pay an invoice

An account statement will summarise your patients' invoices and payments in one spot!

Create an account statement

Learn what the different parts of an account statement mean.

Understanding account statements

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

View the log of changes to invoices and payments

Email invoices to your patients, directly from Cliniko!

Email an invoice to a patient

How to create and send invoices and payments to third parties.

Third party invoices and payments

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

Email or print outstanding invoices

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

Customise invoice emails

Add your phone number, bank account details, email address (or anything contact-related) to your invoices!

Display extra business details on invoices

Automatically include your patient's next upcoming appointment on their invoices.

Preload next appointment date on invoice

Automatically include unique information on each patient's invoice.

Preload extra information onto an invoice

Automatically include default notes on each patient's invoice.

Preload notes onto an invoice

Edit an invoice

Archive an invoice

Edit a payment

Archive a payment

Remove an account credit from a patient's file.

Delete or refund a patient's account credit

Learn how to write off an outstanding debt.

Write off bad debts

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

Rename invoices & account statements

Add different practitioner provider numbers to your invoices!

Add provider numbers to invoices

Sell gift vouchers or gift certificates, and let your patients redeem them when they come in for an appointment.

Set up gift vouchers

If you're editing or creating a payment and running into trouble, check out these solutions!

Payment errors & how to fix them

Are you trying to edit or create an invoice, but are encountering error messages? Check out some solutions here!

Invoice errors & how to fix them

Automatically include special offers and promotional information on each patient's invoice.

Preload promotions onto an invoice

No more splitting billable items into smaller blocks!

Decimal quantity support in invoices, products, and billable items

Have payments automatically apply to invoices the way you want them to! 💳

Payment allocation for invoices

Apply special prices to your invoices or for specific appointment types!

How to apply discounts

How to choose the right calculation method for your practice. 💰

A guide to tax calculation methods in Cliniko

Bill accurately with hourly rates and decimal quantities

Set up billable items for NDIS invoicing

Here's how to account for travel expenses if you make house calls or off-site visits.

How to add travel expenses to an invoice

Learn why this happens and how to ensure your patients pay what they're supposed to

Why invoice totals can differ by 1 cent

Invoices and payments

Send your patients payment links and enable advanced payments via online booking.

An overview of online payments

Send a Stripe or Cliniko receipt when your patients pay online.

Automatically email online payment receipts

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

Choose which appointment types should require online payments

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

Require a deposit for online bookings

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

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

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

Add a "Powered by Stripe" badge to online payments

Send invoices via email, SMS, or QR code so that patients can pay online.

Process online payments in Cliniko

Add links to your invoices so that patients can pay their invoices directly online.

Add online payment links to invoices

Online payments

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

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

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

Set up Xero for use with Cliniko

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

Integrate Cliniko with your Xero account

Reconcile in Xero when using the Cliniko integration

Link taxes in Cliniko to corresponding tax rates in Xero.

Map Cliniko taxes to Xero's tax rates

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

An invoice failed to sync with Xero

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

My Xero integration got disconnected. Help!

How to stay compliant with e-invoicing regulations while using Cliniko

A guide to e-invoices

Martina

Marcus

Using the Xero integration

Process claims for Department of Veterans' Affairs

Process Medicare claims directly from Cliniko!

An overview of Medicare & Cliniko

Manage invoices that include DVA travel claims

Department of Veterans' Affairs claiming including travel reimbursement

Got questions about our Medicare integration? We have answers!

Cliniko & Medicare: frequently asked questions

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

Set up Cliniko for Medicare claiming with Tyro Health

Integrate Cliniko with Tyro Health (formerly Medipass), which will allow you to process Medicare and Private Health Insurance claims!

Integrate Cliniko with Tyro Health

Process patient claims for Medicare

Process bulk bill claims for Medicare

Process health fund claims with HealthPoint—but first, connect your account Cliniko to Tyro Health (formerly Medipass)!

Process health fund claims with HealthPoint

If you're in Australia and have participants on the NDIS, you can use patient cases to help keep track of claims and remaining funds.

Setting up your Cliniko account to help with NDIS claiming

Configure your invoices and send treatment notes to meet requirements.

Providing confirmation of service delivery for My Aged Care

Processing Medicare, health fund, & DVA claims (Australia only)

Find answers and get help from Intercom Support and Community Experts

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