Cliniko

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!

Add contact details to 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

Need to add half of something to an invoice? We have some suggestions!

Partial items on invoices

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

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

Payment allocation for invoices

Emily

Rachel Harkness

Dara

Invoices and payments

Find answers and get help from Intercom Support and Community Experts

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