Cliniko

Edit a payment

Archive a payment

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

Payment errors & how to fix them

Email a payment receipt to someone other than the patient.

Email a payment receipt to a third party

Remove an account credit from a patient's file.

Delete or refund a patient's account credit

Move a credit balance from one patient to another

Transferring account credit between patients

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

Set up gift vouchers

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

Send a receipt for a payment, straight from Cliniko.

Email a payment receipt to a patient

Emily

Payments and account statements

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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