Cliniko

Rather than refund money back to your patient, convert the funds into account credit, to be used towards future services.

Recording a refund: turn what was paid into account credit

If you're moving patients to Cliniko from another system, you can apply an "opening balance" to record funds they might still be owing.

Understanding "opening balances"

Take prepayments from patients so that they have credit on their account to use towards future services.

Set up prepay patients and account credit

Pay an invoice using existing account credit.

Pay an invoice with account credit

Emily

Account credit and prepayments

Find answers and get help from Intercom Support and Community Experts

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