When you create an invoice, you'll be able to include products on it, in the same way you include billable items.

You can automatically include products on your invoices otherwise, you can also "sell" a product by manually adding it to an invoice. Keep in mind, when you sell a product, the stock level of that product will also be reduced accordingly 🎉! 

First things first, create the invoice. Under Invoice items, hit the Add product button:

You'll then be able to select the product you want to add. If you have a lot, a drop-down list will display, but you can type the product in (or even just a few letters of its name) and Cliniko will "match" some options for you to select from:

Select the product you want to include, and it'll show up as a line item! You can adjust the quantity if need be, add a discount, and even add additional products. When you're finished, create the invoice. You'll see that product display like this:

And your patient will see something like this on the PDF version of the invoice:

Congrats! You've just sold a product (or several)! 🎉

If you check the product's settings, you'll also be able to see that the stock level has automatically adjusted itself, based on the quantity that you sold. For example, a -1 indicates that just one item was sold:

Sometimes you may want to create an invoice selling a product, without a related service or billable item. For example, a patient came in and purchased a product outside of their appointment.

Start by creating the invoice. If you do this via the Invoices page instead of the calendar, no appointment date or practitioner selection is necessary. Keep in mind, you will not see an unpaid icon anywhere on the calendar for this patient as no appointment date has been created or associated.

While creating the new invoice, by default, all new invoices have a billable item added under Invoice items. You’ll need to remove this billable item using the Trash icon/button:

Now that the billable item has been removed, under Invoice items, hit the Add product button:

You'll now select the product you want to sell. If you have a lot of products, a drop-down list will display. To filter the list, you can type the product in (or even just a few letters of its name) and Cliniko will list some matches/options for you to select:

Once selected, it'll show up as a new line item. Similar to billable items, you can adjust the quantity if need be, add a discount, or even add additional products.

Create the invoice and you’re all set.

When you check the product's settings, you'll also be able to see that the stock level has been automatically adjusted.

When creating an invoice, you're required to add a patient or client otherwise you may run into the error, "Patient can't be blank":

That said, there are times you don’t want to create a completely new patient file for every single person that walks in. To avoid this, one quick workaround is to set-up one separate patient file called "Walk-In Customer" or “Cash Sale" to record those product sales:

Once created, any time you generate an invoice you can then select the “Walk-In Customer” as your patient and continue with payment:

Keep in mind, any time you generate financial reports, everything will be recorded underneath the patient name “Walk-In Customer” that was created so it’s easier for tracking as well:

Have other questions on products? Reach out to our team!