Invoices, payments and money

Raise an invoice for a patient from the Invoices page, a patient's record or an appointment, add services, products and free-text lines, apply a promotion, and save or go straight to payment.

Set invoice and credit note numbering, due days, the tax method, how payments are allocated, what prints on invoices and the default notes, and understand which settings lock once invoices exist.

Write the four emails ClinyPal uses when an invoice is emailed: paid, outstanding, credit note and written off.

Set, on one patient, who their invoices are emailed to and the note and extra information copied onto every new invoice, alongside their concession and referral source.

Set up the services you charge for with their price and tax, concession prices and a cost estimate, and keep the list current.

Attach the products a service uses up, say how much of each, and see the estimated cost and profit against the selling price.

Search the Invoices page by patient or number, filter by status, read what a row tells you, and open an invoice to see its lines, payments and history.

Record a payment against one invoice or across several, split it between payment methods, use the patient's account credit, and understand where an overpayment goes.

Let a patient pay an invoice, or their whole balance, online from a link you email, text or show as a QR code, and what happens when they pay.

Give money back on a paid invoice, in part or in full, with each part returning to where it came from, and understand the credit note ClinyPal issues.

Email or print an invoice, a payment receipt or a credit note from the invoice, send it with a payment link, and save a copy to your cloud storage.

Reverse a payment that was recorded in error, see what it does to the invoices it was applied to, and know which payments can't be voided.

Correct a payment taken for the wrong amount, against the wrong invoice or with the wrong method, by voiding it and recording it again.

What each invoice status means, which actions are possible in each, and how to see every change made to an invoice and by whom.

Cancel an unpaid invoice that shouldn't exist, or write off some or all of a balance you won't collect, and know what each does to the record.

Set up a percentage or fixed discount with an optional cap, dates and a services-or-products limit, and apply it to invoices that qualify.

Set up the ways patients pay so staff can pick the right one, and know which types ClinyPal manages for you.

Create the tax rates you charge, apply them per service and product, and understand how the clinic's tax method changes what prices mean.

Record what the clinic spends in the Ledger, with tax worked out for you, set up monthly recurring expenses and a budget, and read the Overview of where the money goes.

Where a patient's account credit comes from, how it's used and refunded, how to read the Account summary, and how to convert a balance brought in from a previous system.

Find out why an invoice isn't in Xero, QuickBooks Online or Zoho Books and get it there.