Billing & Payments

How to browse, create, and manage invoices, including adding line items, discounts, and sending or printing.

How to record a payment against an invoice, view payment details, and search the payment list.

Configure invoice numbering, default terms, printed/emailed invoice fields, and the paid, outstanding, credit note, and write-off email templates.

How to add, edit, and remove the payment methods staff can select when recording a payment.

How to add, edit, and remove the tax rates applied to line items on invoices.

How to set up discount promotions that can be applied to invoices, and where their usage is tracked.

How to manage the list of billable services and products, their pricing, and detailed cost estimate breakdowns.

How to add, categorize, and filter clinic expenses on the Expenses page.

How to add and manage the card your clinic uses to pay for its ClinyPal subscription and SMS credit top-ups.