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Invoices, payments and money

Raise invoices, take and reconcile payments, track expenses, and set up the choices used at billing time.

19 articles Last updated June 14, 2025
Create an invoice
Raise a new invoice for a patient, add the services or products they're being billed for, and take a payment if they're ready to pay.
Set up your invoice defaults
Set your invoice numbering, due dates, payment allocation rule, and what appears on every invoice by default.
Set up invoice status emails
Customise the emails patients get for a paid invoice, an outstanding one, a credit note, or a write-off.
Preload invoice details for a patient
Set a different invoice email, a standing note, or extra info for one patient so it's ready every time you invoice them.
Set up billable services
Add the services your clinic bills for, set their prices and tax, and estimate the margin on each one.
Estimate the cost of a service
See the real margin behind a service's price, based on the products it actually uses.
Find and review invoices
Search the invoice list, filter by status, and open any invoice to see its totals, payments, and history.
Take a payment from an invoice
Record a payment against an invoice, split it across payment methods if needed, and apply any account credit the patient has.
Send, print, or export an invoice
Get a copy of an invoice to your patient, on paper, or into your own cloud storage.
Void a payment
Reverse a payment that was recorded in error, without deleting it from the record.
Fix a payment recorded incorrectly
Correct a payment that was recorded against the wrong invoice, for the wrong amount, or with the wrong method.
Review an invoice's change history
See exactly what changed on an invoice, who changed it, and when.
Void or write off an invoice
Cancel an invoice that should never have counted, or write off a balance you've accepted you won't collect.
Set up promotions
Create a promotion so eligible invoices get a discount automatically, without anyone having to work it out by hand.
Set up payment types
Add the payment methods your clinic accepts so staff can select the right one whenever they take a payment.
Set up tax rates
Create the tax rates your clinic charges, ready to apply to any service or product.
Track expenses
Record what your clinic spends, keep tax figures accurate, and see where the money is going by category.
Understand a patient's account credit
See how account credit builds up, where it's used, and how to check a patient's full account activity.
An invoice didn't sync to my accounting software
Work out why an invoice hasn't appeared in Xero, QuickBooks, or Zoho Books, and get it pushed through.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Products and inventory Messaging and campaigns Notes, forms and templates

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