Add and manage products

Adding a product

Products are anything physical your clinic sells or supplies — supplements, retail items, or consumables used during a service. Once a product is set up, you can sell it on an invoice and track how much stock is left.

Add the basic details

Choose New Product and give it a name, along with an item code and serial number if your clinic tracks them. Choose the supplier, and the medical unit the product is measured in.

The new product form with name, code, and supplier fields.

Set the starting stock and price

Enter how many units you're starting with, then set the selling price. As with services, turn on Price includes tax if the figure you entered already has tax in it, or choose the tax rate to apply on top.

Setting the initial stock level and selling price.

You can also record the cost price, which is what the product costs your clinic — useful later for understanding margin.

Let ClinyPal log the purchase as an expense

Turn on Auto-generate expense if you'd like restocking this product to also create a matching entry in your expenses automatically, so you don't have to enter the same purchase twice.

Selling a product

Products appear alongside services when you add an item to an invoice. Selling one reduces its stock level automatically, so your count of what's left stays accurate without a separate step.

Retiring a product

Archive a product you no longer stock rather than deleting it, so it disappears from new invoices while past sales keep their record.