Features

Finance management

Manage invoices, payments, expenses and product inventory with Cliniko’s simple yet comprehensive financial tools—all linked to your client, communication and appointment history.

All finance management features

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  Invoices

  Seamlessly create invoices from the appointment calendar.

• Pay multiple invoices

  One payment can cover multiple invoices—handy if a client is paying for services in bulk.

• Appointment information

  Automatically include all the details of your clients’ appointment directly on their invoices.
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  Invoice items

  Automatically relate certain services and products to appointment types, helping to automate the invoicing process.

• Secure

  Control who has access to invoices and who doesn’t, as well as who can edit them.

• Discounts

  Apply discounts at the time of invoicing, or even override the price for complete flexibility.

• Personalised

  Easily include all of a client’s contact details on their invoices, or add third-party billing information.

• Branded

  Include your clinic’s logo on invoices.

• Business details

  Add your clinic’s banking details or ABN, making it easy for clients to know how to pay you.
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  Account balance

  See how much clients owe, or how much they’re in credit. Easily find out if a client has outstanding invoices.
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  Online payments

  Cliniko's mobile-friendly online payments feature offers patients the flexibility to pay for your services from anywhere, improving their experience and helping to reduce your workload.
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  Payment records

  Record payments and close out invoices directly from a client’s file. Splitting the bill? No problem—invoices can be paid in a variety of ways, including by third parties.

• Refunds

  Easily record and track refunds for your patients or convert payments into account credit for future use.

• Invoice and payment logs

  Keep track of any changes made to an invoice or a payment—Cliniko’s logs will show you every event that has occurred.

• Prepayments

  Clients can pay up front for services. Use prepayments to pay invoices at a later date.

• Statements

  Create account statements to see how much a client owes, has paid, or both over a certain period of time.
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  Concession types

  Create concessions to give certain clients unique set prices on their invoices.
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  Billable items

  Add item codes and names to your billable items to help patients make third party claims.

• Custom payment types

  Do your clients pay by credit card? Cash? Does private health or Medicare take care of it? No worries—you create as many different payment types as you need.

• Taxes

  Easily set up tax rates to collect tax on relevant products.

• Email invoices

  Email invoices to a client or third party at the touch of a button. Track which invoices have been sent, and when.
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  Product sales

  Keep track of all of your products and barcodes for easy sales.

• Stock levels

  Track current stock levels of all your products to know how many you have on hand.

• Expenses

  Record your expenses directly into Cliniko to have them easy to report on, come tax time.
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  Financial reporting

  Run reports for total revenue, outstanding invoices, and daily payments. You can look at total numbers for the practice as a whole, or individual practitioners.
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  Xero integration

  Integrate with Xero and Cliniko will automatically push across your accounting information without you needing to do a thing.