Invoice Funnel
Save time with automatic invoice transfer directly from Cliniko into QuickBooks
QuickBooks invoice integration
Get ready to simplify your book-keeping process with this Cliniko-to-QuickBooks invoice automation solution. Instead of having to manually export, re-format, and import your Cliniko invoices on an ongoing basis, Invoice Funnel will do it all for you. After the initial setup, it directly fetches your Cliniko invoices, reshapes them to meet QuickBooks' requirements, and pushes them automatically to your QuickBooks account on a daily basis.
Feature highlights
- Automatically import invoices on a daily basis or whenever you wish by simply hitting the "run integration" button
- Create your integration with an "earliest invoice time" so that invoices you have already moved over to QuickBooks do not get reprocessed
- Create your integration with a one-time mapping between your Cliniko and QuickBooks tax codes so you never have to worry about adding the proper tax code again
The benefits
- Drop the administrative burden, technical headaches, and spend more time helping patients
- Worry-free handling of patient health information (PHI) and personally identifiable information (PII). Invoice funnel does not transfer invoice patient details, only Cliniko record ids
- Safety and security by design. Fully developed and deployed using Amazon Web Services and application architecture guided by industry best practices including AWS KMS at-rest encryption for both Cliniko and QuickBooks access keys
- Monitor the state of your integration with clear and transparent logs. Failed invoices will provide clear error messages and can be adjusted and retried