All transactions features
Seamlessly create invoices from the appointment calendar.
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.
Automatically include all the details of your clients’ appointment directly on their invoices.
Automatically relate certain services and products to appointment types, helping to automate the invoicing process.
Control who has access to invoices and who doesn’t, as well as who can edit them.
Apply discounts at the time of invoicing, or even override the price for complete flexibility.
Easily include all of a client’s contact details on their invoices, or add third-party billing information.
Include your clinic’s logo on invoices.
Add your clinic’s banking details or ABN, making it easy for clients to know how to pay you.
See how much clients owe, or how much they’re in credit. Easily find out if a client has outstanding invoices.
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.
Pay multiple invoices
One payment can cover multiple invoices—handy if a client is paying for services in bulk.
Clients can pay up front for services. Use prepayments to pay invoices at a later date.
Create account statements to see how much a client owes, has paid, or both over a certain period of time.
Create concessions to give certain clients unique set prices on their invoices.
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.
Easily set up tax rates to collect tax on relevant products.
Email invoices to a client or third party at the touch of a button. Track which invoices have been sent, and when.
Keep track of all of your products and barcodes for easy sales.
Track current stock levels of all your products to know how many you have on hand.
Record your expenses directly into Cliniko to have them easy to report on, come tax time.
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.
Integrate with Xero and Cliniko will automatically push across your accounting information without you needing to do a thing.