Administration, Finance, and Analytics

Keep track of your invoices and stock, and set up tax settings.

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35 articles in this collection
Written by Richard, Jonathan, Noah and 2 others
Payment, Quote and Invoice registration

Close a record without invoicing

Learn how to close a record without creating an invoice.
Demian avatar
Written by Demian
Updated over a week ago

Prepayments and adding money to the digital wallet

What is the difference between prepayments and adding money to the digital wallet?
Noah avatar
Written by Noah
Updated over a week ago

Revenue monitor

Learn what information is visible in the Clinicminds Revenue monitor
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Written by Demian
Updated this week

GOÄ-Support 🇩🇪

Learn how to add GOA details to your invoice
Demian avatar
Written by Demian
Updated over a week ago

How to correct payments

Learn how to correct incomplete or incorrect payments.
Demian avatar
Written by Demian
Updated over a week ago

Wallet payments and Cash register

this article explains how wallet payments and credits are shown in the cash register tab
Noah avatar
Written by Noah
Updated over a week ago

Add or edit bookkeeping codes

Learn how to add or edit multiple bookkeeping codes through one window to streamline your bookkeeping
Richard avatar
Written by Richard
Updated over a week ago

Delete credit invoice

This article describes how to delete a credit invoice through the financial windows
Richard avatar
Written by Richard
Updated over a week ago

How to create and send a quote

How to create a quote and send it to your patient
Noah avatar
Written by Noah
Updated over a week ago

Add money to the patient's wallet

Learn hoe to manually add credit to the patient's wallet
Richard avatar
Written by Richard
Updated over a week ago

How to create and send an invoice

How to create an invoice by converting a quote and send it to your patient
Noah avatar
Written by Noah
Updated over a week ago

How to invoice a treatment or product sale

Follow the steps to invoice a treatment or product sale
Noah avatar
Written by Noah
Updated over a week ago

How to invoice a quote

Follow the steps to invoice a quote
Noah avatar
Written by Noah
Updated over a week ago

How do I edit an invoice

This article explains how to edit an invoice after payment has been registered
Richard avatar
Written by Richard
Updated over a week ago

How to finalize an invoice

Noah avatar
Written by Noah
Updated over a week ago

Register payment - outstanding invoice?

How to register a payment for an outstanding invoice?
Noah avatar
Written by Noah
Updated over a week ago

How to register a payment, prepayment or outstanding payment

How do I register a payment for an outstanding invoice or quote
Noah avatar
Written by Noah
Updated over a week ago

Custom text on invoices

Learn how to print customs texts on invoices (category specific) to carefully instruct your patients.
James avatar
Written by James
Updated over a week ago

Payment note with instructions

Learn how to leave a payment note with instructions to your front-desk
James avatar
Written by James
Updated over a week ago

Credit an invoice

How to credit and invoice
Noah avatar
Written by Noah
Updated over a week ago