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Administration, Finance, and Analytics
Administration, Finance, and Analytics
Keep track of your invoices and stock, and set up tax settings.
+2
24 articles in this collection
Written by
Daniel,
Richard,
Jonathan
and 2 others
Online payments and wallets
This article describes how to manage and use online payments. Such as an overview of online payments, wallets, deposits, and refunds.
Written by
Noah
Updated yesterday
Payment, Quote and Invoice registration
How to create and send a quote
How to create a quote and send it to your patient
Written by
Daniel
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
Written by
Daniel
Updated over a week ago
How to invoice a treatment or product sale
Follow the steps to invoice a treatment or product sale
Written by
Noah
Updated over a week ago
How to invoice a quote
Follow the steps to invoice a quote
Written by
Daniel
Updated over a week ago
How do I edit an invoice
This article explains how to edit an invoice after payment has been registered
Written by
Richard
Updated over a week ago
How to finalize an invoice
Written by
Noah
Updated over a week ago
Register payment - outstanding invoice?
How to register a payment for an outstanding invoice?
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
Written by
Daniel
Updated over a week ago
Custom text on invoices
Learn how to print customs texts on invoices (category specific) to carefully instruct your patients.
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
Written by
James
Updated over a week ago
Credit an invoice
How to credit and invoice
Written by
Noah
Updated over a week ago
Stock
Set up a minimum stock
How to manage minimum stock settings
Written by
Noah
Updated over a week ago
Stock adjustments for all locations or all products at once
Written by
Richard
Updated over a week ago
Review stock adjustment logs
Written by
Noah
Updated over a week ago
Permission to view and edit stock
How to manage permission to view and edit stock
Written by
Noah
Updated over a week ago
Taxes
How do I add multiple sales taxes to Clinicminds?
Learn how to add multiple sales taxes and set the correct tax rates to treatments
Written by
Richard
Updated over a week ago
Reduce sales prices with tax exemptions
Learn how to reduce prices with tax exemptions
Written by
Noah
Updated over a week ago
How to show sales prices including or excluding taxes
Learn how to change the settings for taxes and sales prices
Written by
Richard
Updated over a week ago
Analytics
Export patient e-mail addresses
Learn how to export your patient’s e-mail addresses from Clinicminds
Written by
Richard
Updated over a week ago
Hide patient details on reports for quotes & invoices
Learn how to hide patient details on quote or financial reports.
Written by
Richard
Updated over a week ago
Journal reports for bookkeeping
How to organise sales and payment reports for bookkeeping programs.
Written by
Jonathan
Updated over a week ago
How do I export revenue details ?
Learn how to export revenue details from Clinicminds
Written by
Noah
Updated over a week ago
Calculate number of treatments
How do I calculate the number of treatments (export to csv)
Written by
Noah
Updated over a week ago