Administration, Finance, and Analytics

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

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29 articles in this collection
Written by Richard, Jonathan, Noah and 1 other

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 over a week ago

View payment or refund in Stripe

This article describes how to quickly review a deposit, payment or refund in your Stripe account.

Written by Richard
Updated over a week ago

Payment, Quote and Invoice registration

Wallet payments and Cash register

this article explains how wallet payments and credits are shown in the cash register tab

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

Written by Richard
Updated over a week ago

Delete credit invoice

This article describes how to delete a credit invoice through the financial windows

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

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

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

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

Written by Noah
Updated over a week ago

How to invoice a quote

Follow the steps to invoice a quote

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

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 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.

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

Learn how to set a minimum stock warning.

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