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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
39 articles in this collection
Written by
Richard,
Jonathan,
Noah
and 2 others
Recover deleted items from trash
Learn how to recover deleted items from the trash bin
Written by
Richard
Updated over a week ago
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
Close a record without invoicing
Learn how to close a record without creating an invoice.
Written by
Demian
Updated over a week ago
The cash register shows the invoice as outstanding, the record shows the invoice as paid
Learn why there's a difference between the cash register and invoice.
Written by
Leo
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?
Written by
Noah
Updated over a week ago
Revenue monitor
Learn what information is visible in the Clinicminds Revenue monitor
Written by
Demian
Updated over a week ago
Cash Register
Learn everything you need to know about the Clinicminds cash register
Written by
Leo
Updated over a week ago
GOÄ-Support 🇩🇪
Learn how to add GOA details to your invoice
Written by
Demian
Updated over a week ago
How to correct payments
Learn how to correct incomplete or incorrect payments.
Written by
Demian
Updated over a week ago
How to show/hide practitioner details on invoices
Learn how to show or hide the practitioner name on your clinics invoices.
Written by
Leo
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
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
Demian
Updated over a week ago
Payment note with instructions
Learn how to leave a payment note with instructions to your front-desk
Written by
Demian
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
How to export Signed Forms
Learn how to export a report of all signed forms.
Written by
Demian
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