Administration, Finance, and Analytics

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

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23 articles in this collection
Written by Daniel, Richard, Jonathan and 2 others

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