Clinicminds

Learn why there's a difference between the cash register and invoice.

The cash register shows the invoice as outstanding, the record shows the invoice as paid

Learn everything you need to know about the Clinicminds cash register

Cash Register

Learn what information is visible in the Clinicminds Revenue monitor

Revenue monitor

Learn how to close a record without creating an invoice.

Close a record without invoicing

Learn how to correct incomplete or incorrect payments.

How to correct payments

Learn how to add GOA details to your invoice

GOÄ-Support 🇩🇪

Learn how to show or hide the practitioner name on your clinics invoices.

How to show/hide practitioner details on invoices

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

Wallet payments and Cash register

Learn how to add or edit multiple bookkeeping codes through one window to streamline your bookkeeping

Add or edit bookkeeping codes

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

Delete credit invoice

How to create a quote and send it to your patient

How to create and send a quote

Learn hoe to manually add credit to the patient's wallet

Add money to the patient's wallet

How to create an invoice by converting a quote and send it to your patient

How to create and send an invoice

Follow the steps to invoice a treatment or product sale

How to invoice a treatment or product sale

How to invoice a quote

This article explains how to edit an invoice after payment has been registered

How do I edit an invoice

How to finalize an invoice

How to register a payment for an outstanding invoice?

Register payment  - outstanding invoice?

How do I register a payment for an outstanding invoice or quote

How to register a payment, prepayment or outstanding payment

Learn how to print customs texts on invoices (category specific) to carefully instruct your patients.

Custom text on invoices

Learn how to leave a payment note with instructions to your front-desk

Payment note with instructions

Credit an invoice

In this article we explain how to handle prepayment post-consultation for scheduled treatments and small surgeries.

Best practices for handling prepayments

Pablo

Richard

Gaddy

Payment, Quote and Invoice registration

Clinicminds Homepage

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Track the progress of all tickets related to your company.

Tickets portal.

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