Getting Started with Financials

A step by step guide on how to use Financials on Clinicea.

BASIC BILLING

How to add and edit Services

How to create a Bill from Financials

How to use bill using a Barcode Scanner

How to Apply Promotions to a Bill

How to take an Advance from a Patient

How to enter an old Bill

How to Cancel a Bill

What to do if I make a mistake with a Bill

How to give away a service or inventory Free of Cost (FOC) to the Patient.

How to Search for a Bill, Package and Payment

How to add Tax Rates


How to Setup GST

How to set up Preferences in Financials

How to add GSTIN for a Patient


ADVANCED BILLING

How to handle Consumables when completing a Service

How to update Services across multiple clinics

How to Edit a Bill

How to Edit Bill Total

How to exchange items in a Bill

How to issue a Refund

How to Write-Off a Bill

How to View Client History when creating a Bill

How to view Transaction History

How to Delete a Bill

How to setup Discount Authorisation

How does Authorisation work when giving Discounts in a Bill

How to compute Commission for Service Items

How to integrate Clinicea with Tally


HANDLING PAYMENTS

How to Edit a Payment

How to accept a New Payment

How to settle Pending Bills

How to Authorise Payments

How to process Debit/Credit Card payments via your PDQ terminal

How to Cancel a Payment

How to use Closing

Also have a look at Getting Started with Payment Terms


PACKAGES

Also have a look at

Income and Expense.

[How to record miscellaneous Income and Expenses](https://help.clinicea.com/en/article/how-to-record-miscellaneous-income-and-expenses-1yxvlf/" target="_blank" rel="noopener noreferrer" role="link" class="csh-markdown csh-markdown-link csh-markdown-link-text">Getting Started with Packages

Updated on: 23/06/2023