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

](https://help.clinicea.com/en/article/how-to-add-tax-rates-1dpvfay/)

• 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 set up and use Authorised Payments

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

• How to Cancel a Payment

• How to use Closing

PACKAGES

• Getting Started with Packages

MISCELLANEOUS

Also have a look at Income and Expense

Updated on: 15/04/2024