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/)
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
MISCELLANEOUS
Also have a look at Income and Expense
Updated on: 15/04/2024
Thank you!