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> Use this file to discover available pages before exploring further.
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# Training for Accountants

The possibilities of revenue generation and expense management are endless on Clinicea. You think of a flow and we help you achieve it.

From Invoicing to managing Inventory, Services, Discounts- oh and wait for it¦Packages! Complications to simplicity. Here is a guide for your cashier, made as simple as can be!

## Invoicing:

Need to Invoice Patients for the Services and Products provided by the Clinic? Here is a look at some of the basics:

1.  Need to Bill your Patients, start off by creating a [New Bill](https://help.clinicea.com/en/article/how-to-create-a-bill-from-financials-1i9e1ql/).
    
2.  Be generous, throw in a [promotion](https://help.clinicea.com/en/article/how-to-apply-promotions-to-a-bill-16q3zlk/)!
    
3.  Oops, did you just make a [mistake](https://help.clinicea.com/en/article/what-to-do-if-i-make-a-mistake-with-a-bill-lma0wq/)? Would you rather [Cancel the Bill](https://help.clinicea.com/en/article/how-to-cancel-a-bill-1dgjycm/) and create a new one!
    
4.  You will need the option to [Search](https://help.clinicea.com/en/article/how-to-search-for-a-bill-package-and-payment-1y87xqw/) for Bills and Payments.
    
5.  Now comes the important bit, [processing a payment](https://help.clinicea.com/en/article/how-to-accept-a-new-payment-58vw4h/)!
    
6.  Knowing how to [Cancel a Payment](https://help.clinicea.com/en/article/how-to-cancel-a-payment-fy39fg/) may come handy.
    
7.  Do you have to [clear multiple outstanding Bills](https://help.clinicea.com/en/article/how-to-settle-pending-bills-ws9qt1/) of a Patient often? Easy peasy!
    
8.  Indecisive Patients, that [exchange items](https://help.clinicea.com/en/article/how-to-exchange-items-in-a-bill-1x78m3b/) often or need a [refund](https://help.clinicea.com/en/article/how-to-issue-a-refund-hz1j8d/)? Here you go!
    
9.  Need to [write-off](https://help.clinicea.com/en/article/how-to-write-off-a-bill-152ttcz/) outstanding Bills so that your accounts tally. Never been easier.
    
10.  With all the bills and payments being processed, refunds, exchange, write-offs- you want to check the Patients [transaction history](https://help.clinicea.com/en/article/how-to-view-transaction-history-6lqo3u/).
    

Does your role demand more in [Financials](https://help.clinicea.com/en/article/getting-started-with-financials-1jm98nq/) than just the basics? There is provision for all, just have a look!

## Packages

If your Clinic has provision for [Packages](https://help.clinicea.com/en/article/getting-started-with-packages-1amiux9/), here are some of the basics you need to know:

1.  [Bill a Package](https://help.clinicea.com/en/article/how-to-assign-a-new-package-to-the-patient-from-financials-1yhd9ml/).
    
2.  Create and bill a [Custom Package](https://help.clinicea.com/en/article/how-to-create-a-custom-package-19wisnq/).
    
3.  And [Bill Multiple Packages](https://help.clinicea.com/en/article/how-to-bill-multiple-packages-ncvcnk/)? You can do that too.
    
4.  Demanding Patients who want [additional discounts](https://help.clinicea.com/en/article/how-to-give-additional-discount-in-packages-1gemioc/) on Packages? here you go!
    
5.  Lastly, you can [cancel a package](https://help.clinicea.com/en/article/how-to-cancel-a-package-1pbn3uc/) too.
    

## Inventory

Managing [inventory](https://help.clinicea.com/en/article/getting-started-with-inventory-1dvp7g1/), maintaining stock, batching, vendors etc. can seem horrific! But fear no more, our inventory module is fairly straightforward. Here are the basics:

1.  Do you update your inventory list regularly by adding [new inventory items](https://help.clinicea.com/en/article/how-to-add-an-inventory-item-1xd0wf3/)?
    
2.  or [accept stock](https://help.clinicea.com/en/article/how-to-accept-incoming-stock-from-a-vendor-in-the-clinic-1h45ixs/) for older ones from your vendor.
    
3.  And need to increase stock for [individual items](https://help.clinicea.com/en/article/how-to-increase-stock-of-an-inventory-item-where-batching-is-not-required-sg09n0/) or multiple items.
    
4.  You should also know how to [reduce stock](https://help.clinicea.com/en/article/how-to-increasereduce-stock-1ksixop/).
    
5.  You can [configure batching](https://help.clinicea.com/en/article/how-to-configure-batching-for-an-inventory-1cxt9a4/) for Inventory too and here’s how you [manage](https://help.clinicea.com/en/article/how-to-configure-batching-for-an-inventory-1cxt9a4/) them!
    

## Reports

Everyone needs reports for a top level view of all that happens within the Clinic. The less fortunate have to create it by themselves which can be time consuming and mind boggling! But you, you have Clinicea! Clinicea gives you a choice of more than 50 odd Reports.

Here is how you can [view a Report](https://help.clinicea.com/en/article/how-to-view-reports-1wsacqt/). Your focus lies in the Finance and Inventory Reports, simply apply the filter and search!  

If you have any questions seek Support.  

## Support

This is not all, we have plenty of features you can explore and use as part of simplifying your Clinic flow. If you have questions, email us at [Support](mailto:support@clinicea.com) and we will answer as quickly as possible.

Too many features and workflows available on Clinicea and you don t know where to start?! Don’t worry: have a look at our [Getting Started](https://help.clinicea.com/en/) pages!