What this guide helps you do
The Billing area stores patient-level billing choices and lists invoices for the patient.
In this guide
- Set opening balance, concession, referral source, and invoice email
- Create an invoice for this patient
- Find and open an invoice
- Understand how billing settings affect future work
The Billing area in its normal view before any item is selected or edited.
Maintain billing details
1
Choose Edit
Review the current opening balance, concession type, referral source, and invoice email.
2
Change only verified information
A concession affects eligible service pricing; the invoice email controls where future invoice emails are addressed.
3
Save and check the header or account
Confirm the financial information now displays as expected.
Editable patient billing details with opening balance, concession, referral source, and invoice email.
Create or review an invoice
1
Choose New invoice
The new invoice starts with this patient selected.
2
Complete the invoice workflow
Add valid items, dates, billing details, and payment if appropriate.
3
Open an existing invoice
Select it from the patient’s invoice list; use page controls for older invoices.
The patient invoice list and New invoice action, followed by a selected invoice.
Things worth knowing
- An opening balance represents an amount brought into ClinyPal; do not use it in place of a normal invoice or payment.
- Detailed invoice creation, payment, sending, status, voiding, and write-off tasks have separate billing guides.
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