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Patient payments are recorded on invoices. Use Income for other money the clinic receives, for example course fees, renting out a room, or selling materials.

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šŸ“‹ The income list

Go to Finances ā†’ Income: Income list Filter by date, branch or user. Show Analytics shows the total for each income type.

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āž• Add an income

Click New Income (1): New Income
  1. Enter a Name and the Price (the amount received).
  2. Choose the Type and, if needed, the Subtype. Income types are set in Clinic ā†’ Types.
  3. Choose the Payment Type and check the Date.
  4. Check the Treasury the money goes into.
  5. Click Create.
Some incomes are created for you: selling items from inventory (a Sell order), and refunds of expense payments.