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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.

📋 The income list

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

➕ 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 → 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.