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ClinicQ help center/Money

Money

Create an invoice, take payment, and manage a balance

Record what the patient owes, what was received, and what still needs attention.
Who this is for
Receptionists, accountants, administrators, and owners
Where to go
Payments or the patient's profile
What you will finish
The patient's balance matches the money actually received.

Create or review the invoice

  1. Open the appointment or patient profile and find the invoice.
  2. Check patient, service, amount, discount, and currency.
  3. Create the invoice only once for the same charge.
  4. If something is wrong, correct it before recording payment.

Record payment

  1. Choose the actual payment method.
  2. Enter the amount that was truly received.
  3. Confirm the payment reference when ClinicQ asks for one.
  4. Save and check the remaining balance.
  5. Give or send the clinic's approved receipt.

Debt, refund, or correction

  1. Leave an unpaid amount visible as a balance and agree on the next contact.
  2. Use a follow-up for collection work.
  3. Only staff with refund or discount access should perform those actions.
  4. Record the reason and review the final total after any change.
MoneyManage packages, loyalty, and referralsFront deskCreate and maintain a patient profileManaging the clinicRead the dashboard, reports, and return-visit work