Your own named tax rates
Set up GST, VAT, an exempt rate, or a reduced rate, whatever your jurisdiction and services actually need, named the way your accountant expects.
Invoices, payments, refunds, online payments, patient credit, retail products, expenses, and tax: one connected ledger, not eight tools bolted together.
Money handled inside the same record
Build an invoice from services and products, apply promotions, and send it, with full change history so you always know what happened and when.
Record a payment split across cash and card in one go, apply it across several unpaid invoices, and reverse it cleanly later. The balance always tells the truth.
Connect the processor you already bank with, then send a secure single-use link for one invoice or a patient's whole outstanding balance.
Invoice Settings defines clinic-wide defaults that apply to every invoice automatically: nothing to configure per invoice, ever.
Invoices and payments are the visible half. These are the parts that decide whether your books actually reconcile at the end of the month.
Your own named rates, applied per line item, inclusive or exclusive: set once at the clinic level.
Set up GST, VAT, an exempt rate, or a reduced rate, whatever your jurisdiction and services actually need, named the way your accountant expects.
A taxable service and a tax-exempt product can sit on the same invoice, each taxed correctly, because the rate lives on the line item, not the whole document.
Choose whether your listed prices already include tax, or tax gets added on top at invoice time: set once at the clinic level, calculated consistently everywhere.
Change your tax rate next quarter, and every invoice already sent still shows the rate that actually applied. No retroactive recalculation of history.
See total tax collected across a period at a glance: the number you actually need when it's time to file.
Retail products carry their own tax rate independently of the services they're sold alongside: a supplement and a consultation don't have to be taxed the same way.
Vendor and category tracking, with month-over-month spend trends alongside your revenue.
Log who you paid, not just how much, so a report on "who do we spend the most with" is a real answer, not a guess.
Rent, supplies, software, whatever categories make sense for your clinic: each expense gets one, so the totals sort themselves.
Record the tax paid on each expense apart from the total, and see at a glance which expenses are still missing a tax entry.
Current month against previous, broken down by category and top vendor: spend trends surface without building a spreadsheet.
The largest expense this period, and who it was paid to, is called out directly: the outlier you'd want to check first.
Remove an expense from active view without deleting the record. Your historical spend totals stay accurate.
A running credit balance per patient, offered automatically against the next invoice.
Refund a paid invoice to account credit instead of the card, and the value lands directly on the patient's credit balance, linked back to the invoice it came from.
Migrate a credit already on file into a real entry, tracked the same way as any other.
A real audit trail, not one opaque balance.
Applying it sits right in the payment step.
Shows on the record and in the invoice drawer, so staff always know what's on file before quoting a balance owed.
The ledger never loses history.
Retail products and consumables with real stock levels, straight onto the invoice.
Name, item code, cost price, sale price, and starting stock level: everything needed to sell it and track margin.
Tracked separately from take-home items, so stock counts and margin math both stay honest.
See stock levels right in the list: nothing subtle about a product that's about to run out.
Add a product as a line item with its own tax rate. Sold at checkout in seconds, not looked up separately.
Restocking and expense tracking start from the same place product records already live.
The right retail item is already suggested when that kind of visit is booked.
Services, retail products, and consumables in one priced catalogue: set up once, reused on every invoice.
Raised from the appointment itself, with prices locked in at issue time.
Multiple methods, part-payments, refunds, voids, and write-offs.
Stripe, PayPal, or Square, plus a secure pay-by-link.
Sent straight to a patient's inbox from the billing screen, formatted automatically.
Where a patient's credit balance and billing history live alongside the rest of their chart.
Revenue, tax collected, and spend, rolled up across every invoice and expense.
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