Day in the life
Example workflow
At checkout, staff create the invoice from catalogue items, send payment, and track outstanding balances from the accounts workspace.
Accounts and payments
Create invoices, collect payments, reconcile exceptions, generate statements, and keep balances visible in the patient workspace.
Live workflow row
How this appears inside the clinic day
Outstanding
Accounts
Day in the life
At checkout, staff create the invoice from catalogue items, send payment, and track outstanding balances from the accounts workspace.
What the clinic sees
Accounts overview, invoices, reconciliation, patient payments, statements, catalogue, and Stripe settings.