Automated Invoicing and Payment Reconciliation:

When an appointment is completed in Cliniko, QuickBooks automatically generates an invoice for the session. Payments received are automatically reconciled with the corresponding invoice in QuickBooks, ensuring accurate financial records and reducing manual bookkeeping. This streamlines the billing process, improves cash flow management, and minimizes errors.

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Expense Tracking and Reporting:

Expenses entered in Cliniko, such as supplies or equipment costs related to a session, are automatically logged in QuickBooks. These expenses are categorized and included in financial reports. This automation ensures accurate and up-to-date expense tracking, aiding in financial planning and budgeting for healthcare practices.

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Client Payment Reminders:

When a client invoice is overdue in QuickBooks, Cliniko triggers an automatic reminder email to the client. This reminder includes payment details and a link to settle the invoice online. By automating payment reminders, healthcare providers can reduce outstanding balances and improve payment collection efficiency.