4
financial statements built-in
15+
payment methods supported
9
auto journal job types
Overview
Collect payments at the point of care, manage treasuries and expenses, and optionally run full double-entry accounting — invoices spawn from sessions and stays, journal entries post automatically, and shift closing reconciles cash so nothing slips through.
From clinic floor to ledger
Illustrative — every event queues a balanced journal entry
Shift closing lifecycle
Every payment balances
Illustrative example — session payment
Debit
Cash drawer
Credit
Session revenue
Real-world use cases
Bill and collect on the same visit
Session invoices calculate examination totals, discounts, and insurance splits — record cash, card, or wallet payments and the receipt updates instantly.
Close the day with confidence
Open a shift, record every payment and expense, then close — expected vs actual cash per method shows exactly where you stand before you lock transactions.
Run statements without exporting
Trial balance, income statement, balance sheet, and general ledger built from posted journals — no spreadsheet dump required.
Pay doctors their commission
Commission splits calculate on each payment; bulk payout clears dues and posts the journal entry in one action.
What you get
Clinical invoices
Invoices linked to sessions, packages, orders, and inpatient stays with serial numbers, discounts, and insurance fields.
Multi-method payments
Cash, card, mobile wallets, bank, insurance, installments, and patient wallet — each mapped to treasury and GL accounts.
Treasury management
Multiple cash drawers with live balances, transfers, analytics, and user/branch restrictions.
Expense tracking
Manual and recurring expenses with categories, treasury links, and automatic journal posting.
Patient wallet
Deposits, loyalty conversions, wallet payments, and goodwill refunds — all flowing through treasury and GL.
Shift governance
Open → close → approve workflow with transaction locking and daily summaries.
Double-entry GL
Chart of accounts, manual and auto-generated journal entries, fixed assets with depreciation.
Financial statements
Trial balance, P&L, balance sheet, and account-level general ledger drill-down.
How it works
- 1
Care generates invoices
Sessions, packages, orders, and stays create patient invoices with line items and commission splits.
- 2
Payments flow to treasury
Each payment updates invoice status, treasury balance, and queues a balanced journal entry.
- 3
Close and report
Shift closing locks the day's transactions; financial statements reflect every posted entry.
Need implementation details, APIs, or workflows?
Read the full documentationRelated modules
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