Clinitech

Clinic platform

Subscription

Billing

Learn how trial, billable usage, invoices, payments, and read-only mode work for clinics.

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Clinic admins and owners

What this guide helps you finish

After this guide, clinic admins should understand current charges, invoice status, and what to do after receiving an invoice.

Estimated time: 10 minutes Best for: Clinic admins and owners

Step-by-step

Follow this order

1

Step 1

Understand the trial

Trial clinics can work normally. Invoices can still show the real calculation and then apply a trial discount so the amount is zero.

Use the trial to add staff, procedures, patients, and real visits.
Review invoices to understand future monthly cost.
Read-only mode should not block trial clinics.
2

Step 2

Review billable usage

Billing can count active membership days or billable work days depending on the subscription setup. Included users are not counted as additional users.

Open Billing from the user dropdown.
Review billable user days and daily user price.
Check recent invoices and payments.
3

Step 3

Pay or record payment

Invoices can be exported for bank transfer. Admins can create payments linked to invoices so invoice status is updated clearly.

Open invoice details before exporting.
Use provider credentials shown on the invoice for bank payment.
After payment, make sure the payment is recorded in Admin.

Common mistakes

Avoid these early

Draft invoices are not final until issued or managed by admin workflow.

Deleting users should not be used to hide previous billable activity.

Unrecorded payments make invoices look unpaid even when money was transferred.

Need help ?

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