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.
Clinic platform
Subscription
Learn how trial, billable usage, invoices, payments, and read-only mode work for clinics.
After this guide, clinic admins should understand current charges, invoice status, and what to do after receiving an invoice.
Step-by-step
Step 1
Trial clinics can work normally. Invoices can still show the real calculation and then apply a trial discount so the amount is zero.
Step 2
Billing can count active membership days or billable work days depending on the subscription setup. Included users are not counted as additional users.
Step 3
Invoices can be exported for bank transfer. Admins can create payments linked to invoices so invoice status is updated clearly.
Common mistakes
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.
Related guides
Getting started
Set up the clinic in the order that prevents permission, calendar, and visit-form confusion later.
Notifications
Understand in-app and Telegram notifications for reminders, follow-ups, and visit changes.
Patients
Keep medical flags, notes, files, visits, referrals, follow-ups, and plans connected so doctors can understand the patient quickly.