The money side, kept straight.
From the visit to the receipt to your accounting software: invoices that keep the prices you charged, payments taken however patients pay, and every fix on the record.
Five steps, and only one of them is yours.
This is what happens between a patient arriving and your ledger being right. The front desk does step three.
What you avoid: Unbilled or double-billed visits · a missing invoice number · chasing a patient who already paid.
Take the money. ClinyPal works out where it goes.
Card, cash, bank transfer, account credit or any method you add, mixed in one payment. One payment can settle several invoices, oldest first or the way you choose. Anything extra becomes account credit.
Products and stock, on the same invoice.
Sell braces, tape, insoles, creams and anything else alongside your visits, on the same invoice. Attach products to an appointment type and they’re on the invoice already. List what a service uses up, and it comes off stock when the visit is invoiced. Set a reorder level for each product, and anything running low shows on the dashboard. The Stock valuation report shows what’s on your shelves, and Expenses track what you spend.
Patient credit that’s spent, not lost.
When a patient pays more than they owe, tops up in advance, or is refunded to their account, it’s kept as credit on their record. It’s used on their next invoice, by your team or when they pay, and the Patient credit balances report shows who holds credit and how much.
Nine things, one ledger.
Each line below is part of the same record set — not modules you buy separately or switch between.
The answers people ask before they switch.
| Insurance claims | ClinyPal is built for self-pay and private-pay clinics: invoices, card payments and payment links. It doesn't submit insurance claims. |
|---|---|
| Invoice numbering | Gapless per clinic, allocated atomically at creation. Prefix and padding are frozen with the number, so format changes never renumber issued invoices. |
| Standalone invoices | Supported. An invoice does not need an appointment — useful for product-only sales and account settlements. |
| Episodes of care | Invoices can be grouped under a patient case, with a running total shown against what that episode allows. |
| Deleted patients | The financial record survives. The invoice keeps its billed-to snapshot even when the patient link is gone. |
| Payment methods | Card, cash, bank transfer, account credit and anything else you define — combinable within one payment session. |
| Accounting | Issued invoices sync to QuickBooks Online, Xero or Zoho Books; payment providers reconcile through their own webhooks rather than manual entry. |
| Currency & locale | Set per clinic at signup, with each location carrying its own registration details onto its invoices. |