Finance & ledger
Review gross revenue, refunds, net revenue, clinician commissions, and ledger exports for a clear UK clinic finance process.
Use /practice/finance to read the append-only money ledger, calculate clinician commission, record payouts, and export rows for accounting.
Read the ledger
The Overview tab shows gross taken, refunds, net, commission accrued, and each credit or debit entry for the selected period. Payments and refunds appear automatically.
Calculate commission
- Open Commission → New rule.
- Apply the rule to All clinicians or One clinician.
- Enter a percentage and leave the rule Active, then save.
- Select Compute for the selected period.
- After paying clinicians, select Mark all paid.
Computing is safe to repeat: the same payment is not counted twice. The ledger records payment and captured-deposit credits, refund debits, and commission-payout debits.
Export for your accountant
Open Export, choose the period, and select Download the ledger as CSV. Send the file to your accountant or import it into Xero or QuickBooks.