Billing role guide
Use the billing guide to check payments, deposits, refunds, invoices, exports, and finance hand-offs for your private clinic.
Role: Billing · you manage the financial side of the practice — payments, ledger, commission, and accounting exports. You cannot access clinical records or patient communications.
Your surfaces
Payments (/practice/payments)
View all patient charges in real time. Held deposits show Capture and Void buttons — use these when a patient attends (Capture) or cancels (Void).
Finance (/practice/finance)
- Overview — 12-week revenue trend, net takings, commission accrued.
- Commission — set commission rules per clinician or for all clinicians. Run Compute to generate entries from recent payments. Use "Mark all paid" to record payout.
- Export — download a CSV ledger for your accountant (Xero / QuickBooks ready).
Monthly workflow
- Payments — review any failed charges; reissue or write off.
- Finance → Commission → Compute for the month → review entries → Mark all paid once transferred.
- Finance → Export → download ledger CSV → send to accountant.
What you cannot do
- View clinical cases, prescriptions, or patient health data.
- Trigger refunds (done in Stripe Dashboard — the status updates automatically here).
- Change staff or practice settings.