On this page: 

  • Important Set up Notes
  • Enable a Payment Gateway
  • Enable Prepayment
  • Invoice on the Consult Day



Important Set up Notes


  • When enabling pre-payments, please note that the pre-payment will be recorded as a voucher on the patient's profile for you to redeem on the day of their appointment. Please note you will be required to create a NEW invoice on the day of their appointment. Please read on how to redeem their credit voucher here.
  • To prevent doubling-up of payments in the reports, go to Business Setup -> Your Clinic -> Report Settings -> change the Hide Vouchers in Sales Reports setting to "Yes" -> SAVE
  • Some clinics do not want the details of the vouchers to be displayed on the Dashboard trading figures also, and if so, you can turn off the displaying of voucher amounts by going to Business Setup -> Your Clinic -> Dashboard settings -> Exclude vouchers from dashboard -> YES -> SAVE.



Enable a Payment Gateway


Step 1:  Without a payment gateway, the pre-payment will not be able to be processed. SimpleClinic integrates with Square and Stripe to process online payments. Information on setting these up can be found here.



Enable pre-payment


Step 2:  Go to Services -> Click the blue view button next to the Service -> In Prepayment Percentage, you can set the percentage of the consultation fee to take as prepayment -> Save


Please be aware if you are integrated with Xero, prepayment needs to be 100%, otherwise you will need to adjust invoices in Xero for every prepayment. 




Invoice on the consult day


Step 3: On the day of the consult you must redeem the voucher and provide an invoice for the day of the consult. This may be required for auditing reporting, or claiming for private health funds or NDIS etc. 


Please see this article for those steps.