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Billing & Payments
💳
Billing & Payments
29 articles
Platform subscription & billing
Clinit SaaS plan, invoices, and payment gateways.
1 min read
Connecting Paymob for card payments
Accept Visa, Mastercard, Meeza, and digital wallets — full Paymob integration walkthrough with webhook setup.
8 min read
Billing & invoices
Create, edit, pay, and installment plans.
1 min read
Doctor commissions (view)
How commission rules apply to your visits.
1 min read
Payments & methods
Cash, card, InstaPay, portal proofs.
1 min read
Finance hub (P&L, ledger, payroll)
Expenses, chart of accounts, journal, and Egyptian payroll.
1 min read
Creating and sending invoices
Generate itemised invoices from completed sessions, apply discounts or insurance deductions, and send via WhatsApp.
4 min read
Credit notes & refunds
Issue credit notes and align with Paymob refunds.
1 min read
Portal payment receipts
Approve InstaPay / transfer screenshots.
1 min read
Analytics & executive reports
Revenue, cohort, LTV, doctor performance, clinic at a glance.
1 min read
Setting up instalment plans
Split large treatment costs across multiple payments with automatic due-date reminders via WhatsApp.
5 min read
Managing insurance pre-authorisation and claims
Submit pre-auth requests, track approval status, and reconcile insurance payments against invoices.
7 min read
Insurance & prior authorization
Claims and prior auth status (if enabled).
1 min read
Running end-of-day reconciliation
Balance your daily cash, card, and digital payments against Clinit records in minutes.
3 min read
Invoice installments
Split payments with progress tracking.
1 min read
Credit notes
Issue credits against paid invoices.
1 min read
Overdue invoice escalation
Banner and collection workflow.
1 min read
Insurance claims
Submit and track payer claims.
1 min read
Prior authorization
Auth status before high-cost procedures.
1 min read
Finance ledger & journal
Double-entry postings explained.
1 min read
Bank reconciliation
CSV import and match to payments.
1 min read
Petty cash floats
Front-desk cash in/out.
1 min read
Doctor commissions
Rules and payout reports.
1 min read
Portal payment methods
InstaPay, card, and proof upload.
1 min read
Cohort retention analytics
Returning patient cohort charts.
1 min read
Patient LTV analytics
Lifetime value by segment.
1 min read
Demand forecast AI
Operational narrative from appointment data.
1 min read
Daily report launcher
End-of-day printable summary.
1 min read
Clinic at a Glance
Owner single-screen operational view.
1 min read
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