Billing & Payments

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