You can define the private billing products and non-insurable services you offer at your clinic. You manually set the price, code and track stock quantities.

After you add a private billing item, you can update its stock amounts and other stock settings. To learn more, see Managing your products and stock.

⚠️ Important: If you delete a product, it is removed from all bills even if they are paid. Instead of deleting, make the stock zero.

Steps

  1. From the main menu, navigate to Settings > Product.

  2. To add a new item, at the top-right corner, click +Add Product.

    📌 Note: Click an existing product name to edit, or click the X to delete.

  3. Type the Description, Unit, Code and Amount.

    📌 Note: Required items have a red star.

  4. Under Amount, choose a currency from the list.

  5. Select if the item is Stockable, if selecting Yes, add a Low Quantity Threshold amount. This enables you to track quantities and quickly see when you are low on stock.

  6. Under Tax, select if you would like to charge GST.

  7. Click Save.

Updated August 10, 2022

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