Understand how clinic and laboratory finance records relate to orders, payments, credits, and statements.

Finance begins with the order but has its own lifecycle. A completed laboratory order can create an invoice; payments, credits, overpayments, expenses, and statements then change the account position without changing the clinical case.

Record relationships

1. an order establishes the practice, products, prices, and currency;
2. completion creates or enables the invoice according to lab settings;
3. payment activity reduces the amount due;
4. a credit note reduces or offsets billed value;
5. an overpayment remains available for allocation or refund;
6. statements summarize account activity for a period;
7. aged balances group outstanding value by lateness.

Responsibilities

• The laboratory owns invoice and finance configuration.
• The clinic reviews what connected labs bill and manages its permitted payment methods.
• Owners control subscriptions, Stripe connections, and saved payment methods.
• Lab owners/admins can access finance adjustments such as reconciliation.

Continue with Laboratory finance or Clinic finance.