Does the bank feed automatically differentiate between HICAPS, CASH, EFTPOS etc.? as is shown in your demo at 19:31? or is it more likely to appear as a lump sum payment with no differentiation?
Hi Andy, Thank you for a very informative video! Question: If I setup a payment type for example - CTP in Cliniko And I also setup the corresponding clearing account in Xero- 605 CTP cleaning account And I edit by CTP billable items in cliniko - ctp initial, ctp follow up items to send invoices to the CTP clearing account in Xero. So far so good. What do I do with CTP billable items such as report writing, AHRR forms which attract GST? Do I need to create a separate clearing account for GST items? Thank you! Aj
Hi AJ You won't need to make separate claering account for GST items. The clearing account only correspondends with the payment type rather than the income type. The GST should be determined by each service and the settings you have on those rather than the payment types. Hope that helps.
Can you just have it so only invoices integrate from Cliniko to xero.....not do payments in Cliniko? So the payments are completed in zero as we have 7 day payment period and all accounts are paid into our business account.
Hi Anne - unfortunately, at this stage, it's both invoices AND payments. If you don't have many different payment types, you could just get away with using 1 or 2 types of clearing accounts. Another alternative is if people pay you on a per invoice basis (rather than in bulk), you could reconcile each payment that comes into the bank against each invoice. You could set the Xero account for payments to be the main bank account. I'd recommend working with your accountant to come up with the process that best suits your business situation.
Does the bank feed automatically differentiate between HICAPS, CASH, EFTPOS etc.? as is shown in your demo at 19:31? or is it more likely to appear as a lump sum payment with no differentiation?
Hi Andy,
Thank you for a very informative video!
Question:
If I setup a payment type for example - CTP in Cliniko
And I also setup the corresponding clearing account in Xero- 605 CTP cleaning account
And I edit by CTP billable items in cliniko - ctp initial, ctp follow up items to send invoices to the CTP clearing account in Xero.
So far so good.
What do I do with CTP billable items such as report writing, AHRR forms which attract GST? Do I need to create a separate clearing account for GST items?
Thank you!
Aj
Hi AJ
You won't need to make separate claering account for GST items.
The clearing account only correspondends with the payment type rather than the income type.
The GST should be determined by each service and the settings you have on those rather than the payment types.
Hope that helps.
@@clarico Thankyou!
Can you just have it so only invoices integrate from Cliniko to xero.....not do payments in Cliniko? So the payments are completed in zero as we have 7 day payment period and all accounts are paid into our business account.
Hi Anne - unfortunately, at this stage, it's both invoices AND payments. If you don't have many different payment types, you could just get away with using 1 or 2 types of clearing accounts.
Another alternative is if people pay you on a per invoice basis (rather than in bulk), you could reconcile each payment that comes into the bank against each invoice. You could set the Xero account for payments to be the main bank account.
I'd recommend working with your accountant to come up with the process that best suits your business situation.