💰 Finance Management
The finance module allows you to record, track and manage all income and expense transactions of your clinic.
📊 Statistics Cards
📈 Total Income
Sum of all income transactions.
📉 Total Expense
Sum of all expense transactions.
💼 Current Balance
Difference between income and expenses.
Transaction Types
📥 Income
Money coming into the clinic. For example: patient payment, insurance payment.
📤 Expense
Money going out of the clinic. For example: rent, salary, utility costs.
Payment Methods
💵
Cash
💳
Card
🏥
Insurance
🏦
Transfer
Creating a New Transaction
- 1. Click the "New Transaction" button
- 2. Select the transaction type
- 3. Enter the amount (AZN)
- 4. Write the category
- 5. Select the payment method
- 6. Add notes (optional)
- 7. Click the "Confirm" button
💡 Tips
Use the category field consistently. Write detailed information in the notes field. Record income and expense transactions on time.