At a glance
Receipt totals come from Point of sale checkouts. Open invoices, stock, and patient AR update here. Clerks do not need access to this Finance page.
POS terminal setup
Branding and defaults sync to the cashier POS (same browser). Clerks sign in with employee ID only; receipts show ID, not name. Logo is stored locally (demo) — use a small PNG/JPG.
Receipt watermark (POS)
Shows on receipt preview and printed receipts. Use | or a new line for stacked text. Try “not a tax document”, “copy”, or duplicate side-by-side styles.
Semi-advanced POS options
Patient accounts (AR)
Track balances owed by patient with professional AR workflow cues: aging, last activity, balance class, and controlled adjustments. Production should enforce permissions and audit every change.
Balances
| MRN | Name | Balance | Status | Last activity |
|---|
Orders & invoices
Create, edit, view, email, download, and manage invoices for patient care, insurance, supplies, vendor purchases, grants, and internal expenses.
Create invoice / order
Invoice email template
Put layout in the HTML <style> block; use the CSS tab only for optional overrides merged into <head> on download. Copy / focus tools and live preview below. Merge tags: {{logoUrl}}, {{companyName}}, {{address}}, {{invoiceNo}}, {{status}}, {{debtorType}}, {{category}}, {{patientLabel}}, {{date}}, {{dueDate}}, {{description}}, {{total}}, {{storeEmail}}.
HTML — full invoice document. CSS — optional extra rules for preview and downloaded HTML.
Form summary
| Invoice # | Date | Due | Type | Patient / debtor | Total | Status | Actions |
|---|
Retail products (POS)
SKU catalog for the cashier — separate from the supply inventory ledger. POS sales decrement these quantities.
Stock on hand
| SKU | Name | Price | Qty | Reorder |
|---|
Inventory policy
Defaults for Inventory: UOM, storage zone list, SKU prefix hint, par lead time, and usage forecast window (days). Stored in this browser (localStorage).
Payroll
Professional payroll workspace for employee master data, department, employment type, hours/salary, allowances, deductions, benefits, taxes, status, and pay-run posting.
Employee compensation profile
Staff compensation
| Name | Role | Dept | Type | Payment details | Gross | Benefits | Deductions | Tax | Net | Status | Last run | Actions |
|---|