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Four settings on this tab decide how money is written down in your lab: which currency, how much tax, whether you charge at all, and whether a fixed fee is added to each test or visit.

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What this tab controls

The card is headed Billing Settings — “Manage your clinic’s billing and payment settings.” Its footer reads “These settings affect how invoices and receipts are generated.” A manager or an accountant sees the whole form with the current values, every field greyed out, and no save button and no explanation. If a field will not take an edit, that is why.

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Set it up

1

Choose your currency

Open Currency and type the name or the three-letter code. Pick the currency you actually invoice in. This one choice matters more than the rest of the tab.
2

Enter your tax rate

Type the percentage into Tax Rate (%). Leave it at 0 if you do not add tax.
3

Add a flat fee, if you charge one

Enter an amount under Flat Rate Fee → Fee Amount — a registration or handling fee applied to each visit.
4

Add a percentage charge, if you levy one

Switch on Additional Charge, give it a Charge Name a payer will understand on an invoice, and set the Charge Rate (%).
5

Save Changes

Select Save Changes. You get “Billing settings updated successfully”.

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What changes once you save

Two things people expect and which do not happen:
  • Changing currency does not re-price anything. A test priced at 5,000 becomes 5,000 of the new currency — the number is untouched and no conversion happens. Change currency before you start invoicing, not after.
  • Nothing already issued is re-generated. An invoice a referring clinic already holds keeps the tax and currency it was made with.
The money on this tab is your patients’ and referrers’ money. What you pay ClinikEHR for the lab itself is a separate subject — see Change your plan and Invoices and receipts.

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Check it worked

Reload the tab and confirm the values held. Then open your test pricing: amounts should carry the new symbol. Raise a small test invoice and check the tax line and any flat fee before you send a real one — and check a referrer statement, since those are the invoices that get queried.

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Common issues

You are a manager or an accountant. The whole tab is owner-only to edit, and gives no message saying so. Ask the lab owner, or see Roles.
Free Clinic Mode is on — it hides them rather than disabling them, and puts a Free Clinic badge in the header. Switch it off to get them back.
A percentage is out of range. Tax and the additional charge must both be between 0 and 100 — “Tax rate cannot exceed 100%.” and “Additional charge rate cannot exceed 100%.”
They are showing the amount they were recorded with, under the new symbol. Nothing was converted. If you changed currency after invoicing, decide whether to correct the affected records before running a report.
That follows this tab. Naira gives Paystack; every other currency gives Stripe. Set the currency here first.
It was generated before you saved. Only documents produced afterwards carry the new rate. See Referrer billing.