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A pharmacy sells stock, and stock is priced where it is received — in Inventory. Services is for everything else you charge for: a delivery fee, a blood-pressure or blood-sugar check, a private consultation, a compounding or dispensing charge, a monthly account fee. Without something on this list, an invoice has nothing to put on its lines.
This screen is shared with the other ClinikEHR editions, so its wording is clinic-flavoured — “clinic”, “consultation”, “accommodation”. It behaves exactly as described here; only the vocabulary has not been translated for a pharmacy.

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What you’re looking at

The heading reads Services Dashboard — “Manage your clinic’s services, prices, and categories”. Alongside it sit a date-range picker, Refresh, and one create button that swaps with the tab: New Category while Categories is open, New Service everywhere else. You will never see both at once. Three tabs: Status is a badge: Active (offered) or Inactive (retired — kept on the record, not offered). Code is generated for you from the pharmacy name and the category; select it to copy it. A pharmacy that has never priced a service sees No services found — “Get started by adding your first service.” — with an Add Service button, and No categories found on the third tab. Prices always render in your own currency, whatever that is.

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Add a service

1

Select New Service

From any tab except Categories. The Add New Service sheet opens.
2

Name it the way you would say it out loud

Service Name* is what appears on the invoice line and on the customer’s receipt — “Home delivery”, “Blood pressure check”, “Compounding fee”. Avoid internal shorthand nobody outside the counter would recognise.
3

Set the price

Price* is what you charge, in your workspace’s currency. It is a price, not a cost — this list has no cost side and no margin, because there is no stock behind it.
4

Choose a type and a category

Service Type* offers Consultation, Procedure, Administration, Accommodation and Other; a delivery or account fee is usually Administration, a BP check a Procedure. Service Category is optional but drives the generated Code, so set one before you have fifty rows to sort out.
5

Fill in the optional fields and save

Procedure Code and Description are free text. Leave Active on so the service can be charged. Saving closes the sheet and the new row appears at the top of Recent Services.

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Group services into categories

1

Open the Categories tab

The header button becomes New Category.
2

Name and describe it

Category Name* plus an optional Description. Keep the set small — “Delivery”, “Health checks”, “Dispensing” beats twenty near-identical groups.
3

Save

The category is immediately available in Service Category on the service sheet, and appears on the Overview card.

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Retire a service you no longer offer

Prefer this to deleting. A retired service keeps every historical invoice line readable; a deleted one leaves old paperwork pointing at nothing.
1

Edit the service

Open the row menu on the Services tab — Copy ID, Edit Service, Delete Service — and choose Edit Service.
2

Turn Active off and save

The badge becomes Inactive and the service stops being offered on new invoices. It stays in the list and on the Inactive Services tile.
Delete Service is a two-step control — it changes to Confirm Delete? and the second click removes the service permanently. Use it only for something priced by mistake and never charged. Anything a customer has been billed for should be made Inactive instead.

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Who can do this

Role decides whether Billing opens at all. Inside it, pricing is not separately gated in the Pharmacy edition — there is no “may set prices” permission, so anyone who can reach the screen can change what you charge. That last row is the distinction worth holding on to: Override the selling price governs a one-off change on the sale in front of a customer, not the standing price set here. Two behaviours surprise people:
  • Enforcement is opt-in, per person. A colleague never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. Hiding a screen from someone’s sidebar is a convenience, not a boundary.
Where a money figure elsewhere in the product is permission-gated it reads “Hidden — needs authorisation from your clinic owner.” or the card disappears — never a zero. Nothing on this screen is gated that way, because a price list is not a takings figure. See Staff permissions.

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Check it worked

  • The service appears on the Services tab with the right Price and an Active badge.
  • Total Services and Active Services on Overview have gone up by one.
  • The service is offered on the invoice form’s line picker — see Invoices and payments.
  • A retired service has an Inactive badge, is counted under Inactive Services, and no longer appears on a new invoice.

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Common issues

The invoice line picker searches this list, so an empty list makes a first invoice feel broken when it is not. Add the services you charge for here first.
Codes are generated from the pharmacy name and the category, so a service saved with no Service Category has nothing to build from. Edit the service, set a category, and save.
Usually a missing required field — Service Name, Price and Service Type all carry an asterisk — or a price typed with a currency symbol or a thousands separator. Enter digits only.
The sheet could not fetch your categories, so the picker is empty. Close it, select Refresh, and reopen. If it persists, the connection dropped — this screen has no offline mode.
Deleting is permanent and historical lines lose what they pointed at. Recreate the service with the same name and price to make the paperwork readable again, then retire it with Active off rather than deleting.
The picker beside Refresh does not filter this screen — a price list has no period. Use Filter services… and the type filter instead.

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FAQ

No — that is the whole point of the list. A service has a price and no stock line, nothing is drawn down when you charge for it, and it never appears on a stock count. Anything you take off a shelf belongs in Inventory instead.
No. Stock is priced on the product itself when it is received, and that is the price the till uses. Putting a medicine on this list gives you two prices that will drift apart, and the one on the shelf will win.
The till sells stock. A non-stock charge is billed — raise an invoice, or take it as a direct payment against the customer. See Invoices and payments and Payments.
Service Type is a fixed set the product uses to classify the charge. Service Category is yours — you name it, it groups the list and it feeds the generated code. Most pharmacies need three or four categories and never touch the types again.
They render in whatever currency your workspace is set to, but the number itself is unchanged. If you switch currency, revisit this list — nothing converts a price for you.