> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Services and prices

> Price the things you charge for that are not stock — a delivery fee, a blood-pressure check, a compounding charge — and group them into categories.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const TaskHeader = ({before, time, after}) => <div className="ck-task">
    {before ? <div className="ck-task__cell">
        <div className="ck-task__title">Before you start</div>
        <p className="ck-task__body">{before}</p>
      </div> : null}

    {time ? <div className="ck-task__cell">
        <div className="ck-task__title">Takes about</div>
        <p className="ck-task__body">{time}</p>
      </div> : null}

    {after ? <div className="ck-task__cell">
        <div className="ck-task__title">When you're done</div>
        <p className="ck-task__body">{after}</p>
      </div> : null}
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['pharmacy']} plans="All plans" roles="Not reachable by a cashier or a pharmacy technician; pricing here is not separately gated" />

A pharmacy sells stock, and stock is priced where it is received — in [Inventory](/pharmacy/inventory/index). **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.

<Path steps={['Sidebar', 'Billing', 'Services']} />

<TaskHeader before="A list of the non-stock things you charge for, and what each one costs" time="1 minute per service" after="Priced services you can pick on an invoice or a payment" />

<Note>
  **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.
</Note>

## 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:

| Tab            | What it holds                                                                                                                                                                                                                              |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Overview**   | Four tiles — **Total Services**, **Active Services**, **Service Types**, **Inactive Services** — then **Service Categories** and **Recent Services** side by side, each with **View All**                                                  |
| **Services**   | The full list: **Service Name**, **Code**, **Type**, **Category**, **Price**, **Status**, with **Filter services...** and a type filter (**All Types**, **Consultation**, **Procedure**, **Administration**, **Accommodation**, **Other**) |
| **Categories** | Your groupings, each with its description and status                                                                                                                                                                                       |

**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.

## Add a service

<Steps>
  <Step title="Select New Service">
    From any tab except **Categories**. The **Add New Service** sheet opens.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## Group services into categories

<Steps>
  <Step title="Open the Categories tab">
    The header button becomes **New Category**.
  </Step>

  <Step title="Name and describe it">
    **Category Name\*** plus an optional **Description**. Keep the set small — "Delivery", "Health checks", "Dispensing" beats twenty near-identical groups.
  </Step>

  <Step title="Save">
    The category is immediately available in **Service Category** on the service sheet, and appears on the **Overview** card.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Edit the service">
    Open the row menu on the **Services** tab — **Copy ID**, **Edit Service**, **Delete Service** — and choose **Edit Service**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

## Who can do this

**Role** decides whether **Billing** opens at all: a **Cashier / Till Operator** reaches only **POS** and **Sales**, and a **Pharmacy Technician**'s sidebar stops before the money screens. Inside it, pricing is not separately gated in the Pharmacy edition — no pharmacy permission slug governs the service list, so anyone who can reach the screen can change what you charge.

| Action                                 | Who by default                                     | Governed by                                                  |
| -------------------------------------- | -------------------------------------------------- | ------------------------------------------------------------ |
| Open **Services** at all               | Any role except a Cashier or a Pharmacy Technician | Role — neither of those two has **Billing** in their sidebar |
| **New Service**, **New Category**      | Everyone who can open **Billing**                  | Role                                                         |
| **Edit Service**, retire a service     | Everyone who can open **Billing**                  | Role                                                         |
| **Delete Service**, delete a category  | Everyone who can open **Billing**                  | Role                                                         |
| Change a price *on a sale at the till* | Pharmacy Manager, Dispensing Supervisor            | **Override the selling price**                               |

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](/platform/team/permissions).

## 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](/pharmacy/money/billing).
* A retired service has an **Inactive** badge, is counted under **Inactive Services**, and no longer appears on a new invoice.

## Common issues

<AccordionGroup>
  <Accordion title="'No services found' when raising an invoice">
    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.
  </Accordion>

  <Accordion title="The Code column shows '-'">
    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.
  </Accordion>

  <Accordion title="'Failed to save service'">
    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.
  </Accordion>

  <Accordion title="'Failed to load service categories'">
    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.
  </Accordion>

  <Accordion title="I deleted a service and old invoices look wrong">
    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.
  </Accordion>

  <Accordion title="Picking a date range changes nothing">
    The picker beside **Refresh** does not filter this screen — a price list has no period. Use **Filter services...** and the type filter instead.
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Does a service need stock?">
    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](/pharmacy/inventory/index) instead.
  </Accordion>

  <Accordion title="Should I price my medicines here?">
    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.
  </Accordion>

  <Accordion title="Can I sell a service at the till?">
    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](/pharmacy/money/billing) and [Payments](/pharmacy/money/payments).
  </Accordion>

  <Accordion title="What is the difference between a type and a category?">
    **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.
  </Accordion>

  <Accordion title="Do prices here change automatically with my currency?">
    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.
  </Accordion>
</AccordionGroup>

<StillStuck topic="services and prices" />