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This tab decides the shape of every amount your practice charges — which currency it is in, what tax goes on top, and any standing fee or percentage that should be added to each visit. Get it right once and every invoice, receipt and price label follows. The sidebar names this tab Billing & Plans and describes it as “Subscription and payments”, but everything you save here is about how your money is presented to your clients. Changing which ClinikEHR plan you pay for is a separate job — see Change your plan.

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What this tab controls

The card is headed Billing Settings — “Manage your clinic’s billing and payment settings.” Every control on it is owner-only: a manager or accountant sees the whole card, filled in, but nothing will move and there is no Save Changes button.

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Set it up

1

Open the tab

Go to Settings › Billing & Plans. If a colleague sent you here and you landed on General Settings instead, that link’s tab does not exist for your practice.
2

Decide on Free Clinic Mode first

If your practice does not charge at all, turn Free Clinic Mode on and stop — the rest of the card disappears because none of it applies.
3

Choose your currency

Select the Currency box and search by name or code. Pick the currency you actually bank in, not the one your clients ask about.
4

Enter your tax rate

Put your local sales tax or VAT percentage in Tax Rate (%). Leave it at 0 if you do not add tax to invoices.
5

Add a standing fee, if you charge one

Fee Amount is a flat sum added per service or visit — a registration or consultation fee. Leave it at 0 if you do not charge one.
6

Add a percentage charge, if you charge one

Turn on Additional Charge, name it in Charge Name so it reads sensibly on an invoice, and set Charge Rate (%).
7

Save

Select Save Changes. A “Billing settings updated successfully” toast confirms it.

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What changes once you save

Currency is the one with reach. It does two separate jobs.
  • Every amount in the product re-renders in the new symbol — service prices, invoices, receipts, the till, dashboards and reports. The card’s own footer says it plainly: “These settings affect how invoices and receipts are generated.”
  • It decides which payment provider your practice uses. Naira routes you to Paystack Connect; every other currency routes you to Stripe Connect. Switch currency and the Online payments tab swaps to the other provider’s card — a connection you already made with the previous provider is not carried across.
The rest is narrower:
  • Tax rate starts applying to invoices and receipts created from now on.
  • Flat Rate Fee and Additional Charge are added to new invoices — the additional charge as a percentage of the subtotal, under the name you gave it.
  • Free Clinic Mode disables charging everywhere and badges the workspace as a Free Clinic.
What does not change, and this is the one people assume wrongly: changing currency does not re-price anything already recorded. An invoice raised for 15,000 stays 15,000 — the number is not converted, only the symbol in front of new amounts changes. The same is true of tax and fees: an invoice already issued keeps the tax it was issued with. If you are moving currency for real, treat outstanding invoices as historical records and raise new ones for anything still to be collected. Background on how currency is rendered across the product: Currency and money display.

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Check it worked

Create a draft invoice for any client. The amounts should carry your new symbol, the tax line should show your new rate, and any flat fee or named percentage charge should appear as its own line. Then open the Online Payments tab — the provider card there should match your currency.

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Common issues

You are a manager or an accountant. Currency, tax and the free-clinic switch are owner-only even for managers — the controls render so you can read the current setup, but only the owner can change them.
They are not wrong — they are unconverted. Only the symbol on newly created amounts changes; nothing already recorded is re-priced. Reissue anything still outstanding.
Free Clinic Mode is on. It hides everything below it because charging is disabled. Turn it off and the fields come back with their saved values.
You changed to or from Naira, which swaps the provider between Stripe and Paystack. Reconnect with the provider your new currency uses — see Online payments.
Tax is stamped on an invoice when it is created. Changing the rate here affects new invoices only. Void and reissue if the old one needs correcting.