Invoicing and Payments

This guide covers invoice operations and online payment flows in ProMediClinic, including Stripe, PayPal, refunds, analytics, and invoice lifecycle.

Access

• Invoicing (dashboard):
  • /dashboard/invoicing
  • /dashboard/invoicing/create
• Payments:
  • /payments/event/{event}
  • /payments/history
  • /payments/analytics

Invoicing Module

List and Filter Invoices

From /dashboard/invoicing, you can filter invoices by:

• status
• date range (from, to)
• search text (invoice number, customer name, customer email)

Dashboard counters include:

• total
• paid
• sent
• overdue
• draft
• paid revenue
• outstanding balance

Create Ad-Hoc Invoice

1. Open Invoicing -> Create.
2. Select patient (optional) or fill customer fields manually.
3. Add one or more line items:
   • description
   • quantity
   • unit price
4. Set optional values:
   • tax rate
   • discount amount
   • issue date
   • due date
   • notes
5. Save as draft.

Validation rules:

• at least one valid line item is required
• discount cannot exceed subtotal
• due date must be on/after issue date

Payment Flows

Event Payment Page

For payable events, open /payments/event/{event}.

The system checks:

• whether the event type requires payment
• whether a payment is already completed

Stripe

• Create intent: POST /payments/event/{event}/create-intent
• Confirm payment: POST /payments/confirm
• Webhook endpoint: POST /stripe/webhook

PayPal

• Create order: POST /payments/event/{event}/paypal/create
• Success callback: GET /payments/paypal/success
• Cancel callback: GET /payments/paypal/cancel
• Webhook endpoint: POST /paypal/webhook

Payment Operations

Supported management actions:

• retry failed payment
• cancel pending payment
• process refund (permission-gated)
• check payment status for event
• view payment details

Key routes:

• POST /payments/{payment}/retry
• POST /payments/{payment}/cancel
• POST /payments/{payment}/refund
• GET /payments/event/{event}/status
• GET /payments/{payment}

Payment History and Analytics

History

/payments/history provides filtering by:

• status
• method
• date range
• search (transaction id, payment intent id, customer, event)

Analytics

/payments/analytics supports period views:

• week
• month
• quarter
• year

Also available via JSON endpoint:

• GET /payments/analytics/data?period=month

Invoice API-Like Actions (Dashboard)

From payment routes, you can:

• create invoice from event
• send invoice email
• mark invoice paid
• fetch invoice stats

Routes:

• POST /payments/event/{event}/invoice
• POST /payments/invoice/{invoice}/send
• POST /payments/invoice/{invoice}/mark-paid
• GET /payments/invoice/stats

Configuration Dependencies

Before going live, verify:

• Stripe keys and webhook secret
• PayPal credentials and webhook setup
• SMTP settings for invoice sending
• role permissions for invoicing/refund actions

Common Errors

• Event does not require payment: use invoice flow or free scheduling path.
• Permission denied on refund/retry/cancel: adjust role permissions.
• Webhook signature failure: check endpoint secret and payload integrity.
• Invoice validation errors: review line items, discount, and due-date logic.

Related

• configuration/settings.md
• features/patients.md
• reference/route-map.md
• reference/troubleshooting.md