Money

01The collection line writes itself

You mark an appointment attended. At that moment Noresia writes a money line at the price of the booked service, tied to the file and to the appointment. You enter nothing.

The month reads in three figures: total billed, money actually received, and still to collect. Below them is the month's register, line by line. One action collects a line. A part payment is recorded as it is: the line stays to collect and shows the remainder. And at day's end you tick several lines and one action collects them all.

The register searches and narrows: a name finds a file's lines, and the practitioner filter turns the whole page into that practitioner's month report, figures, bars and register together.

On paper those three figures are redone by hand at every month end. Here they are already written when you open the page.

• The month's total billed, the money actually received, and what is still to collect.
• The month's register: date, file, practitioner, service, amount, status · with search and a practitioner filter.
• Four views: all, still to collect, collected, voided.
• What is owed across all periods reads under the month's figure, and opens in one click.
• The register exports as CSV, exactly as you see it, for your accountant.
• The year's twelve months as bars with their collected share, and the current month's figure on the first page of your console.

02What Noresia does not do

A line stays in the month it was born, the month of the attended marking. A March consultation collected in May raises March's figure, and the line carries the real date it was collected. There is no day view and no end-of-day close: if you close the till every evening, Noresia does not replace that act today.

There is no receipt to hand the person who has just paid, and no invoice from your clinic to them. Neither document exists in the product. The invoices carrying the Noresia name are ours, addressed to your clinic.

And the money does not pass through us. Consultations are settled at your practice as they are today: the register follows collection, it does not collect.

03A correction does not erase

If an appointment marked attended is put back, its money line is not deleted. It becomes voided, carrying the date it was voided, and leaves the totals. If the visit is marked attended again, the same line comes back, never a second one.

A line's amount is the price of the service at the moment the appointment was booked. Changing a price in your catalogue does not rewrite appointments already booked: they are flagged to you, and you settle them one by one, or all in one act.

The amount also corrects on the line: a discount, a gesture, an offered act is written as it is, never below what is already collected. And a collection clicked by mistake is undone: the line returns to collect, and the act stays in the journal.

• A voided line stays in the register, dated, outside the totals.
• A collected line says when, and by whom.
• An undone collection returns to zero: the act stays in the journal, dated and signed.
• A changed price flags the appointments already booked, it does not rewrite them.

04Who sees the money, and who collects it

Revenue is a permission of its own, separate from the agenda. You can take Revenue away from a member without touching their appointments, and the reverse.

By default a practitioner reads the lines of their own appointments, an assistant reads without marking, and you see the whole clinic. Marking a line collected is yours, until you give it to someone by name.

• Reading revenue and collecting it are two separate permissions.
• A practitioner sees the lines of their own appointments.
• An exception is placed on a member, not on a role.

05Your legal identity

Your legal name, your commercial register number, your NIF and your legal address are entered on your clinic's record. They are yours: this is the identity that faces ours on the invoice Noresia addresses to you.

The record opens read-only. Editing is a separate act, one you open. What you write is what prints, and the record shows it to you as you type, exactly as the invoice will print it. One check only: a NIF that is not a number is refused on the spot.

06Your subscription, and your invoices

On one page of your console: your plan, your practitioner and assistant seats, your monthly amount, your next due date. And your invoices, with number, amount, issue date, due date and status. Each one opens and prints. When an invoice is issued you are told: a notice on your console, and the invoice in your inbox.

Changing plan shows a recap first: what changes, and what it costs. Nothing is sent before you confirm it. The request prepares an invoice that a Noresia operator confirms, and a change that takes effect only at the end of the current period says so, and says on what date. Until we confirm, the request shows on the page and cancels in one click.

After your transfer, open the invoice and declare the payment, with your reference: we match the account and the invoice turns settled. Meanwhile your declaration reads on the page, on both sides of the counter.

Ending the subscription is not a click in the console. It is asked for, and we carry it out. The console then shows the end date, and you keep every access until it. Before that date, you take a full copy of your data from your console: files, appointments, register.

• Number, amount, issue date, due date, status.
• The recap is shown before the request, never after.
• A pending request shows on the page, and cancels for as long as it is unconfirmed.
• Payment is by transfer or deposit, quoting the invoice number. The bank details are on the same page, and a sent payment is declared on the invoice.