Record an Expense

Invoices and payments are money coming in. Expenses is the other direction: rent, the electricity bill, the wholesaler’s delivery.

One of the two expense types does more than record a number — it puts the goods into your stock — so it is worth knowing which one you are creating before you start.

Where to Find This Section

1. Open Expenses from the left menu.
2. Click New Expense.

The Two Types

Select Expense Type is the first step, and it decides what the expense does beyond the ledger.

Type	What it is for
General Expense	Record your general expenses for your clinic.
Product Purchase	Add the products you purchased to your inventory and update your stock.

Note

Product Purchase is how stock comes back in. Selling and administering take stock out, and this puts it back — so a delivery recorded as a General Expense leaves your quantities wrong even though the money is right. See Set up products and services.

Form Fields

New Expense

Expense

Electricity — May

Vendor

Date

3 May 2026

Due Date

You will get notification when due date.

Total Amount

₺4.180,00

Total expense amount including tax.

Tax Total

₺380,00

Tag

You can set multiple tags to group your expenses.

Save

Field	Notes
Expense	What it was. This and the vendor are what search looks at: Search with name, vendor.
Vendor	Who it was paid to
Date	When the expense was incurred
Due Date	Optional. You will get notification when due date.
Total Amount	Total expense amount including tax.
Tax Total	You may need to adjust this manually if only part of the expense was taxable.
Tag	You can set multiple tags to group your expenses.

Tags Are What Make the List Useful

A year of expenses with no tags is a list you cannot answer questions from. Agree a small set — rent, utilities, stock, salaries, equipment — and apply them as you go. An expense can carry several.

Paying It

You say how much was paid as you record it, and the expense takes a state from that:

Choice	Result
Pay All	Settled in full
Pay Partial	Part paid. You enter the Paid Amount, and the rest is tracked: Remaining amount: {{amount}}
No Pay	Recorded but not yet paid

An expense you record now and pay later is the normal case — that is what Due Date is for. Veterian marks it when the date passes: Payment is overdue.

Marking it settled later asks for confirmation: Are you sure you want to mark this expense as paid?

Finding Expenses Later

The list groups by payment state — All, Unpaid, Partial Payment, Paid and Overdue.

Overdue is the one to check weekly. It is the clinic’s own unpaid list, the mirror of the one you send clients.

Related

• Set up products and services — the catalogue a product purchase restocks
• Create an invoice — money in, and where stock goes out
• Record a payment — what a client pays you