Basmtak Clinics sends your books one balanced journal per branch per day: sales by tax category, VAT, receipts by method, insurer receivables, and package and deposit liabilities. The link runs one way, from the clinic to Books.
Before you start
- A Basmtak Clinics account that may change the payment settings.
- An API key from your books with
journals:write. API keys depend on your subscription plan.
Setting it up
Create the API key
In Books open Businesses & people, then the API keys tab, and press New key. Grant
journals:write, press Create the key and copy it at once.Paste the key into Clinics
In Basmtak Clinics open Payment settings, then the Basmtak Books link card, and paste the API key (journals:write).
Map the accounts and save
Under Account mapping enter, for each item, the matching code from your chart of accounts, such as cash, card clearing, sales and VAT, then save. The card turns to Set up.
Check the first journal
Each branch's journal for the previous day is built overnight and then sent. Open Journals in Books, find it and match it against that day's cash-up.
What moves across
- Clinics to Books: one daily journal per branch.
- Clinics to Books: an adjusting journal with the difference only, if a day changes after its journal went out, such as a cash-up closed the next morning.
- Individual patient invoices do not reach Books: their totals arrive in the daily journal.
Troubleshooting
The journal did not arrive
A temporary outage retries by itself. A key or permission error stops sending until you fix it and send again from Clinics.
Can a journal repeat when it is sent again?
No. Each journal has a fixed id, and a repeat returns the same journal.
A journal was refused over an account code
Make sure each code in Account mapping exists in your chart and accepts postings, rather than being a header account.