Settlead
ENTR
Multi-currency payments

Patient payments in
every currency.

Patients pay in pounds, euros, dollars or lira, by card or in cash, at different times. Settlead keeps every payment in its own currency and rate, and shows what is still owed in your clinic's main currency.

Cash in euros, cards in pounds. One balance that adds up.

Currencies

Cash in euros, cards in pounds, notes on paper
Every payment recorded in any currency, on the patient's page.

Exchange rates

Rates guessed at the end of the month
Each payment keeps the rate of the day it was made.

Extras and fees

Card fees and extras forgotten or added up later
Card surcharges, extras and discounts recorded with the payment.

Balance

Nobody sure what is still owed
The balance still owed is visible before the patient flies home.
How it works

From deposit to final balance.

  1. 1

    Quote with a deposit

    Set the deposit and first-visit payment on the quote.

  2. 2

    Record each payment

    Enter it in the currency the patient paid in, with the rate of the day.

  3. 3

    Add extras and discounts

    Anything added or taken off after the quote is recorded too.

  4. 4

    Include card surcharges

    Card surcharges are recorded with the payment.

  5. 5

    Check the balance

    See what is still owed before the patient flies home.

  6. 6

    Export for accounting

    Export payments and accounting data to CSV, including a monthly accounting export.

Payments, handled

Payments in any currency

GBP, EUR, USD and TRY with the rate of the day.

  • Each payment keeps its own currency and rate
  • Balances in your main currency
  • On the patient's page

Extras and discounts

Record what was added or taken off after the quote.

  • Extras
  • Discounts
  • Shown in the balance

Card surcharges

Card surcharges are recorded with the payment, not worked out later.

  • Per payment
  • Visible in the history
  • No separate sheet

Balance before they fly home

A clear figure for what is still owed, before the patient leaves.

  • In your clinic's main currency
  • Updated with every payment
  • Visible to the right roles

Accounting export

Give your accountant the numbers without retyping them.

  • CSV export
  • Monthly accounting export
  • Patient payment history

Commission follows payments

Each seller's commission is worked out from what was actually paid.

  • Earned and expected, by month
  • Sellers without an account too
  • Team sales performance
Questions

Good to know

Which currencies can patients pay in?+

Pounds, euros, dollars and lira. Each payment keeps its own currency and rate, and balances are shown in your clinic's main currency.

Can I see what a patient still owes?+

Yes. The balance still owed is shown on the patient's page, so you can see it before they fly home.

Can I export payments for my accountant?+

Yes. You can export payments and accounting data to CSV, and there is a monthly accounting export.

Can we try it before paying?+

Yes. The trial has every module switched on, and your data stays when you pick a plan.

Ready to settle
every lead?

A 20-minute call. We show Settlead with your own treatments and prices, and set it up with your team.