SuperClini
Cash, billing & finances

Patient credit balance and running account

SuperClini TeamUpdated Jul 2, 20263 min
SuperClini · Cobro
Record payment
Instalment 1
$ 80.000
Balance due
$ 80.000
Amount
$ 50.000
Method
Cash ▾
🗑
Amount
$ 30.000
Method
Credit card ▾
🗑
+ Add payment method
Total to record$ 80.000
Balance after payment$ 0
CancelConfirm payment
The patient's credit balance can be used as a payment method in a charge.

A patient can leave money on account (an advance) and use it later. That credit balance is managed in their chart's financial panel.

  • Record advance: it enters as credit balance and as a cash-in.
  • When charging, choose “Use credit balance” as the payment method.
  • An unused advance can be reversed (it generates a traceable cash-out).
Was this article helpful?
Patient credit balance and running account · SuperClini