At a Glance
A client balance shows what a client owes or has in credit, so payments, deposits and instalments are always clear. ClinicSoftware.com tracks each client's balance on their record, updating it with every sale, deposit and payment, so nothing is missed at checkout.
What is a client balance?
A client balance is the running total of what a client owes or holds in credit, including deposits and instalments. It sits on their record. ClinicSoftware.com keeps it up to date automatically.
How does tracking balances help?
Seeing a balance at checkout means staff apply deposits correctly, collect what is owed, and never lose track of credit, which protects the clinic's cash flow.
Are deposits and instalments included?
Yes. Deposits paid at booking and scheduled instalments are reflected in the balance, so the amount due at the visit is always accurate.
Frequently Asked Questions
What is a client balance?
The running total of what a client owes or holds in credit. ClinicSoftware.com keeps it up to date automatically.
How does tracking balances help?
Staff apply deposits correctly, collect what is owed, and never lose track of credit, protecting cash flow.
Are deposits and instalments included?
Yes. Both are reflected in the balance, so the amount due is always accurate.
Where is the balance shown?
On the client's record and at checkout.
How It Works in ClinicSoftware
01
Open the client's record
02
See their current balance
03
Apply deposits and credit at checkout
04
Collect any amount owing
El módulo de Saldo del Cliente le proporciona un resumen financiero en tiempo real para cada cliente individual. Vea facturas pendientes, depósitos pagados, notas de crédito aplicadas, saldos de cursos e historial de pagos en una vista clara. Aplique pagos, emita reembolsos y exporte estados de transacciones con un solo clic.
Cómo Funciona
01
Ouvrez un profil client et accédez à l'onglet Solde
02
Veja todas as faturas pendentes, créditos e valores de cursos de relance
03
Aplicar un pago contra una factura o emitir una nota de crédito
04
Exporter un relevé de transaction complet en PDF ou CSV pour le client
Características Clave
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Visualizzazione Saldo in Tempo Reale
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Liste des Factures en Suspens
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Creación de Nota de Crédito
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Seguimiento de Depósitos
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Historique complet des paiements
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Export du Relevé en PDF
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Prise en Charge Multi-Devises
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Recordatorios Automatizados de Pago
Profi-Tipps
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Establecer y hacer cumplir una política de depósito mínimo utilizando el módulo de saldos para proteger los ingresos
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Erstatten Sie nach Möglichkeit Guthabenbescheinigungen statt Barerstattungen, um Einnahmen im Unternehmen zu halten
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Ejecutar el informe de saldos de clientes mensualmente para identificar y perseguir deudas pendientes de manera proactiva
