Financial Tab
The Financial tab displays a patient's account balance and treatment costs.
Account Balance — Displays the patient's balance. If the account amount is past due, the amount is displayed in red.
Treatment Costs
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Estimated — Displays the estimated cost of treatment.
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Completed — Displays the cost of completed treatment.
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Incomplete — Displays the cost of remaining treatment.
Age Debtor
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30 to 60
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60 to 90
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90+
Show All Financial History — Select this option if you want the financial fields to display all of the financial history.
Financial
The fields in the Financial section include:
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Date
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By
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Patient
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Description
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No.
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Type
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Paid by
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Charges
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Payments
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Balance
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Status
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Entry Type
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Ref.
Sundry Entry — Add a sundry item to the financial record.
Till — Open the Till window and take a payment.
Invoice — Create an invoice in .pdf format.
Receipt — Select an item in the list and click this button to create a receipt.
Print — Print an invoice or receipt.