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
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Open the client's record
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See their current balance
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Apply deposits and credit at checkout
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Collect any amount owing
El módulo de Saldo del Cliente te proporciona un resumen financiero en tiempo real para cada cliente individual. Ve facturas pendientes, depósitos pagados, notas de crédito aplicadas, saldos de cursos e historial de pagos en una vista clara. Aplica pagos, emite reembolsos y exporta estados de transacciones con un solo clic.
Cómo Funciona
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Abre cualquier perfil de cliente y navega a la pestaña de Saldo
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Visualiza todas las facturas pendientes, créditos y valores de cursos de un vistazo
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Aplicar un pago a una factura o emitir una nota de crédito
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Exportar un estado de cuenta completo de transacciones como PDF o CSV para el cliente
Características Clave
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Visualización de Saldo en Tiempo Real
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Lista de Facturas Pendientes
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Creación de Nota de Crédito
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Seguimiento de Depósitos
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Historial completo de pagos
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Exportación de Estado de Cuenta en PDF
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Soporte Multi-Moneda
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Recordatorios Automatizados de Pago
Consejos Profesionales
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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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Emite notas de crédito en lugar de reembolsos en efectivo siempre que sea posible para retener ingresos en el negocio
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Ejecutar el informe de saldos de clientes mensualmente para identificar y gestionar deudas pendientes de manera proactiva
