Add money to a patient's account

Take a prepayment now, then let the patient spend the balance on a future visit.

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Patients can pay in advance and use the balance later on treatments and products.

Top up an account

Click Create, then Sale, and choose the patient. Walk-in sales can't hold a balance.
Click Account in the rail on the left to see their current balance.
Pick a preset amount or type one, and add a note if useful.
Click Add to cart, then Continue to payment.
Choose the payment method and confirm.

The money reaches the balance only when the top-up is paid. An unpaid top-up can still be paid later using a payment link.