See a patient's account balance
Find credit a patient has available to spend, how they got it and how to use it.
Table of Contents
Account balance is money the patient can spend with you, not money they owe. It might come from a top-up, a refund to account or an unlinked deposit.
Patient card: open Financials. Account ledger lists each entry, with Existing balance, Change and New balance.
Till: appears as Account under prepaid payment methods.
Analytics: Clients with balance lists everyone with a balance.
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Next, read Customise your Money overview charts.