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
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Apply deposits and credit at checkout
04
Collect any amount owing
The Client Balance module gives you a real-time financial summary for every individual client. See outstanding invoices, deposits paid, credit notes applied, course balances, and payment history in one clear view. Apply payments, issue refunds, and export transaction statements with a single click.
How It Works
01
Open any client profile and navigate to the Balance tab
02
View all outstanding invoices, credits, and course values at a glance
03
Apply a payment against an invoice or issue a credit note
04
Export a full transaction statement as PDF or CSV for the client
Key Features
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Real-Time Balance Display
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Outstanding Invoice List
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Credit Note Creation
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Deposit Tracking
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Full Payment History
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PDF Statement Export
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Multi-Currency Support
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Automated Payment Reminders
Pro Tips
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Set and enforce a minimum deposit policy using the balance module to protect revenue
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Issue credit notes instead of cash refunds wherever possible to retain revenue in the business
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Run the client balance report monthly to identify and chase outstanding debts proactively
