# Balance

A Patient Balance widget is located at the top of the Patient Profile. You can see both **Patient Balance** (advance payments) and Patient Debts.

![Dentaltap - Patient Balance Focus](/files/rzw3tjG5GYLzGwMIlZjB)

Use the **Patient Balance** to control all the financial transactions. With the **Balance** window you can:

* Pay debts without opening individual invoice details;
* Replenish patient balance;
* Withdrawal from patient balance;
* Transfer to another patient.

### View Transactions

To open the details, click on the **Balance**/**Debts** widget button.

![Dentaltap - Patient Balance Details](/files/ClhM08GrU8g08HQNwFaO)

1. Available patient balance by type (Cash, Card, etc).
2. A list of patient transactions - Invoices, Invoice Payments, Balance Transactions.
3. Click on the **Add Transaction** button to create **New Transaction.**
4. A balance column that summarizes all patients' transactions.

### Create Transaction

Click on the **Add Transaction** button (3). In the opened window fill out the details and click on the <mark style="background-color:green;">Confirm \<Type></mark> button.

![Dentaltap - Create Transaction](/files/uETJlEFlPm7Oi1SCAMit)

**Required fields:**

* Transaction type - pay debts (if any), replenish, withdrawal, transfer;
* Type - a payment type, set to Cash by default;
* Amount - transaction amount;
* Date/Time - date and time, when the payment was collected;
* \*\*Patient - When using a transaction type "transfer".

**Optional fields:**

* Group - a custom tag (group) for analytics purposes, for example, if you collect payments via credit cards by several POS systems, you can specify the device id as a group. And in analytics, you will see collections for each POS separately.

Once you created a transaction, you can see it in the Payments List under the Invoice.

![Dentaltap - Transaction Action Focus](/files/UDF7rhsr9VfAAxS8QCp8)

#### Transaction Actions

* Print - print a receipt for this transaction;
* Delete - delete a transaction.

### Update Transaction

You can't update the transaction. If you need to make any changes, you need to [#delete-transaction](#delete-transaction "mention")

### Delete Transaction

Open the Payment Actions list and click on the Delete option. Find the delete option in the [#transaction-actions](#transaction-actions "mention") to delete a transaction.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://dentaltap.gitbook.io/dentaltap/billing/balance.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.