> For the complete documentation index, see [llms.txt](https://dentaltap.gitbook.io/dentaltap/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dentaltap.gitbook.io/dentaltap/billing/balance.md).

# 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](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FRBJYxZ87p7tA1mQ57ZVn%2FArtboard%20%E2%80%93%2024.png?alt=media\&token=586c803a-82cb-43a6-a180-a516c11d4a89)

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](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FZHbNCfCMGiQ7grdCZzSq%2FArtboard%20%E2%80%93%2025.png?alt=media\&token=e34a342e-251c-4606-8004-8c56e8b339e6)

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](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FK2yB2sKqbxfg2mW8VaSx%2Fimage.png?alt=media\&token=e3101997-764c-4ab9-80d0-7a7b77fe46f4)

**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](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FEAoMQmRJgmKpPpRQY6K9%2FArtboard%20%E2%80%93%2026.png?alt=media\&token=ee43d4cd-722c-4dce-949b-ac4e0811fb0d)

#### 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.