> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dentolize.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I add a deposit/balance to a patient and use it later?

> Record money a patient pays in advance, then use it to pay their invoices.

**Short answer:** click **Add Balance** on the patient's profile or appointment; later, when you add a payment to an invoice, tick **Deduct paid amount from Patient Balance**.

**1. Click Add Balance**

On the patient's profile, or in the appointment's **Patient Actions**.

**2. Enter the deposit**

Enter the **Amount**, choose the **Payment Type** and **Treasury**, and click **Save**. The balance shows on the patient's profile.

**3. Use it on an invoice**

Open the invoice and click **Add Payment**.

**4. Pay from the balance**

Tick **Deduct paid amount from Patient Balance** and click **Save**. If the balance isn't enough, the rest is paid with the payment type you chose.

![Add Balance window](https://mintcdn.com/dentolize/hgKp7MuvW72SFURD/images/en/reception/add-balance.webp?fit=max\&auto=format\&n=hgKp7MuvW72SFURD\&q=85\&s=a00e54a272d9f460236874b0f94c732c)

> [!NOTE]
>
> The deposit counts as money received on the day you add it. When the patient later pays an invoice from the balance, the money isn't counted again.

> [!TIP]
>
> Patient paid too much on an invoice? Dentolize offers to add the extra to their balance. You can also turn an existing payment into balance with **Move to Balance** on the payment.

**Full guide:** [Adding and using patient balance](https://docs.dentolize.com/en/reception/balance-usage.md)

***

> [card] Still stuck?
>
> Send us a message in **System Chat** inside Dentolize with a screenshot, and tell us which step didn't work. Tip: next time, search this site first. Most answers take less than a minute.


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