> ## 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. # Payments and patient balance > Add a payment to an invoice, use the patient's balance, follow up insurance payments, and refund a payment. ## 💵 Add a payment Click **Add Payment** on the invoice, in the invoices list or on the invoice page: Add Payment The **Amount** is filled in with what the patient has to pay now. The remaining amount of the invoice is shown next to it. **Cash**, **Card**, **Insurance**, **Cheque**, **Voucher**, **Bank Transfer**, **Mobile Wallet** or **Other** (enter a **Subtype** for Other). The **Treasury** the money goes into is chosen from the branch settings for that payment type. See [Treasury](/en/finances/treasury). Add any **Details** or files (for example, a transfer receipt), then click **Save**. If the patient pays more than the remaining amount, you're asked to add the extra to the patient's balance. ## 👛 Patient balance (advance payments) When a patient pays in advance, click **Add Balance** on the patient's page (or on their appointment): Add Balance button Add Balance Enter the **Amount** and **Payment Type**, and click **Save**. The balance can then be used for the patient's invoices: when you add a payment, tick **Deduct paid amount from Patient Balance**. Balance top-ups are kept separate, so they aren't counted twice in the invoice totals. ## 📋 The payments list Go to **Finances → Payments**: Payments list 1. **Operation Payment Steps:** payments for procedures done in steps. 2. **Show Analytics:** totals by payment type. 3. **Mark Claimed:** for insurance payments, click it when the insurance company pays. Payment analytics The analytics show the **Total** and each payment type. Insurance is split into **Unclaimed Insurance** (still owed by the insurance company) and **Claimed Insurance**. Refunded amounts aren't included in the total. ## ✏️ Edit, refund or move a payment Click the edit icon on a payment: Edit Payment You can change the payment type, branch, doctor, date and details (not the amount). At the bottom: * **Delete** removes the payment. * **Refund Payment** returns money to the patient. * **Move to Balance** moves the payment to the patient's balance, for example to use it on another invoice. Refund Payment Choose the payment type, the **Refunded Amount** and the treasury the money comes out of, and click **Confirm**. A refund can't be undone. An expense is created for the refunded amount. At the front desk, see also [Collecting fees from patients](/en/reception/fees-collections), [Payment refund and invoice edit](/en/reception/invoice-edit) and [Adding and using patient balance](/en/reception/balance-usage). ## ❓ FAQ The patient has no insurance company, their insurance card has expired, or the invoice is locked in a claim or e-invoice. To change the amount, delete the payment and add it again.