Adding and using patient balance - Dentolize & Medicolize University

A patient’s balance is money they paid in advance, for example a deposit for a treatment plan. You can use it later to pay their invoices.

➕ Add balance

Click Add Balance in an appointment’s Patient Actions (1), or on the patient’s profile:

Enter the Amount, choose the Payment Type and Treasury, and click Save:

The balance appears on the patient’s profile. The money goes into the treasury right away, and a paid balance invoice is created for it.

Adding balance counts as money received now. When the patient later pays an invoice from their balance, the money isn’t counted again.

💳 Pay an invoice from the balance

Open the invoice and click Add Payment. Tick Deduct paid amount from Patient Balance and click Save. If the balance doesn’t cover the full amount, the rest is paid with the payment type you chose.

If the patient has a balance and you don’t tick the box, Dentolize asks you to confirm that you don’t want to use it.

The amount paid from the balance can’t be more than what’s left on the invoice.

🔁 Other ways balance is added

Overpayment: when a patient pays more than what’s left on an invoice, Dentolize offers to add the extra to their balance.
Move to Balance: on a payment’s page, turn an existing payment into balance.

To give balance back to the patient, refund the payment of the balance invoice. See Payment refund and invoice edit.