How do I record a partial payment and track balance?
Last updated: 2026-05-26
Open the invoice and click + Record Payment. Enter the partial amount (e.g. ₹5,000 of ₹15,000), pick the method, and Save. The invoice now shows "Paid ₹5,000 · Balance ₹10,000". Record further payments the same way as they come in. Use balance reminders to nudge patients who still owe.
How to record a partial payment
- Open the invoice from the patient’s Billing tab.
- Click + Record Payment.
- Enter the part-amount.
- Pick the payment method (Cash, UPI, Card, Bank transfer, Online).
- Save. The invoice header now shows "Paid X · Balance Y".
Common patterns
- Advance + balance — patient pays 50% upfront, rest after procedure.
- Three-visit treatment plan — pay per visit.
- Family invoice — head of household pays first half, dependent pays the rest.
Mixed payment methods on one invoice
Yes — pay ₹3,000 in cash and the rest on UPI. Each entry records its own method. The total of all entries equals what the patient has paid.
Related guides
Was this guide helpful?
Still need help? Choose how you’d like to ask.
Community answers are public and often faster — no account needed. Private tickets to the EpikDoc team require signing in.