Finance
Balsam Medico has a complete finance system impeded in it including invoicing, expenses and many more. Click on the Finance tab on the top menu. On the main page, you will find the Finance section, Settings section, Vendors Management, section, Purchasing section and Accounting section. Under the Finance section are the following pages:
1. Invoices
2. Liabilities
3. Expenses
4. Income
5. Insurance claims
6. eClaim Management (if the clinic has an eClaim account)
In Settings, you can find:
1. Expenses categories
2. Income categories
3. Payment options
4. VAT Taxes
5. Payable entities
6. Adjustments
Under the settings section you can find:
1. Vendors
2. Purchasing
3. Accounting
Invoices:
View invoice list To view the full list of invoices and start creating, editing and cancelling i...
Payment Option:
These are the different methods through which patients and clients can pay for their invoices for...
Vat Taxes:
This is the Value-Added Tax added to cosmetic procedures created by FTA. You can add and configur...
Accounting adjustments
Accounting adjustments This page allow you to manage accounting adjustment settings. Patient...
Liabilities
View Liabilities The Liabilities section displays all pending payments the clinic is required to...
Expenses
View Expenses The Expenses tab provides a comprehensive list of all clinical costs, which you ca...
Income
View Income The Income section tracks all revenue flowing into the clinic. To log a new entry, c...
Vendors
Vendors Management: In the Vendors management tab, you can view a comprehensive list of all supp...
Purchasing
In the Purchasing section, you can track all your purchasing orders and purchasing invoices Purc...
Accounting
In the accounting section, you can view your chart of accounts and journal Chart of Accounts Th...