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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 and Settings 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