Place a balance in accounts receivable
Use accounts receivable when the client will pay later and the clinic has intentionally presented the balance.
1. Confirm the invoice
The visit must have an active invoice with line items, an open balance, and a valid due date.
2. Choose Pay later
In visit closeout, choose Pay later — present with due date and confirm the payment due date.
3. Complete the owner handoff
Record how discharge instructions were provided, then complete the visit. This preserves the balance in accounts receivable.
Completing an accounts-receivable closeout does not charge a card or send an email automatically.