Overdue payments & follow-up

The Overdue Payments area, under Financials, lists every patient with an outstanding balance so you can follow up efficiently.

Working the list

From Financials → Patient Overdue Payments you can:

• See all patients who still owe money.
• Open a patient to review their payment history and balance.
• See a family group's combined balance, if the patient belongs to a family — useful when one person settles the household's bills.
• Take a payment there and then, using the normal checkout flow.

Payment reminders

If your clinic has reminders enabled, you can prompt patients about outstanding balances by WhatsApp or email. Reminder behaviour is configured under Settings → Payment Reminders. WhatsApp reminders send from your clinic's own WhatsApp Business connection (set up under Settings → WhatsApp), and patients who aren't on WhatsApp fall back to email automatically.

Keeping balances accurate

Because every payment and refund is recorded against the invoice, the overdue list always reflects reality — there's no separate figure to keep in sync. For the bigger financial picture, see Reports & analytics.