Overview
This article explains how to add a balance forward in PIMSY.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Payment Method
- Invoicing Co Pay - Self Pay
Step-by-Step Instructions
Step 1: Creating a Billing Code for Balance Forward
Before you can bring a balance forward, the billing code must first be created.
From the top navigation menu, go to:
Financial > Billing Codes
Scroll to the bottom of the list and create the new Balance Brought Forward billing code by entering the information into the blank row.
To learn more about how to set up Billing Codes, check out our article on How to Create Billing Codes.
This code should be placed on all users and all clients.
Step 2: Navigating to the Client Chart
From the top navigation menu, go to:
Clients > Client Management
Select a client from the list to open their client chart.
Step 3: Balance Forwarding
From the Details tab of the client chart, click the Take Payments button on the right side. Enter the amount to be forwarded in the Amount Invoiced field.
In the Notes section at the bottom, indicate that it is a balance forward so it appears on the receipt. Then, click Save.