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Creating an opening balance or credit payment in Bookem


When moving over to Bookem, you may have some patients with credits where they have paid in advance for appointments or returned items. Naturally you would like to reflect these balances on Bookem, but do not want them to reflect as payments as they would then be in your accounting system as duplicates and it would appear you earned the money twice.


To carry these over smoothly, create a payment method called "opening balance" then record credit transferred from your legacy system for each client using the "opening balance payment method". These can be positive or negative balances.

To create an opening balance, go to "Settings - Payments & Invoicing", then select Payment Methods at the top. Next, choose the option to add a payment method and select "Other" under the Payment Type drop-down box. Then, name the payment method "Opening Balance" under the Payment Method Name.