Account and payments

Open a patient in the clinical workspace and click the Account tab. The card at the top shows where the account stands. A figure shows only when it has something to say:

• Balance — red while the patient owes, green when the account is in credit.
• Waiting for insurance (United States) — the part of the balance the insurer is still expected to pay; see Waiting for insurance.
• Deposits held — deposits taken ahead of treatment that the account has not used yet.
• Credit on account — any other money the patient has paid beyond what they owe.
• Next instalment — the next amount due on an active payment plan, with its due date, and Missed once that date has passed unpaid.

The balance already counts deposits and credit. A deposit stays held only while the account is in credit: once the treatment it was taken for is charged, the balance has used it. A refund of a deposit — online through Stripe or at the desk with Refund — releases what it gives back, and reversing that refund holds it again. A kept deposit holds nothing: it is on the ledger as a Deposit kept charge it pays (see Keeping a deposit).

Under the figures sit the actions, each shown only when your role holds it:

• Take £X — what the patient owes now: the balance, less anything waiting for insurance. It opens the payment with that amount filled in (see Take a payment). When nothing is owed it reads Take payment.
• Generate statement, Issue invoice, Charge and Adjust.
• Move credit to another patient — only while the account shows Credit on account; see Move credit to another patient.

Under the card, click one section at a time: Invoices (with the account's statements under them), Ledger, Payment plans, Membership, and, depending on the practice's country, Insurance (United States) or NHS (United Kingdom). A role that can read statements but not invoices sees that first section as Statements.

Ledger lists every entry with its date, kind, description, status and amount. A charge reads Unpaid, the amount still outstanding, or Paid, and "invoiced" when it is on an invoice; a reversed entry is greyed. A payment's Refund icon and the Reverse icon of any live entry but a transfer sit at the end of its row.

On a family account, the entries of each earlier account that moved into it follow under Before joining, labelled with that account's name. A charge still unpaid on an account that has since closed reads Moved: its balance moved with the patient and is paid on the account they are on now. Read through another patient's record, the entries of a family member who hasn't agreed to share their treatment on the account — or whose record was erased — read Details withheld: the amount, date and location stay, what the treatment was does not.

Nothing on the ledger is ever edited or deleted. A mistake is corrected by Reverse, which posts the exact opposite entry and marks the original reversed; a period that has been closed takes no new entries at all.

Post a charge

Click Charge. Choose A completed procedure to charge it at the fee recorded when it was completed (one live charge per procedure; once that charge is reversed, the procedure can be charged again), or Manual charge for anything else — give it a description and its tax treatment; the rate follows the location's rules for that treatment on the day. Amounts are what the patient pays, tax included: a standard-rated charge's tax is the part of that amount the rate accounts for (£120 at 20% contains £20 of VAT), which the invoice shows as "Of which tax". Pick the location and post.

A procedure priced from the NHS price list is never charged at its fee, from Charge or anywhere else: the patient pays the NHS course's charge instead — see Charge NHS course.

Waiting for insurance (United States)

In a practice in the United States, part of a balance is often the insurer's to pay. That part shows as Waiting for insurance and is never counted as the patient's debt: what the patient owes is the balance less what is waiting for insurance.

What waits is worked out for each charged procedure:

• Until the payer answers, it is the procedure's insurance estimate (see Insurance).
• Once the claim is paid, partly paid, denied or settled, it is what the payer actually paid. Nothing more is expected after that: what the payer did not cover is the patient's. A claim marked paid or partly paid without the amount the payer paid leaves that amount unknown: Waiting for insurance reads Couldn't check until the amount is recorded on the claim.
• Insurance payments already received on the claim come off it. If the insurer pays an $80 estimate before the claim is settled, the patient owes their $20 — not a $60 credit.
• A reversed insurance payment no longer counts, so its amount waits for insurance again — on a settled claim too.
• A new claim sent for a procedure whose claim was rejected or denied takes that claim's place: the procedure waits for insurance once, never once per claim.
• A new claim that takes over only some procedures of a settled or denied claim leaves the old claim the rest, at what the payer paid for each of them, and what the old claim already paid for a procedure the new claim took comes off that procedure's new estimate. If the payer paid $40 for an exam and its new claim is estimated at $80, $40 waits for insurance. When the old claim's payment cannot be told procedure by procedure — one total recorded from a paper EOB, a procedure its remittance never answered, or an adjustment to the whole claim — nobody can tell what it paid for that procedure: Waiting for insurance reads Couldn't check until the payer pays the new claim.

For example, a $100 exam with an $80 estimate leaves $80 waiting for insurance and $20 for the patient. If the payer then pays $50 on account, $30 still waits and the patient still owes $20. If the payer's answer comes to $60 in all and the claim is recorded as partly paid, nothing waits and the patient owes $40.

A charged procedure with no estimate yet, for a patient who has insurance cover on its day, has an insurer part nobody knows yet — it is never read as nothing waiting. Check-out in the diary estimates the visit's treatment, and any charged treatment still without an estimate, before it asks for payment; if the estimate cannot be made it shows Couldn't estimate insurance with Retry, and no Take button until it succeeds. Before the chair in the diary's visit panel does not guess either: while a charge is still unestimated it shows Balance · Couldn't check with Retry instead of what the patient owes, and no Take payment. Without cover on that day the insurer pays nothing, and the patient owes the whole charge.

The Account card works the same way: Waiting for insurance shows apart from the Balance, and Take $X asks for the balance less it — a $100 exam with an $80 estimate reads Take $20.00. While a charged procedure's insurer part is still unknown, Waiting for insurance reads Couldn't check with Retry and there is no Take button at all, so the patient is never asked for the insurer's part. Estimate the treatment (check-out does it), then click Retry.

Take a payment

Click Take £X on the account card (Take payment when nothing is owed), or Take payment on the account's row in Payments → Owed. The amount starts at what the patient owes; change it if they pay something else, then pick the payment method and location. The payment settles the oldest unpaid charges first — a balance carried in from an earlier account counts from the date it was first owed — and anything over stays as credit on the account.

The payment goes on the account you were looking at. If the patient moved to another account while the dialog was open, Smileline refuses it with a message and the account reads again, so you can check where the money should go.

Choosing a card terminal method sends the payment to a Stripe Terminal reader instead:

1. Pick the reader (readers and whether they are online come from Settings → Payments; see Card readers).
2. Click Send to reader and let the patient present their card. The dialog waits and posts the payment to the ledger as soon as Stripe confirms it.
3. A declined card shows the reason; Present card again sends the same payment back to the reader. Cancel on reader stops it.

If the outcome cannot be confirmed the payment is marked uncertain and a task is created; Check with Stripe asks for the outcome and applies it. Nobody is asked to present the card a second time until that is done.

A card reader payment is taken for the account the patient is on when it starts, and posts there. While it is starting, being collected or still unconfirmed, the patient can't be moved to another account: finish it, cancel it on the reader or check it with Stripe first. Once the patient has moved, a declined payment can't be presented again: start a new payment instead.

Card reader payments

Under the entries, the Ledger section lists the patient's Card reader payments, newest first: when each was started, its outcome as a coloured pill, who took it and the amount. A declined payment never reaches the ledger, so this is where it shows, with the reason the card was declined.

An Uncertain or Processing payment shows Check with Stripe on its row, to roles that take payments: click it to ask Stripe for the outcome and apply it — a payment Stripe took is posted to the ledger once. If the list cannot be read, it says so with Retry instead of reading as empty.

Online payments

Payments made in the patient portal show under Online payments, beside the card reader's, once the patient or their account has one: when each was started, its state, who paid and the amount, with anything already refunded. The newest come first; Show older brings the rest. Each one is posted once Stripe confirms it, as an Online payment.

• Refund gives back what is left of it to the card it was paid with, through Stripe. The ledger shows the refund as Stripe reports it. It is the only way to refund an online payment: the ledger's own Refund and Reverse refuse it, so the ledger and Stripe always agree. Roles that can refund see it.
• Refund the excess shows when a payment arrived after the account had been paid some other way: it gives back the part the account no longer owed, which waits as credit until you do.
• Check with Stripe asks Stripe about a payment still in progress, one marked Needs checking, or one with a refund still going through, and brings the payment and its refunds up to date.
• A refund made in the Stripe dashboard is posted on its own, for the difference not yet posted.
• If a refund fails after the ledger already showed it (the card couldn't take it back), the money is still with the practice and the payment can be refunded again. Correct the ledger shows on that payment: it takes the failed refund back off the ledger so it matches Stripe.

Smileline reads each payment's refunds back from Stripe, so a refund that arrives before Stripe says the payment went through, or one whose confirmation never comes, still reaches the ledger. If Stripe didn't answer a refund, Smileline looks for it in Stripe before asking again. It never asks again a day or more later: if Stripe has no record of the refund by then, it wasn't made, and a task asks you to refund again if it's still due.

Smileline also checks with Stripe by itself when a confirmation doesn't arrive, and opens a task when it needs you: a payment that couldn't be posted, a dispute (respond in the Stripe dashboard; nothing is posted on its own), a refund Stripe refused or failed, or money Stripe reported that didn't match the payment (refunded in full).

Refunds, adjustments and reversals

• Refund on a payment gives some or all of it back by a chosen method; the total refunded never exceeds the payment.
• Adjust posts a discount, a write-off or a debit according to the adjustment type's direction. Write-off types need the write-off permission (owners and managers).
• Reverse on any live entry but a transfer posts its exact opposite and marks it reversed. Its allocations unwind with it.

An online payment from the patient portal, and its refunds, change only from Online payments (see Online payments): Refund and Reverse refuse them.

A booking deposit's payment and its Deposit kept charge change only from the deposit's own block, so the two always agree: Reverse refuses them, and Refund refuses a kept deposit's payment until the deposit is undone. Reversing a refund of a kept deposit's payment leaves more of the deposit to keep, and its Deposit kept charge follows on its own within a few minutes. See Keeping a deposit.

A family member whose record was erased keeps their payments on the account. They read Details withheld and can still be refunded with Refund (see What erasing keeps).

Move credit to another patient

When a patient has paid more than they owe — a parent who paid on their own record for a child's treatment, for example — owners and managers can move that credit to another patient's account.

1. Click Move credit to another patient on the account card. It shows only while the card has a Credit on account figure.
2. Search for the patient the credit goes to. Each match shows their date of birth, so two patients with the same name can be told apart.
3. The amount starts at the credit on account. You can move less, but never more: anything above the credit would leave this patient owing, and deposits held for treatment are not credit to move. Pick the location and, if you like, add a note.
4. Click Continue. The confirmation names both patients with their dates of birth — for example, "Move £40.00 credit from Jane Doe (12 Mar 1984) to Tom Doe (3 Apr 2015)?" Click Move credit.

The move posts two entries of kind Transfer: Transfer out on this account and Transfer in on the other, each shown on its own ledger. A transfer has no Reverse icon: to undo a move, open the other patient's account and move the credit back.

Smileline refuses a move when:

• you chose the same patient whose account it is;
• the two patients share one account, so there is nothing to move between them;
• one of the records has been merged into another patient — move it to the record that patient now has;
• the account no longer holds that much credit — a colleague moved or used it while your screen was open. Smileline checks the credit again at the moment of the move, so two people moving the same credit can never leave the patient owing. Nothing moves, the dialog closes with a message and the account reads again, so you can see the credit it holds now.

Smileline recognises a move sent twice and makes it only once. If the move cannot be confirmed — the connection dropped, say — the dialog stays open and asks Smileline whether it went through, waiting for the move if it is still being made:

• If the move went through, the dialog says so. Click Done.
• If an earlier move from this dialog is the one that went through — you started a new move while the first was still on its way — the dialog names that earlier move, with its amount and patient, and says the move on screen was not made. Click Done.
• If it did not, the dialog says nothing moved and offers Retry, which sends the same move again, or Start a new move, which takes you back to the form.
• If Smileline cannot be asked either, the dialog says so and offers Retry and Check again. Both are safe to press: the move is only ever made once.

Until the move is settled — it went through, Smileline refused it, or you started a new move — it stays with this record in your browser tab. If you close the dialog, reload the page or come back to the record later in the same tab, Move credit to another patient opens on that same move and checks it again, rather than on a new form.

The tab keeps only the amount, the location and which patient record the credit goes to — never a name, a date of birth or the note. The patient's name is read again when the move reopens, and a move retried after reopening goes without its note. Signing out or switching practice forgets the move.

Family accounts

When someone else pays for a patient — a parent for a child, say — the patient's money is on the payer's own account, which becomes a family account named after them, such as Mark Doe family. The payer's balance and the patient's are added together on it, and the card on Account is titled with the account's name, such as Mark Doe family account. Someone who isn't a patient can pay too: they get a family account of their own, addressed to their postal address.

A family account is linked at the desk, from the patient's Details › Family (see Who pays), or from your practice management system: when it names who pays for a patient (Open Dental calls them the guarantor), Smileline links the patient to that person's account as the patient's record syncs.

When a patient joins a family account, their own account closes and its balance moves with them in the same step. The old account gets a Moved to another account entry and the family account a Carried from an earlier account entry — one pair for each location, and for each company where the practice has more than one legal entity — so nothing is lost and nothing is counted twice. A balance moved this way is owed from the date of the oldest item it moved, not the day it moved: payments settle it oldest first, and statements and Owed age it from that date. Credit that moves in pays the family account's oldest unpaid items at once.

Money posted before the move can still be corrected. A refund, a reversal, an insurance payment, a credit note or a change from your practice management system posts where the original money is, and what it changes moves on to the patient's current account in the same step, so a closed account never keeps a balance.

Children and adults

A child joins through the payer as their guardian. A patient counts as a child below 18 — below 16 in Scotland, 19 in Alabama and Nebraska, and 21 in Mississippi — by the country and region of their location.

An adult linked at the desk agrees as they are linked. An adult your practice management system links joins awaiting confirmation. Until they agree that the payer pays and sees their treatment, their entries read Details withheld to anyone reading the account through another patient's record, and the account's statements show them as one line with their name and total. Their money still counts in the balance, in Owed and in Take. They are listed in To do → Family links to confirm, where you confirm once they agree, or end the link if they don't. A child who comes of age while on the account shows Now an adult on Details › Family, where you confirm the payer still pays.

Ending a link

Ending a link gives the patient their own account from today. What was run up while the payer paid stays on the family account: it is the payer's to pay, and an adult's treatment there stays hidden from the payer for good. A family account left with only its payer turns back into the payer's own account. A link made by mistake can be undone instead while nothing has been charged or paid against it: see Undo a mistaken link.

Your practice management system can end a link it made, by naming the patient as their own guarantor. A sync never changes a link someone at the practice made, and never links again two patients whose link was ended. When it can't link a patient — the payer is paid for by someone else, the two pay for each other, the patient has a payment plan on their own account, a card reader payment for them is still going through, the link was ended before, or someone at the practice linked a different payer — nothing is linked or moved, and a Family account suggestion in the Review queue says why. A payment plan is an agreement with one person, so cancel it first if the patient should join: what it covers stays owed and moves with them.

Balances on closed accounts

An account closed before Smileline kept track of where its money went can still hold money. It is listed in To do → Money on closed accounts, and a debt on it also shows in Payments → Owed. Owners, managers and agency staff move its balance from there: Move to current account when Smileline can tell where its money went, or Choose where it goes. The balance moves location by location, and anything that comes back to the account later follows it. A correction to its money that comes first — a refund, a reversal, an insurance payment — moves the rest on by itself when Smileline can tell where the money went.

Invoices and credit notes

Click Issue invoice, pick the location and tick the uninvoiced charges to include. Only the patient's own charges are offered: on a family account, each member's charges go on their own invoice. The invoice takes the next number in the practice sequence, stamps each line with the tax rule in force on the issue date, and files its PDF on the account — open it with PDF on the invoice row.

The invoice is addressed to whoever pays for the patient on the issue date: the payer of their family account, or the patient themself when they haven't agreed to share their treatment there. It keeps that name even when its PDF is made again, and a credit note is addressed as its invoice was.

The invoice names the site that issued it and the company behind it: the legal name, registered office, company number and VAT number from Legal entities in Settings → Practice details. They are kept as they stood on the issue date, so a later change there never alters an issued invoice, even when its PDF is made again.

An Italian practice numbers invoices and credit notes progressively within each calendar year, shown as 12/2026. When the exempt treatment on an invoice comes to more than €77.47, a €2 Imposta di bollo line is added to the invoice and the patient's ledger automatically, and the document carries the virtual-stamp note, the legal entity's partita IVA and codice fiscale, the patient's codice fiscale as the invoice holds it (below) and the VAT-exemption wording (art. 10 n. 18 DPR 633/1972).

Invoices lists each invoice and credit note with its date, status (Paid, the amount due, or Void), total and amount due, with a PDF icon per row. An invoice whose account has closed since reads Moved instead of an amount due: its balance moved with the patient to the account they are on now. The account's statements are listed under them.

If the PDF could not be made when you issued an invoice or credit note, the document is still issued and numbered — only its PDF is missing. Its row then shows Regenerate PDF in place of PDF (to roles that can issue invoices); click it to file the PDF on the account.

An issued invoice is never edited. To withdraw it, click the Credit note icon on its row: every line is reversed on the ledger exactly as Reverse would — the payments allocated to those charges are unallocated too — a numbered credit note is issued and the invoice is marked void. Payments already taken stay on the account as credit and can still be reversed or refunded.

An invoice that came from your practice management system, such as Open Dental, has no Credit note icon. Correct it there instead: the change reaches Smileline with the next sync. A credit note here would void the invoice, and every later change from your system would then wait in the review list.

Sistema TS on Italian invoices

At an Italian site, Issue invoice also asks what Sistema TS is told about the invoice: Report with the codice fiscale, The patient objects, Not reported with a reason, or Code to follow when you don't have the patient's code yet. It starts on what the patient's record says: their objection when Objects to Sistema TS reporting is on, otherwise report when they have a codice fiscale, otherwise code to follow.

The invoice keeps that choice — its row shows it, never whether Sistema TS has received the document — and the codice fiscale it holds is the one its PDF prints, also when the PDF is made again. A later change to the patient's code or objection never alters an issued invoice. A credit note keeps its invoice's choice.

• Resolve — for an invoice whose code is to follow. To report it with the code, record the patient's codice fiscale first. Then open the invoice and choose Resolve: report it with the code, record that the patient objects, or mark it not reported with a reason. An invoice is resolved once, together with its credit notes, and their PDFs are made again with the code. See Resolve a code to follow.
• Reissue — for an invoice Sistema TS can't take as it stands: issued while the legal entity had no partita IVA, or reporting a codice fiscale Sistema TS refused and that you've since corrected on the patient. Set the partita IVA (VAT number) under Settings → Practice details → Legal entities, or correct the patient's code, then open the invoice and choose Reissue. In one step Smileline issues a credit note for it, posts its charges again, issues a new invoice — telling Sistema TS what the old one did, or reporting the corrected code — and moves the payments that settled the old invoice onto the new one, keeping their dates and methods. It works for invoices of treatments, manual charges and membership fees; correct any other by hand, with a credit note and a new invoice. See Reissue an invoice issued without a partita IVA and Reissue an invoice whose codice fiscale was refused.

Resolve is for roles that can issue invoices, and Reissue for roles that can issue both invoices and credit notes.

Statements

Click Generate statement on the account card, choose the whole account or this patient only, the period and a reminder level. It is filed as a PDF on the account and listed under Invoices, in the Statements table, with its period, kind, delivery, balance, reminder level and a PDF icon. Reminder levels 1 to 3 add the practice's overdue wording; a statement is never edited once generated. Generate statement on an account's row in Payments → Owed does the same.

• The whole account shows the balance brought forward, the period's entries, the balance and what to pay. It is addressed to whoever pays for the account. A family member who hasn't agreed to share their treatment on it shows as one line with their name and total, and a patient whose record was erased as one "Erased patient" line; the totals are the same.
• This patient only lists what is open for the patient: their own entries in the period, and "Paid from the family account" for what other members' payments settled of them. It has no balance brought forward, and asks for what the patient still owes after every payment, whoever made it. It is addressed to the payer, or to the patient when they haven't agreed to share their treatment on the family account — then it names only them, not the family account or who pays for it.

What to pay is aged by the date each item was first owed — a balance carried in from an earlier account from its oldest item — into current, 31–60, 61–90 and over 90 days, and any unused credit settles the oldest items first. In the United States, what to pay leaves out the part waiting for insurance, which shows on its own line, and any treatment the insurer hasn't estimated yet, listed as "Not yet estimated by insurance" with its amount — also when that treatment moved in from an earlier account, however many times it moved: the patient's share follows once the insurer answers.

A statement is listed on the record of every patient it names: a patient statement on that patient's record (and the payer's, when it is addressed to them), an account statement on the record of each member it names.

A statement can carry a fee: set it when generating the statement and it posts as a charge on the account that cites the statement.

Memberships

The Membership section shows the patient's scheme with its status, fee, band, reference, the month it is Charged to and the end date. Click the + icon beside it to start one: pick a price list of kind membership (kept under Settings → Price lists), the monthly fee, the start date and the scheme's member number. The fee posts to the account as a charge on the first of each month from the start date. The row's icons Lapse the charges, Reactivate them, and Cancel the membership on a date; a cancelled membership is kept, never deleted.

Charged to is the last month of the unbroken run of months that are settled: charged, waived, or with nothing owed. A month waiting for review stops the run there.

Each membership belongs to a location: its charges post there, and its month follows that location's time zone, so a membership at a location abroad is charged on the first of the month there. The section shows each membership's location, also one since closed, unless every membership is at the practice's only location. When the practice has more than one location, starting a membership asks for it, starting at the patient's home location; with one, the membership takes the patient's home location, else the practice's location.

Months a membership owes

Smileline records every change of a membership's status as it happens, and settles each month once:

• The month in progress is charged on its first day, as above. It is never judged before it ends.
• A finished month that was missed — for example, because charging could not run — is charged automatically when the membership was active for the whole month. The charge is posted on the day it is caught and labelled with the month it is for, so no closed accounting period is reopened.
• A month the membership was lapsed or cancelled for throughout owes nothing and is not listed for review.
• Months before the membership was entered in Smileline are not owed through Smileline. Entering a membership with a past start date creates no review work.

Any other month goes under the membership as a month to review, with the reason:

• the membership's status changed during the month;
• the month is before Smileline started recording the membership's status;
• the ledger refused the charge, for example because the period is closed, or the patient was merged into another record;
• the previous version of Smileline may have charged the month. The membership charges in the ledger dated in that month are listed beside it, so you can check them before you decide.

Click Charge to post the month's fee today, labelled with the month, or Waive to settle it without a charge. Waiving asks for a reason. The same months are listed for the whole practice on To do, under Membership months to review.

A month whose charge was later reversed shows as Charged, then reversed. It stays settled and is never charged again automatically; post a new charge by hand if one is owed.

Ending a membership

Cancelling a membership sets the date it ends. Its months up to the month that contains that date still need settling: finished months are assessed as above, and you can settle the rest straight away. Click Decide remaining months under the membership, choose Charge or Waive for each month (a waived month needs a reason), then click Decide months.

A patient can't be erased while they have a membership that is active or lapsed: cancel it first, so that it has an end. Nor while any month up to that end is waiting for review or not yet settled. Use Decide remaining months so that the erasure doesn't have to wait for the final month to finish.

Payment plans

The Payment plans section spreads a treatment cost over instalments. Click the + icon, enter the total, any deposit already paid, the number of instalments, how often they fall due, a flat interest rate if one applies and the first due date. The amount financed (total minus deposit, plus the interest) is split evenly, with the rounding on the last instalment. Each plan is one row with its status, total, schedule and how much is settled. The plan is a draft until you click its Activate icon, which renders the agreement as a PDF filed on the account (open it with the Agreement icon) and freezes the schedule.

Expand a row to see its instalments, each with its due date, amount, what is settled and its status: Due, Missed once its date has passed unpaid, Partial, Paid or Waived. Payments stay on the ledger as usual; click the Allocate payment icon to apply one of the account's live payments to the plan, which settles the earliest open instalments first. Waive excuses an instalment with a reason. The allocations are listed under the instalments, each with a Reverse icon; a payment reversed on the ledger reverses its allocations by itself. The plan completes on its own when every instalment is paid or waived, or the row's ⋯ menu marks it Default or Cancels it; a closed plan is never edited. The account card's Next instalment shows the earliest instalment still to pay on an active plan.

An instalment unpaid again

A completed plan can lose a payment that settled it: the payment was reversed, or it was a booking deposit the practice kept. The instalment is open again, and the row shows An instalment is unpaid again beside Completed. Nothing settles it by itself, because the money may be meant for something else. To settle it again, click the row's Reopen icon: the plan is active again, with the same agreement, amounts and instalments, and Allocate payment applies a payment to it as before. The plan completes again once every instalment is paid or waived. Reopen needs the right to manage payment plans, as Allocate payment does.

A plan stays on the account it was agreed on. When the patient has since joined a family account, Allocate payment offers the live payments of that earlier account, never the family account's.

Till

The till — the cash drawer in the United States — is on Payments → Today: open it with a float, cash up against the count and reconcile it. See Payments.

Close a period

Owners and managers close a location's books from Payments: Month end → Lock entries up to…, with the location and the last day of the period. No entry can be posted into a closed period; corrections after that go into the open period as reversals. See Month end.

On the phone

The mobile app shows the same account with the recent entries and a Take payment sheet — cash or card by hand, or on a reader with the same wait, decline and cancel steps.