# Advance Management

The **Advance Management** screen allows staff to track **Advance** amount, including adding, editing, refunding, transferring, and printing the details. Additionally, the screen displays **Credit Note** details and their consumption history.

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## **Overview**

The **Advance Management** screen includes a search field, and the top panel provides comprehensive details about the patient, such as their name, demographic information, and cash/insurance details. Additionally, it highlights the patient’s financial summary, displaying **Advance** and **Credit Note** balances. Below this section, a plus icon allows staff to add the advance amount details.

<figure><img src="/files/r4AU4qM1Cc66FAcVm7vp" alt=""><figcaption></figcaption></figure>

The transactions (From **Invoice** and **Advance Management** screens) are listed in a spread format in the **Credit Transaction** section with the following columns:

* **Trans Date**: Shows the date of the transaction.
* **Advance Type**: Specifies the type of advance payment made (**e.g. Advance, Credit Note** or **Advance Against Invoice**).
* **Credit Type**: Indicates the type of the credit (**e.g. Clinic, BU, Department** or **Doctor**).
* **Credit To**: Denotes the entity to which the credit is assigned (**e.g. Branch** or **User**).
* **Amount**: Displays the total amount of the transaction.
* **Consumed Amount**: Shows the portion of the amount that has been utilized.
* **Balance Amount**: Reflects the remaining balance.
* **Reasons**: Displays the comments.
* **Status**: Indicates the current state of the transaction, such as **Open** or **Consumed**.

Additionally, a **More Action** menu is available for further operations on each line item:

* **Edit**: Allows users to modify the details of the advance payment.
* **Refund**: Enables users to refund the selected line item.
* **Transfer**: Allows users to transfer the amount for one patient to another.
* **Print**: Provides an option to print the report.
* <mark style="background-color:yellow;">**Delete**</mark><mark style="background-color:yellow;">: Allows users to delete the advance amount.</mark>

In addition, the spread includes a grouping feature for the **Trans Date** and **Advance Type** columns. A Plus icon is available to view the details of each line item.

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## **Functionalities**

### [Add Advance Payment](/uniteemr/application-modules/billing/advance-management/add-advance-payment.md)

Staff use this option to add an advance payment for a specific patient.

### [More Action](/uniteemr/application-modules/billing/advance-management/more-action.md)

<mark style="background-color:yellow;">More Action menu includes options to Edit, Refund, Transfer, Print, and Delete.</mark>

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