# Patient Advance

The **Patient Advance** report allows tracking of advance payments received from patients, including how they were used—whether consumed, refunded, or transferred.

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### Steps to Generate the **Patient Advance Report** <a href="#steps-to-generate-the-period-wise-sales-report" id="steps-to-generate-the-period-wise-sales-report"></a>

* Open the **Patient Advance** report by navigating to **Home > Reports > Finance Reports > Patient Advance.**
* To generate the report for a specific patient, search using the **Patient PIN, Name, Mobile Number,** or **EID Number.**
* Set the desired **From** and **To** date range to define the reporting period.
* Use the **Clinic** and **Doctor** filters to filter the report based on the clinic location and consulting doctor.
* Click **Search** to generate the report.

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### Report Structure

The generated report consists of three sheets: **Patient Advance Summary, Patient Advance Received,** and **Patient Refund & Consumed.**&#x20;

* The **Patient Advance Summary** sheet provides a summary of patient advances. It includes fields such as **Patient ID**(Patient PIN)**, Patient Name,** and the **Advance Amount.**
* The **Patient Advance Received** sheet displays details of all advance payments received. It includes the fields such as **Advance Type, Visit Date, Receipt/Payment Number, Against Receipt, Invoice Date, Invoice Number, Patient ID**(Patient PIN)**, Patient Name, Doctor Name, Specialty, Mobile Number, Total Bill Amount, Paid Amount, Advance Amount, Payment Methods(eg. Cash, Card, Bank Transfer, Payment Gateway, Amex, Crypto, Selfologi, Tabby, Salary, Gift Voucher, and Fresha) and Remarks.**
* The **Patient  Refund & Consumed** sheet displays information on how the advance was used—whether **refunded**, **transferred** to another patient, or **consumed**. It includes fields such as **Advance Type, Visit Date, Receipt/Payment Number, Against Receipt, Invoice Date, Invoice Number, Patient ID**(Patient PIN)**, Patient Name, Doctor Name, Specialty, Mobile Number, Advance Amount, Payment Methods(eg. Cash, Card, Bank Transfer, Payment Gateway, Amex, Crypto, Selfologi, Tabby, Salary, Gift Voucher, and Fresha) and Remarks.**

The screen also includes functional tools: **Pagination**(To browse multiple pages of results), **Zoom and Refresh** controls, **Search within the report, Print,** and **Export** options.

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