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Payments and owner balance

How ward charges work, where to record payments, and how to read the owner Balance tab.

How payment tracking works

Kozelot Vet tracks payments at the owner level, not the visit level. Every charge, whether a ward stay, service, or manual charge, is associated with an owner and appears on the Balance tab. You mark payments as paid from there after the owner settles.

There is no automatic payment gateway linked to the ward. Charges are recorded manually, which keeps the flow simple and works with cash, card terminals, or bank transfers.

Ward charges

When you admit a patient to the ward with a price per night and expected number of days, a charge entry is automatically created on the owner's Balance tab. The amount shown is an estimate: price per night multiplied by expected days.

⚠️The ward charge does not update automatically if the stay is extended or the patient is discharged earlier than expected. Adjust the charge manually on the Balance tab if the real stay differs.
💡If you don't want to track payment for a ward stay, leave the price per night at 0 when admitting the patient.

The owner's Balance tab

1

Open the owner's profile from Owners.

2

Click the Balance tab. You'll see all charges, including ward stays, services billed during appointments, and manual charges.

3

Click "Mark as paid" next to a charge after the owner settles it. You can also record partial payments.

Unpaid versus paid status

By default, all charges start as unpaid. You update them to paid manually on the Balance tab after the owner pays. The ward slot card and the reports page use this payment status.

In Reports -> Ward stays, you'll see a payment status column:

  • Unpaid: No payment recorded yet.
  • Partially paid: A partial amount has been recorded.
  • Paid: The full charge has been marked as paid.

Clinic subscription and billing

Your clinic subscription is separate from owner payments. Subscription billing is managed in Billing and does not affect how owner charges are tracked.