Record money entry

ModuleCash box

Suggested profileCashier / Reception

PermissionCASH_BOX: WRITE

StatusValidated

Objective

Record a money entry in the active cash box: service charge, advance, partial payment, CryoBank charge or any other income.

Before starting

• Have an open cash box. If not, open the cash box first from Open cash box.
• Have CASH_BOX: WRITE.
• If the entry comes from a patient, have the patient identified.
• If the entry is associated with a service or a CryoBank charge, have the charge identifier.

Step by step

1. In the Cash box module, in the Movements tab, click Add Entry (green header button).
2. The entry dialog opens. Enter:
   • Concept (concepts catalog).
   • Amount and payment type (cash, card, transfer, etc.).
   • Patient (if applicable).
   • Service or charge associated (if applicable).
   • Observations.
3. Confirm with Save.

Expected result

• The entry appears in the movements table.
• The Total Income and Net total in cash box widgets are updated.
• If the entry is an advance, it is recorded as a balance in favor of the patient.
• The system shows a success message.

Pending: add screenshot of caja-entrada-01-dialogo.png.

Common errors

Situation	What to do
The Add Entry button is disabled	There is no open cash box or the user does not have CASH_BOX: WRITE.
The concept does not appear	Configure it from Cash box concepts or ask administration.
The amount is not applied to the patient	Verify that the patient has been selected in the dialog.
The entry does not appear in the table	Wait a few seconds; if it persists, refresh the page.

Suggested permissions

• CASH_BOX: WRITE.

Relation with other modules

• Patients: the entry is associated with the patient and is visible in their information drawer.
• Services: if the entry is a service charge, it is linked to the schedule and the service.
• Gamete bank: CryoBank entries are reflected in the corresponding tab.
• Resources / Concepts: the available concepts catalog comes from that module.