> ## Documentation Index > Fetch the complete documentation index at: https://docs.liveclin.com/llms.txt > Use this file to discover all available pages before exploring further. # Finance module > You can now split sales into installments, see who has overdue payments, track invoices, and record payments your way. ![Revamped finance module](https://mintcdn.com/liveclin/0KbB1LYdvXVWzQgU/images/cover-placeholder.svg?fit=max\&auto=format\&n=0KbB1LYdvXVWzQgU\&q=85\&s=12cb04993a65a488a90231f9ffe00392) **November 3, 2026 · New** Getting paid by your patients just got simpler. Whether you're a nutritionist, a doctor, or a personal trainer, you can now sell a plan in installments, see at a glance who has a late payment, and keep your invoices up to date — all inside LiveClin. ## What changes in your routine * **Split the sale into installments.** Before, installments weren't possible; now you split the plan into as many installments as you need, each with its own amount and due date. For example, a quarterly follow-up of R$ 900 can be charged as 3 × R$ 300. * **Know who owes you.** In the patient list, the **Financial** column shows how much is left to receive from each patient; on the profile, overdue installments get a red alert (for example, "1 overdue installment"), so you can follow up at the right time. * **See what came in and what's missing.** The transactions report separates what is received, pending, and overdue, and you can mark several receipts at once. * **Keep invoices up to date.** Mark, installment by installment, which invoices have been issued and which are still missing. * **Record it your way.** Create your own payment methods (Pix, card, payment link, and more) and choose which one was used on each installment. * **Adjust the follow-up from the profile.** End a service early and, as before, pause, extend, or refund it, all in the patient's **Services** tab. * **Switch plans without duplicates.** When you sell a new service starting today, it replaces the current one right away. Before, both stayed active until the previous service ended. ## How it works ### Sales in two steps When you register a patient in **Actions → Add patient** (after the registration details), or add a new service from the profile with **Add service**, the sale is split into **Service and financial** (service, start, duration, sale date, amount, discount, and notes) and **Payment**. For payment, you choose between **one-time** and **in installments**. For installments, the setup can be: * **Automatic** — you set the number of installments, the first due date, and the method. * **Manual** — you edit each installment (amount, due date, method, received or pending). The **Distribute automatically** button splits the remaining balance, and LiveClin warns you when the installments don't add up to the total. If the patient has already paid, say so: for **one-time** payments, in **Payment already received?**; for **installments**, in **How will you receive?** (no installment paid, first installment already received, installments on credit card, or anticipated amount). ### Transactions report In **Reports → Transactions**, the chart shows an overview of transactions and the cards show the **Received**, **Pending**, and **Overdue** transactions. Click the footer of a card to filter the list by that status. The transactions list has the **All**, **Receipts**, and **Payments** tabs. On each row, you can open the patient's profile, see the **sale details**, mark the transaction as **received** or **pending** (entering the date and method), and manage the invoice. You can run these actions on several transactions at once by selecting the rows. ### Invoices Each installment has an invoice status: **issued** or **not issued**. Mark it (or unmark it, if it was a mistake) from the transactions report, the sale details, or the patient profile, one at a time or in bulk. ### Payment methods Besides the system methods, you can **create, edit, and delete your own methods**, choosing a name and an icon (Pix, card, bank slip, cash, payment link, and more). In **Services**, use **Actions → Manage methods**. Methods are available in sales and installments. ### Services in the patient profile In the **Services** tab of the profile, the current service shows its status (active or paused), its term, and the **Pending**, **Received**, and **Total** cards. The pending amount turns red and an alert appears when there are overdue installments. From the service menu, you open the **sale details** (with every installment), **pause** (and later resume), **refund**, and manage the invoice. From the term pencil, you can **extend** the service or **end it early**. In the sale details, mark installments as **received** or **pending**; refunds can also be done per installment. The profile also shows the patient's **gross revenue** and **active time**, plus the history of previous services. ### Patient list and Services page * In the patient list, the **Financial** column shows the sale amount and how much is left to receive (for example, "To receive: R\$ 600.00" or "No pending payments"). Sorting by it now **orders** the list instead of filtering it, so no patient disappears. * On the **Services** page, the period summary shows **sales** (new and recurring), **average ticket**, and **best-selling service**, with shortcuts to see each service's patients and transactions. ## Next steps > [card] [First steps](https://docs.liveclin.com/en/tutoriais/comece-aqui/primeiros-passos.md) > > Register a patient and make your first sale from start to finish. > [card] [Overview](https://docs.liveclin.com/en/tutoriais/comece-aqui/visao-geral.md) > > Review what LiveClin does for your practice. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.