Navigate to Financials > Accounts Receivable under Accounting on the left-hand side of the screen.
To perform advanced filtering in Excel, select Download All.
Filters
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Tags: any Client or patient tag listed for the selected location
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Providers: list every active provider in the whole organization
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Location: filters by the location selected
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Date range to span a date range for the invoices
Click to expand...
0-30 Days Old Invoices
31-60 Days Old
61-90 Days Old
91+ Days Old Invoices
Account Credits Invoices