Useful to review all invoices for a day or time period.
Navigate to Financials > Invoices under Accounting on the left-hand side of the screen.
Filters
-
Tags: any Client or Patient tag listed for the selected location
-
Providers: list every active provider in the whole organization
-
Location: filters by the location selected
-
Date range to span a date range for the invoices
Choose desired filters by selecting Open, Due, or Paid invoices and specify the Tags, Providers, Locations, and Date range to generate specific information.
Click to expand...
Open Invoices: in progress/not finalized
Due Invoices: finalized, ready for payment, or partial payment received
Paid Invoices: paid in full
Uncollectable: This is not reversible
Click an invoice to open the details of that invoice in a separate tab.
Renewals Buttons
Included Renewals - if checked, all invoices are listed, including any invoices with plan renewals.
Only Renewals - if checked, a list generates containing ONLY plan renewals