Skip to main content
Skip table of contents

Invoices Dashboard

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.


  • 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 here 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

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.