A client wants a report of all invoices for a specific time period. How do I do this?

Follow
  1. Under Reports, select Finance.
  2. Click New Report at the top-right of the page.
  3. From the Report Type drop down menu, select Invoice.
  4. Set any filters you require.
  5. If the report is for a particular client, select Customer* at the Payer radio button and enter their name.
  6. Click Run.

* Depending on the terminology you use, you may see Patient, Client, Resident, Supervisee or Customer

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