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

  1. Click Reports > Finance.

  2. Click New Report at the top-right of the page.

  3. From the Report Type drop down menu, select Invoice.

  4. (Optional) Set any other filters as desired.

  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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