Accounts Receivable Report

The Account Receivable Report displays outstanding balances for invoices where the invoice date is within the past 24 months.

Generate an Outstanding Balances Report

Follow these steps to download a report of outstanding balances for recent invoices.

1. Log in as the Admin.
2. Click on Reports in the top left header.
3. Under the Finance section, select Accounts Receivables.
4. Click Download. The report will download as a CSV file.

Important Note: This report provides a detailed view of all outstanding balances for invoices issued over the past two years. The report cannot be broken down into a specific day; however, if you click on an outstanding balance it will give you more detail like invoice number, date, patient, and amount owing.