It is important that this report is run on the close of business June 30th as this report cannot be back-dated and will only report the outstanding amounts and credits as of the current date and time.
The Account Balance Report is found under Statements/Invoices by selecting the ‘Acc. Balance’ button on the right-hand side.
This report will list all patients with Outstanding amounts and credits, and can be filtered by Patient or Practitioner. A ‘Detailed’ report can also be generated to show the individual transaction details of each patient.
Printing or previewing and saving this report as a PDF is essential. Exporting to .CSV or Excel format is also available.