Future Billings Report - Details

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When doing a Future Billings Report it gives us the expected income from Future Billings.  Is it possible to get a more detailed Report that gives us the names of those clients with Future Billings? We really need this information and  I cannot find a Report that gives me those details.  Thank you.
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Celia Young

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Posted 1 year ago

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Steven, Business Care

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Hi Celia 

That report was added to be able to provide practitioners some indication of future cash flows for large ticket items where patients are allowed to pay over a period, such as in orthodontics. How would you use the report with the additional information that you are requesting?
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Celia Young

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It would good to be able to get a list of the clients who still owe on these big ticket items, not just the amount outstanding.