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View all outstanding invoices
View all outstanding invoices

Run a report to see which invoices are still owing!

Emily avatar
Written by Emily
Updated over a week ago

If you need to see a quick-glance view of which invoices haven't been paid yet, the Outstanding invoices report will help you!

This report will show you all invoices (and which patients and practitioners they're for) that are still marked as open!

Run an outstanding invoices report

Head to Reports, and then Outstanding invoices:

On the next page, you'll be able to filter by business and practitioner (both active and inactive):

If you click the invoice number, it will bring you to the actual invoice, where you can pay it, write it off (if necessary), or email it to the patient, among other things!

If you wish to print your report, hit that Print button at the top of the page:

A "print dialogue" screen will open up, and you can print it out (or save it as a PDF to your computer!). ๐Ÿ–จ Here's what the printed version would look like:

On the flip side, if you're looking to see who has money waiting to be used (account credit), you can also grab that information pretty quickly! Head over here to learn how.

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