Unpaid Invoices Report

Brief Overview

The Unpaid Invoices report can be used to show invoices which have not been paid based on the invoice creation date. If there has been a part payment on the invoice this will show as a Paid Amount. Once the invoice is paid in full it will no longer show on this report. 

Note: This report is only available to users with Practice Admin access.
Note: This report also includes invoices in Draft status.

 

The Short Version

  • Go to Reports > General Reports
  • Select Unpaid Invoices in the Report Type dropdown 
  • Filter the report as required
  • Save as Favourite (if you need to run this report again in the future)
  • Click Show
  • Download Excel as required

 

Instructions

1. Go to Reports > General Reports.

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2. Select Unpaid Invoices in the Report Type dropdown.

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3. Use the filters as required:

  • Doctor - You can select multiple providers from your list of users or leave blank to show all providers.
  • Location - Select locations from the dropdown or leave blank to show all locations. 
  • From Date - You can select a specific set of dates or use the radio buttons to quickly select a set period. 

4. Once you have added all filters, if this is a report which you would like to run again in the future, click Save as Favourite.

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Name the favourite and Save.

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Next time you run this report you can select your Favourite and your filters will be automatically added. 

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5. Click Show to run the report.

This report will show the following information using the invoice creation date:

  • Provider
  • Location
  • Patient 
  • Invoice Date
  • Invoice Number
  • Total invoiced amount
  • Paid Amount

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Note: If there are multiple pages, use the Items per page dropdown to increase the items on the page. 

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6. Select Download to Excel if you would like to export the report in xlsx.

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