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
1. Go to Reports > General Reports.
2. Select Unpaid Invoices in the Report Type dropdown.
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.
Name the favourite and Save.
Next time you run this report you can select your Favourite and your filters will be automatically added.
5. Click Show to run the report.
This report will show the following information using the invoice creation date:
- Invoice Date
- Invoice Number
- Total invoiced amount
- Paid Amount
Note: If there are multiple pages, use the Items per page dropdown to increase the items on the page.
6. Select Download to Excel if you would like to export the report in xlsx.