This report displays the summary of all client/insurance payments and write-offs for invoiced services for each client within the specified date range.

Report Logic:
           * Pulls in payments that were accepted in the specified date range
           * Pulls in Unapplied Payments
            *Pulls in Payments that occurred OUTSIDE of the specified date range IF there was a Write Off in the specified date range.

  1. Go to Reports > Billing > Payment
  2. Set the Date Range and Client. Click Run Report .
     


 
 
 3) The report will be generated on the right and will show the client's name, Total Amount paid, Insurance Payment, Client Payment, Client Write-Off Amount and Insurance Write-Off Amount.
 


 
 Note: You can always set how many clients you can see on the screen by clicking the number of entries on top of the report from 10, 25, 50 & 100.  
 


 
 You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.
 

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