TheraNest users with Billing permissions will be able to access and run the Write-off report.
This report shows write-offs that occurred in a certain date range and it can be filtered by client and staff member.
- Click on Reports in the primary navigation bar
- Under the Billing section choose Write-off
- Set the Date Range, Client, and Staff.
- Click Run Report.
The report will be generated on the right that will show the Client's name, Invoice Number, Date of Service, and the amount that was Written-off.
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 or PDF version directly to your computer by clicking the CSV and PDF on the upper right tab.