TheraNest users with Billing permissions will be able to access and run the invoice aging report. 

Report Purpose

This report displays those invoices with an unpaid balance.  It allows you to quickly identify outstanding balances older than 30/60/90/120+ days since the invoice date. 

The report is broken out by client so you may see the same client multiple times. You can search by click in the search bar on the right side of the results. 

Report does include archived clients. 

Run Report

  1. Click on Reports in the primary navigation bar
  2. Under the Billing  section choose Invoice Aging 
  3. Set the On Date (date invoice was created on) and mark options for Days Past Due.
  4. Click Run Report.
     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 search for a particular client in the search field.
     You can also copy or download the CSV, Excel, and PDF version directly to your computer by clicking the
    CSV and PDF in the right. 
Did this answer your question?