The Outstanding Invoice Report will display any Invoices that have a remaining balance which were created within the selected date range.
Note: if you do not see the Reporting section in the Main Menu, you will need to be given access by an admin at your practice.
At the top left of the report, select a predefined date or date range. You can also refine results to a single practice if using a multi-practice workspace.
Using the Report
Results can be sorted by any of the columns data using the sort icon in the headers of each column. Each invoice will have a link which will open the invoice in a new tab where you can make amendments.
Note. Invoices with Pending Payments will also appear in this report until those payments are approved. Run the Pending Payment Report to single out those transactions.
Downloading the Report
Click the Download CSV to download the .csv (Comma Separated Values) file and import it into your spreadsheet or accounting application of choice.