The Pending Payments Report captures any outstanding funds that were processed on an account or invoice.
Watch the video below to learn how to use the Pending Payments Report!
Some payment types such as Government Vouchers or Childs Dental Benefits Schedule (CDBS) may take time to clear into your accounts and occasionally may need to be amended if the total amounts credited differ from the invoice.
There is a setting found under Settings > Practice > Integrations, which, if checked, will mark every CDBS transaction as Pending
Every Pending invoice will have options to:
Amend: If the amount received
Cancel
Approve
