Is there a way to run a report for clients with outstanding balances?

Modified on Wed, 25 Jun at 5:41 AM

Yes.


You can run the Aged Receivables report found in your Green Reporting tab.


Please note- If you do not see this or other reports in your green Reporting tab you may not have the correct permissions for this. Please contact your Site Administrator or Practice Manager if this is the case.


To see all available reports in your site check out this article on our Help Documentation portal - HERE

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