Description:
This report displays a list of invoices that have not yet been paid, sorted by client. Invoices display in 30 day time periods.
Use:
This report can be used by accounting to view which services are still unpaid, and the length of time since the invoice was billed.
Limitations:
N/A
Filters
This report can be filtered by:
Field | Description |
---|---|
Company | The selected company. |
Location | The selected location. |
Admit Type | The code for the client's admission. |
Team | The selected team. |
Payor | The selected payor. |
Date | The selected date. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Payor | The client’s payer. |
Client | The name of the client. |
Date | The date of the client’s invoice. |
Invoice | The invoice number. |
Type | The invoice type. |
Amount | The invoiced amount. |
Balance | The current balance of the invoice. |
0-30 Days | The invoice balance 0 – 30 days after billing. |
31-61 Days | The invoice balance 31-61 days after billing. |
61-90 Days | The invoice balance 61-90 days after billing. |
90+ Days | The invoice balance 90+ days after billing. |
Totals (Client) | The client’s total balance |
Totals (Payor) | The payer’s total balance. |
Grand Totals | The total of all balances. |
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