Aged Invoices- Detailed

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.

Sample Report

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