Next Gen - Receivables and Billings

Navigation : 

Go to Money Manager >> Receivables and Billing.

Under Receivables and Billing, you will the above options which will help you as explained below.

1> 30-60-90 Days Aging : 

This page will give you a list of clients according to the age of the balance on there account that they owe to the clinic. (Lesser than 30 days, 30-60 days, 60-90 days, greater than 90 days.)

You can click on Details under each client to know about the balance.
You can click on Pay to collect the balance on the account.

2> Statements (+ Balance):

The Statement + balance reports provides the entire list of clients who owe Money to the clinic.

1>  Add Interest : Will help you add interest to the outstanding balance if the interest details are updated under clinic settings.
2> PDF Statements: Will help you get a PDF statement in detailed or Summary format.

3> Email statements : Will help you send an email to all the clients who owe money to your clinic.

4> Statement (+ Balance) Report : Will help you get a report of all the clients with an outstanding balance.

5> SMS Pending amount: Will help you send an SMS of the pending amount to the clients.

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