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.
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.
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.