NextGen - What is Statement (+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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• NextGen - How to show detailed Tax on Invoice, Statement and Estimate ?

  1) Please click on the clinic settings - restricted 2) click on the invoice option and click on Show Detailed Tax in Invoice, Statement and Estimate. A > Click on Invoice. B > Click on check box > Show Detailed Tax in Invoice, Statement and Estimate.

• Next Gen - Statements (+ Balance)

  Navigation :  Go to Money Manager >> Receivables and Billing >> Statement (+ 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 ...

• Legacy - Statements (Balance -)

  Here we can see the clients who have credit with us. They can view the report in pdf and email to directly from here. If the payments are cleared then they can click on the refund now button to settle it. Statements (Balance -)

• Legacy - Receivables / Billing - Statements ( - Balance)

  Objective of Report Used to present advance payments / Credits of client / patient with the capability of sorting on Specific column Viz. "Balance", etc. One can activate the refund process from this report Phone number and email details are blurred ...

• NextGen - How to show interest information on Invoice and Statement ?

  1) Please click on the clinic settings - restricted 2) click on the invoice option and click on Show Interest Information on Invoice and Statement. A > click on invoice. B > Click on check box > Show Interest Information on Invoice and Statement.