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 -)

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• 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 ...

• 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 ...

• 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: ...

• NextGen - How to enable client for announcements, Remiders and statements ?

  >> While registering the Client or while editing their profile click on the check boxes against Statements, Appointments, and reminders.  By doing above steps clients will receive reminder or statements to their registered email address.

• NextGen - How to remove reminders displayed on invoice and statements?

  1) Please click on the clinic settings - restricted 2) click on the invoice option and click on >> Do not display patient reminders in invoices and statements. A > Click on Invoice. B > Click on check box >>  Do not display patient reminders in ...