How do I see a list of all non-invoiced transactions?

Here's how to see all non-invoiced transactions in your practice:

1. From the main dashboard, click on the ''Financial'' tab. 

2. Click on the ''Filter List'' drop-down and set the ''Date Range'' field to ''All''. Then, scroll down and click on the radio button next to ''Non-invoiced transactions''.

3. Every transaction in your practice that has not been added to an invoice will be displayed. 

4. From here, click on the drop-down arrow next to each entry to edit, delete or mark the transaction as won't submit to insurance. 

5. To create an invoice from this section, follow the steps outlined here, on the ''Financial>Financial Summary'' section.

That's it! If you have any questions, please contact us

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