How do I generate an account receivables report?

The "Accounts receivables" report will show a summary of the total amount owed by patients in the group. Read on to learn how to generate it. 

1. From the "Owner" dashboard, click on "Reports."

2. Go to the "Financial" section.  

3. Choose "Accounts receivables" from the drop-down.

4. Click on "Generate report." 

5. The following pop-up will appear, informing you not to close the tab while generating the report. After you click "Yes, proceed," the report will be downloaded to your computer in CSV format.  

If you have any questions, please contact us.