​How do I generate a report to know which patients have an invalid card in my solo practice?

With the "Invalid credit cards" report, you can quickly know which of your patients have an invalid payment method entered in the system without spending time scrolling through fields or pages. Read on to learn how to generate it. 

1. From your main dashboard, click on "Reports."

2. Go to the "Financial Reports" section. 

3. Choose "Invalid credit cards" from the drop-down. 4. After selecting the merchant, click "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. You can continue working on other tasks in a different tab. Click on "Yes, proceed" to continue. The report will be downloaded to your computer in .CSV format.

If you have any questions, please contact us.