Accounts Receivable Report

The Accounts Receivable Report provides a list of outstanding receivables for your clinic, including direct invoices, third party invoices, and claims.

This report can be generated as either a PDF or Excel file. Excel output is recommended so that you can sort and filter the data. 

Generating an Accounts Receivable Report

1. Go to Reports 
2. Under Accounting, select Accounts Receivable 
3. Enter your Report Parameters: 
   • Clinic 
   • Direct Invoices
   • Third Party Invoices 
   • Claims 
   • Output
     • PDF
     • Excel (recommended) 
4. Click Create 

Result 

The Accounts Receivable Report generates as either a PDF or Excel file, depending on the selected output type.

The report includes outstanding balances for the receivable types selected in the report parameters, including:

• Direct invoices
• Third party invoices
• Claims

When generated in Excel format, the report data can be filtered, sorted, and modified for additional review or date range analysis.

Example 

The following examples show what the Accounts Receivable Report looks like when generated as a PDF or Excel file.

PDF

Excel