Creating a balance due report

A balance due report can help you identify and follow up with customers who owe your facility money, due a declined payment or manual billing. If you would like to create a balance due report you can do so from the Billing Center window.

  1. In the Data Entry main window click Manage and select Billing to open Billing Center window.
  2. Click the Balance Due tab.
  3. Click the Print Report button.
  4. This will display a list of customer names, their contact information, recent activity, status and past due balance. This report will not list any terminated members who have a past due balance.
  5. You can now print, email, or open the report in Word or Excel. You can also save it as a HTML or CSV file.
  6. Click Close to exit the report, and Close again to finish.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.