The Accounts Receivable Report provides an overview of outstanding client balances, showing unpaid sales, due amounts, and aging periods. It helps track overdue payments and manage collections efficiently.
Access the Accounts Receivable Report
From Reports (top menu) > Financial Reports, you can access the Accounts Receivable, which displays all outstanding balances along with their aging periods.
❗This report shows current balances only.
We suggest exporting and saving the Excel report on the first/last day of the month to maintain records of historical balances.
Filtering and sorting
Click on the Filters button to narrow down your report by client name, alerts or by aging period.
The results display all clients with outstanding balances. The total sum can be seen in the 'Total due' column. There is also a breakdown that shows the amount due split between:
0-30 days
31-60 days
61-90 days
91-120 days
120+ days
Click on the circled Info icon next to the Total Due amount to view a detailed list of all related sales, including those that are pending or partially paid. You can sort the list by sale date, and find important details such as the sale date, patient name (or "Sale with no patient" for counter sales), and a direct link to open each sale.
From the Actions column, you can easily add a new payment by clicking on the Add Payment $ icon.
You can also click on the Client Statement Preview icon, to preview the full client statement and send it via email, download or print it.
The list can be exported in PDF or Excel, by clicking on the blue Excel or PDF buttons on the right-hand side:
📌 You can sort by the client name (alphabetically, ascending, or descending) or by the total due amount (which is also the default sort descending).
📌 You can readjust the width of any column in case you want to see more information at a glance.
📌 You can change the order of the column by dragging and dropping them in the desired order.
