Detailed Transaction Summary Report

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This report is a detailed summary of invoices with included:

  • Item numbers description & individual fees

  • Receipts date with payment method

  • Discounts for the period selected

  1. Click the navigation menu > Patients > Invoices page

  2. Invoices toolbar > Reports > Detailed Transaction Summary

  3. In the 'Detailed transaction report' Window: 

    1. Select date period or enter From - to dates

    2. Click OK to preview and print

  4. Click E-MAIL to select the email address to send to
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