Monthly Invoices and Statements are printed from the end of month reporting group. Statements include all transaction history (invoices, payments, adjustments, etc.) for the period. Invoice details for both posted and closed invoices can be provided within the statement or
Learn more about why processing end of day (EOD) is important for your practice and how to efficiently complete this task. End of day functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative
Learn how to create, run, and print reports for end of day, end of month, and end of year. Accessing end of period reports To quickly access your default EOP reports: To view the library of available reports, view the
Split Billing allows you to divide the total owed to the practice between multiple owners of a patient, when the owners/clients are set up in a partnership. The billing is based on the percentage of ownership of the members within
All the information you need to process end of year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides, use the resources below for detailed information on how to perform the
Use the Mass Markup Tool to make global pricing changes to your service and inventory type invoice items including base prices, minimum prices and dispensing fees. You can also add or remove taxes, discounts, or dispensing items. Using
Writing off a client sets their account balance to zero, inactivates their account, and adds an alert to their account. Reinstate the client to restore the balance, reactivate the client, an update the alert. Write off If you try to
Learn more about why processing end of year (EOY) is important for your practice and how to efficiently complete this task. End of year functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative
Learn more about why processing end of month (EOM) is important for your practice and how to efficiently complete this task. End of month functions Maintaining a consistent pattern of closing periods is recommended for best period-based reporting and comparative
The most frequently asked questions about end of period activities.
