Learn how to create frequently asked for patient reports such as patients with overdue reminders, patients of a specific breed, patients seen in a specific time frame and more. Common patient reports Tip: Set key reports as a favorite to
Learn how to create frequently asked for invoice item reports such as a list of current prices, active items, who bought specific items in a specific time frame, and more. Common invoice item reports Tip: Set key reports as a
Learn how to create frequently asked for client reports such as who your top clients are, client mailing and email addresses, clients who owe money, new clients and more. Commonly asked for client reports Tip: Set key reports as a
Invoicing is the process of documenting the sale of goods and services performed on a patient and requesting payment from a client. It’s used for record-keeping, accounting and taxation purposes. During the invoice process, Cornerstone updates the reminder information and
All the information you need to process end of year within Cornerstone and ensure your system is set for the next year. Use these resources to help you navigate closing/processing your end of year. In addition to the quick guides,
Answers to the most common invoicing questions. Other resources
The Client Account window and Account information tab on the Patient Clipboard can be used to view a client’s account history, credit code, aged balance amounts, transaction details, and perform financial tasks. Client Account window access and differences Access There
Posted payments, including change given, can be voided in cases of an entry error. Void a payment on account Voiding a payment posted on an invoice Additional information Related reports Resources
Instructions and tips on returning and refunding a client account. Return and refund examples How to return and refund items Additional information Related reports Resources
Common client accounting issues and the best solutions to fix them. Other resources