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How to use and read Receivables reporting

Learn how to generate a report showing all unpaid invoices 

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Instructions

  1. Go to Reports, then Receivables
    How to use and read Receivables reporting.png
  2. To export the data, click Download CSV or Download PDF
  3. Optionally, click the client’s total to pay the outstanding balancePay Outstanding Balance.png
  4. Add the payment amount and click Pay

Note: Connect ClinicSense with Square to email invoices for clients to pay online.

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