19.13.4. Outstanding Balances

This guide will show you where to find an outstanding balance report for public and volume clients.

Public Clients

Outstanding balances for public clients can be found at Accounting > Public Clients > Apply Payment. Here you can set the filter to checked out appointments and load records as far back as you are needing by clicking Load Older Records.

Review outstanding balances for public clients.

Helpful Tip: If you’d like to save this report, right click your mouse and select Print, from there you can print the document out or save it as a PDF.

Note: It is best practice to clear the queue out by the end of each day.

Volume Clients

You can obtain a report of your volume client outstanding balances by going to Accounting > Volume Clients > Accounts Receivable for VCs. Input the date range for your report, then click Run Report to export it.

Volume Client Accounts Receivable Report