A statement of accounts provides customers a summary of transactions and, if any, outstanding payments for a specified period. If you need to provide a statement of accounts to a patient, you can quickly export their invoice list and email it.
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Go to the patient’s profile and click the Invoices tab.
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Customise the information displayed using the following:
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Customise columns: On the right, click Columns to select which data columns to include.
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Rearrange columns: Click and drag column headings to rearrange their order.
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Filter list: Click the
three lines icon on column headings to filter your list.
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On the top right of any list or report, click Export & Print:
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PDF: Under Export to PDF, click Export List.
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CSV: Under Export to CSV, click Export List.
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Email the exported file to your patient.
Tip
For a complete guide on how you can customise, filter or rearrange your patient's invoice list for sending, see our related article: Manage your lists and reports
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