Open Invoices Report (Billing)
View a detailed report of open invoices for your practice. Each record in this report contains the following information
Permissions
Administrators will see open invoices for all clinicians within the practice. A clinician will only see their own open invoices when viewing this report
Report Columns
- Invoice Number
- Invoice Date
- Client Name
- Service Date(s)
- Account Details
- Clinician Name
All reports can be exported to Excel or PDF
1. Getting started
Navigate to the Billing area of TherapyZen
2. Locate the open invoices report
Filter your results by date range or by clinician.
