Reports
By Blake and 1 other2 authors6 articles
- Printing Reminder PostcardsLearn how to print reminder postcards for your clients.
- Scheduled ReportsLearn which reports can be scheduled and how to set them up to recur.
- Controlled Substance Log ReportWe provide a Controlled Substance Log that automatically tracks all inventory items marked as controlled.
- Bulk Sending an Email to your Client BaseLearn how to send an email to many clients at once.
- Account Receivables & Accounts Receivable Reconciliation ReportsUse the Accounts Receivable Reconciliation Report alongside the Accounts Receivable Report to track, compare, and reconcile outstanding client balances.
- Accounts Receivable Activity ReportLearn how to use the Accounts Receivable Activity report — including how to filter and sort results, and how invoice aging works based on service date and invoice creation date.