The Financial Detailed (FD) Report for Debtors Balance allows the user to view a total of all outstanding invoices (debtors) in a selected location.
Invoices stay as outstanding until a receipt and/or discount is applied.
Prior Period Lock must be enabled, and the Prior Period date must be higher than 01/01/2000.
Run the Report
Go to Location Management > Reports tab
Open FD Debtors Balance Report
As on: Select the date to base this report on. Any transactions after this date will not be included in the report.
Location: Select the Location or <All Locations> from the droplist if applicable
Show totals only: The grand total will be displayed
With bad debts: If ticked, any invoices marked as bad debt are included in the report.
|The date of the invoice.
|The invoice ID.
|The patient's name.
|Responsible Party of the Invoice.
|Total amount of the invoice.
|Payments applied to the invoice.
|Discounts applied to the invoice.
|Closing balance of the invoice.
|Indicates if the invoice is a bad debt
|As an invoice is created and is outstanding, this balance increases.
| Total quantity of debtors in the selected location/s.
The quantity of debtors follows the quantity of invoices. Therefore,
if one patient has two outstanding invoices, they will be counted as