The Invoices Dashboard displays YTD Revenue and Outstanding Invoices charts as well as dollar amounts for total invoices past due and total dollar amount outstanding.
Invoices Dashboard Overview
1. To get started, click Billing on the global navigation bar.
2. Choose Invoices from the slide-in menu.
3. YTD Revenue will show you how much revenue your practice has brought in thus far.
This chart is based on the calendar year: January to December.
4. Total Past Due displays the total dollar amount of invoiced dollars that are past due.
5. Total Outstanding displays the total dollar amount of all outstanding invoices.
6. The Outstanding Invoices chart displays what portions of your outstanding invoices are:
Current
1-30 Days Past Due
31-60 Days Past Due
61-90 Days Past Due
91+ Days Past Due
Invoice Search
Do you need to find a specific invoice and don't want to scroll through your entire list to find it? We've got you covered!
1. Navigate to the All Invoice tab.
2. Find the Invoice # Column.
3. Click the drop-down menu and Search invoice number.
4. Select Invoice
5. Select Apply
