To analyse, report on or export financial information click on the menu in the toolbar, highlighted below:-
and select Finance
Use the tabbed interface to select the information that you require
The available Finance views are:
- Outstanding Invoices
- Bad Debt
- Paid Invoices
- Non Invoiced Appointments
This view allows you to see all invoices that are at an "Unpaid" status. You can click on any Invoice to take you through to view it in more detail, and here you can print, delete or mark an Invoice as "Paid".
This view allows you to see all invoices that have been marked as "Bad Debt" and deemed as non-collectable.
This view allows you to see all Invoices that have been marked as "Paid". You can click on any Invoice to take you through to view it in more detail.
This view allows you see all the appointments that have not yet been invoiced along with a count at the top of the view.
This view provides a great way to manage your cashflow and ensure that you are up to date with your invoicing.
This view allows you to see all expenses that you have incurred or sales that you have made during a defined date range.
Export To Excel
All financial information can be exported to Microsoft Excel for further analysis. To export to excel just click on the blue "Export to Excel" button at the bottom of the page.
Need More Help?
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