Release Note – May 7, 2015

New Invoices Report (Beta Version)

The new "Invoice Totals Report" allows you to see the sum of all invoices and all refunds for selected providers, in a specified date range.

  • You can find the "Export Totals Report" option in the Invoices dashboard under the action menu (menu_icon) in the top right corner.
  • Please note that:
    • PortalConnect membership invoices are NOT included in the total.
    • Only successfully collected invoices are included in the report (pending, voided, due or problem invoices are NOT included).
    • For cash and check payments, refunds only show if the invoice payment date is in the specified date range.
    • For credit card payments refunded before the payment was settled, refunds only show if the invoice payment date is in the specified date range.
    • For credit card payments refunded after the payment was settled, refunds show if the refund transaction date is in the specified date range.

Plus: bug fixes!

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If after using our tools you need additional help, please contact our Customer Support Team. You can reach us by email or by calling 1-866-779-1536.